Vulnerable beneficiary relief

This screen is accessed via the data input tab within the tax return and can be used to show the amount of relief claimed. For additional information please refer to HMRC site

  • ‘Election made?’ Tick this box if you want to claim relief for a vulnerable beneficiary.
  • ‘Amount of relief claimed’ Enter the amount to claim. This value will populate box 10.1B on page 6 of the SA900.