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.

  • ‘Period start’ This is auto populated with the start of the current tax period 6 April [year]
  • ‘Period end’ This is auto populated with the end of the current tax period 5 April [year]

Return all untaxed income by entering the untaxed income of the accounting periods ended in the period 6 April [year] to 5 April [year].

Data is entered via a grid, a new line will be available once the first entry is made

Interest and other receipts from UK banks etc

  • ‘Description’ Enter a brief description of the income, this does not appear on the tax return.
  • ‘Amount’ Enter the amount received

National Savings & Investments received gross

  • ‘Description’ Enter a brief description of the income, this does not appear on the tax return.
  • ‘Amount’ Enter the amount received

Other income from UK savings and investments

  • ‘Description’ Enter a brief description of the income, this does not appear on the tax return.
  • ‘Amount’ Enter the amount received

To delete a line from a grid, click on the ‘trash can’ icon at the end of the line.