This screen is accessed via the data input tab within the tax return. The information entered on this page populates the SA804 pages of the tax return.

Data is entered via a grid, a new line is available when the first entry is made.

Interest and alternative finance receipts paid with tax deducted

  • Description’ Enter a brief description of the interest or alternative finance received, this information does not appear on the tax return
  • Amount received’ Enter the actual amount received, Taxfiler will calculate the gross amount
  • Tax deducted’ Enter the amount of tax deducted
  • Total’ Taxfiler shows the sum of the entries made

Interest from UK unit trusts, OEICs and investment trusts

  • ‘Description’ Enter a brief description of the interest received from UK unit trusts, OEIC’s and investment trusts this information does not appear on the tax return
  • Amount received’ Enter the actual amount received, Taxfiler will calculate the gross amount
  • Tax deducted’ Enter the amount of tax deducted
  • Total’ Taxfiler shows the sum of the entries made

Other taxed savings income (except dividends)

Do not include any income from dividends this is entered under dividends

  • Description‘ Enter a brief description of the other taxed savings income this information does not appear on the tax return
  • Amount received‘ Enter the actual amount received, Taxfiler will calculate the gross amount
  • Tax deducted’ Enter the amount of tax deducted
  • Total’ Taxfiler shows the sum of the entries made

To remove a line from a grid click on the ‘trash can‘ icon at the end of the line