play makAll work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All
HBAM2016AUG95
Pro 3.0
All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dullCopyright 1984-1996 Claris Corporation
and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy. All work and no play makes Jack a dull boy.
Remember that you may need to print multiple pages if there is more than one overseas property, and that you need to re-type entries from boxes 6.29 and 6.30 onto the main Foreign Pages.
This is because you need to read the notes to see how your property is to be charged to UK tax.
12/6/98E
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6G-Foreign Pages SA106
Foreign Property - Page 4H
23/5/99P
10:26:07 am
there is a text entry across this part of the page.
Remember therefore that entries you ma
you need to reduce this year
s gains to the Annual Exemption limit* and take these in priority by entry in box 8.16 with the balance from box 8.19.
We have sought to help you by making box 8.6 an auto-entry, being the total of the entries you make in box 8.16 and 8.19 so this means that despite being told that box 8.19 is box 8.6 minus box 8.16, in fact it is the entry
Your access to this database has been barred by the copyright owners. Please contact Ritz Software on 01689 860444 or eMail TaxManager@ritz.u-net.com
er@ritz.u-net.com
"Hello"
Hello
1)="Don"
+ 1
You have the option to set out a short or full version of these pages. As the boxes are shared (some just do not appear on the short version) you can go back and run through the full version if you find it appropriate after you start.
This database also includes the short and full versions of Page 7 of form SA800. If you are responsible for completing the SA800 you can use this database to complete the copies of Page 7 you need for each partner, but otherwise you do not need to print them
2. The data is shared between the Page 7 SA800 boxes and their counterparts on the form SA104 so entering it in one place enters it in the other.
If you are completing SA800 you need to set each partner
s SA104 up first to enable you to allocate and reconcile the partnership shares in the SA800 procedure.
17/6/98E
4/9/98F
32G#Form SA104 - Partnership
Front PageH
4/9/98P
3:21:01 pm
Form SA104 - PartnershipB
Page 1 - Full and Short
miliar with the new regime.
So th
Pro 3.0F!
Pro 3.0 - 4.0M1
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
January
February
March
April
August
September
October
November
December
1st Quarter
2nd Quarter
3rd Quarter
4th Quarter
Form SA106 - ForeignB
Foreign Property
zAs the rules on taxation of Foreign Income are so complex, we have made a compromise in the design of this application.
The compromise is that the totals from Page 4 (Foreign Property) do not automatically link in to Page 2 - you will need to make the entries yourself. However once you have made these entries, they will total and link in to the Tax Calculation automatically.
Foreign Pages SA106B&Tax Credit Relief for Foreign Tax Paid
DOf course you need to read the notes if this is to be claimed. As the matter is complex please note that you need to separately calculate the entry you need to make in box 6.9 - the application does not compile it for you.
For the same reasons you need to separately calculate the amounts chargeable in column E of page 2
12/6/98E
21/5/99F
7ed the boxes and they total in box 6.3
12/6/98E
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6G$Foreign Pages SA106
Foreign PropertyH
21/5/99P
9:34:33 pm
Foreign Pages SA106B&Tax Credit Relief for Foreign Tax Paid
DOf course you need to read the notes if this is to be claimed. As the matter is complex please note that you need to separately calculate the entry you need to make in box 6.9 - the application does not compile it for you.
For the same reasons you need to separately calculate the amounts chargeable in column E of page 2
12/6/98E
21/5/99F
Foreign Property
Main HeadingB
Detail HeadingE
Go to
HeadingD
Detail Heading
filey
yearsF
housing
enter
earlier
years
losses
sa108F
lossesF
managerJ
operationI
pageF
pagesG
paidH
practicesJ
practices
followed
across
manager
propertyA
referencesJ
reliefH
sa106G
sa108F
selfA
employedA
credit
relief
foreign
paidH
yearsF
G:Foreign Pages SA106
Tax Credit Relief for Foreign Tax PaidH
21/5/99P
9:34:45 pm
General Operation
It is expected that users will be familiar with the Macintosh and Windows interfaces, and you will find that many familiar features are built in - for instance most normal menu commands (cut, copy, paste, print etc).
As this application is a run time version of FileMaker Pro 3, many features of that program are present, such as the layout pop-up menu taking you from page to page, and the
which indicates how many records exist and have been
found
We have also attempted to build
23/5/99P
10:41:02 am
Column E will not total in box 6.4 - you should make sure they total the same as the totals from the property pages you have prepared.
To help you, an error message will appear if the total dues not match up
Page 2, Column B
We do not follow why there is provision on page 2 for UK tax on foreign property (there is no corresponding entry on Page 4 and it seems a nonsense) however we have provided the boxes and they total in box 6.3
12/6/98E
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6G$Foreign Pages SA106
Foreign PropertyH
22/5/99P
9:17:45 pm
the help sheets provided under Self Assessment by the Inland Revenue as apart from any other consideration, the Revenue must expect to be held to their own published standards. We have found in the course of building Tax Manager 98
that in this second implementation of Self Assessment their are some holes and anomalies in the Revenue
s own system but no doubt these will go as we all become familiar with the new regime.
So th
A)Practices followed across the applicationB
Client references
In our tax practice, we use an alpha-numeric system (ADA001 for Mr K. Adams, ADA002 for his wife etc). For partnerships it is ADAM01, ADAM02 etc. You can try anything you like, but this system has the virtue of being brief and enabling sensible sorting of records.
17/6/98E
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9G;Practices followed across the application
Client referencesH
21/5/99P
9:35:31 pm
A*Practices followed across this applicationB
Tick Boxes
as the virtue of being brief and enabling sensible sorting of records.
17/6/98E
21/5/99F
9G;Practices followed across the application
Client referencesH
21/5/99P
9:35:31 pm
A*Practices followed across this applicationB
Tick Boxes
is provision on page 2 for UK tax on foreign property (there is no corresponding entry on Page 4 and it seems a nonsense) however we have provided the boxes and they total in box 6.3
12/6/98E
12/6/98F
plication.
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General Operation
23/5/99P
8:08:43 pm
ace, and some of these have underlying programming such as calculations and the ability to print multiple pages in one operation. As you can choose to print a blank record, you can use this feature to prepare a pro-forma.
This application does not attempt to replace your professional knowledge and you are expected to rely upon other texts for technical advice on the taxation system. We suggest you
make full use of the help sheets provided under Self Assessment by the Inland Revenue as apart from any other consideration, the Revenue must expect to be held to their own published standards. We have found in the course of building this application that in this third implementation of Self Assessment their are some holes and anomalies in the Revenue
s own system but no doubt these will go as we all become familiar with the new regime.
So this guide concentrates on the operation of this
Form SA100 - Main Return B
Page 2C
You will find all questions pre-configured to No and you should use the mouse to change the Yes entries as appropriate. Subsidiary pages are not automatically set up by this application - you must do this - but the ticks are transmitted to Page 8.D
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14G Form SA100 - Main Return
Page 2H
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9:36:27 pm
Form SA100 - Main Return B
Page 3Form SA100 - Main Return
Page 1H
4/9/98P
3:16:10 pm
Form SA100 - Main Return B
Page 2C
You will find all questions pre-configured to No and you should use the mouse to change the Yes entries as appropriate. Subsidiary pages are not automatically set up by this application - you must do this - but the ticks are transmitted to Page 8.D
17/6/98E
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14G Form SA100 - Main Return
Page 2H
21/5/99P
9:36:27 pm
Form SA100 - Main Return B
Page 3
orm SA100 - Main Return
Page 2H
4/9/98P
3:16:16 pm
Form SA100 - Main Return B
Page 3
2:52:21 pm
Form SA101 - EmploymentB
Page 2D
17/6/98E
4/9/98F
Form SA101 - Employment
Page 2H
4/9/98P
3:18:51 pm
Form SA102 - Share SchemesB
Front PageD
17/6/98E
4/9/98F
24G%Form SA102 - Share Schemes
Front PageH
4/9/98P
3:18:58 pm
Form SA102 - Share SchemesB
Page 1D
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Page 1H
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Form SA102 - Share SchemesB
Page 2D
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26G!Form SA102 - Share Schemes
Page 2H
4/9/98P
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Form SA103 - Self-EmploymentB
Front PageD
17/6/98E
4/9/98F
27G'Form SA103 - Self-Employment
Front PageH
4/9/98P
3:19:19 pm
Form SA103 - Self-EmploymentB
Page 1
Form SA102 - Share SchemesB
Page 2D
17/6/98E
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26G!Form SA102 - Share Schemes
Page 2H
4/9/98P
3:19:12 pm
Form SA103 - Self-EmploymentB
Front PageD
17/6/98E
4/9/98F
27G'Form SA103 - Self-Employment
Front PageH
4/9/98P
3:19:19 pm
Form SA103 - Self-EmploymentB
Page 1
useful
accuracy
acrossJ
addingz
adding
recordsz
applicationJ
boxesK
calculation{
generalI
general
operationI
hello
housing
enter
earlier
years
losses
sa108F
lossesF
managerJ
operationI
pageF
pagesG
paidH
practicesJ
practices
followed
across
manager
propertyA
referencesJ
reliefH
sa106G
sa108F
selfA
employedA
credit
relief
foreign
paidH
tickK
yearsF
Client references
Each of the sets of forms is contained with one or more databases (more than one if multiple copies may be needed of some pages such as for capital gains) and when you select the database you will be taken to a Front Page. You should try
to check that the client has not already been set up, and then click on the
button, enter the client reference and tab to check that the correct connection has been made with the Client data. Then use the single right navigation arrow to go to
S the first page. The first page should have basic information (name and UTR) already completed.
As a system of looking up is triggered by the first entry of the client reference, you may find it advisable to retype the reference and tab if you have gone back to the clients file and made corrections after setting up the new set of pages.
17/6/98E
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12GFPractices followed across this application
Starting a new set of pagesH
21/5/99P
9:36:06 pm
curacyH
1AccuracyH
gainsF
generalI
general
operationI
landg
mainN
non-residenceu
operationI
pagesG
partnershipa
practicesJ
practices
followed
across
applicationJ
practices
followed
across
applicationK
propertyg
returnN
sa100N
sa101V
sa102Y
sa103\
sa104a
sa105g
sa106A
sa107o
sa108r
sa109u
schemesY
self-employment\
shareY
thisK
trustso
useful{
SThese have been popular with the Revenue
s form designers and we have provided pop-up menus in the boxes. Generally where there is a yes and a no box you will find that the pop-up operates on the right-hand (Yes) box and that the No box slavishly shows the opposite. When a new set of pages is created the boxes are generally preset to No.
17/6/98E
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10G5Practices followed across this application
Tick BoxesH
21/5/99P
9:35:39 pm
A*Practices followed across this applicationB
Accuracy
connection has been made with the Client data. Then use the single right navigation arrow to go to
S the first page. The first page should have basic information (name and UTR) already completed.
As a system of looking up is triggered by the first entry of the client reference, you may find it advisable to retype the reference and tab if you have gone back to the clients file and made corrections after setting up the new set of pages.
17/6/98E
4/9/98F
capitalF
capital
gainsF
chargeablex
chargeable
event
gainsx
clientJ
client
referencesJ
completex
creditH
earlierF
employmentV
enterF
eventx
familyz
family
filey
followedJ
foreignA
foreign
pages
sa106G
foreign
propertyA
foreign
property
formA
sa100
returnN
sa101
employmentV
sa102
share
schemesY
sa103
self-employment\
sa104
partnershipa
sa105
propertyg
sa106
foreignA
sa107
trusts
housing
enter
earlier
years
losses
sa108F
landg
longd
lossesF
mainN
managerJ
Form SA100 - Main Return B
Page 8C
Any Class 4 due will appear in the Additional Information box. This is because the Revenue
s own forms handle the question of multiple partnerships/self-employments rather clumsily. A corresponding note appears on forms SA103 and SA104.D
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20G Form SA100 - Main Return
Page 8H
4/9/98P
3:18:33 pm
Form SA101 - EmploymentB
Page 1D
17/6/98E
4/9/98F
Form SA101 - Employment
Page 1H
4/9/98P
3:18:39 pm
Form SA101 - EmploymentB
Front PageC
You can complete as many pages as there are employments, but a warning will appear in case you are entering a duplicate. Information from these and other pages is summarised for inclusion in the Tax Calculation.D
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22G"Form SA101 - Employment
Front PageH
21/5/99P
9:43:26 pm
Form SA101 - EmploymentB
Front Page
matically be deducted from
Form SA100 - Main Return B
Page 4
As P60s usually show the gross income and tax deducted, not the net, you cannot make an entry in box 11.10. This saves you artificially having to calculate the net figure all the time.
Chargeable Event Gains have to be entered in the appropriate database. The Revenue envisage a simpler entry option where there is only a single disposal, but this makes little sense for our application. If gains have occurred, the text
see workings
will appear on this page and you should print the workingBcs and submit them with the form. We suggest you also make a note in the Additional Information box.
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16G Form SA100 - Main Return
Page 4H
4/9/98P
3:18:12 pm
will appear on this page and you should print the workingBcs and submit them with the form. We suggest you also make a note in the Additional Information box.
17/6/98E
4/9/98F
16G Form SA100 - Main Return
Page 4H
4/9/98P
3:18:12 pm
Family TaxB
Adding new recordsC
Because it is a version limited to three records, these have already been entered in the main SA100 file. Instead of adding new ones, you customise those already there.
If you cannot find them, choose
find all
from the Select menu.D
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Family Tax
Adding new recordsH
23/5/99P
8:05:11 pm
A useful tipB*Getting the Revenue to print a calculation
Not a lot of people know this - the Revenue always cross-check Self Assessment Returns through their computer.
If you show your calculation totals on Page 7 of SA100 and they agree with them, you will just get an acknowledgement slip. This is not a lot of use when filing a mortgage application (particularly if you are self-employed and therefore don
t have payslips or P60s).
As long as you know how much tax to pay and when (which this application tells you) you can pay on tiime and avoid
be apportioned.
17/6/98E
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34G%Form SA104 - Partnership
Page 2 ShortH
4/9/98
operationI
pageG
shortb
longd
shortc
longf
longe
sa101V
sa102Y
sa103\
sa106G
sa108F
schemesY
selfA
employedA
self-employment\
shareY
startingM
starting
pagesM
credit
relief
foreign
paidH
tickK
boxesK
yearsF
Form SA100 - Main Return B
Page 5D
17/6/98E
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17G Form SA100 - Main Return
Page 5H
4/9/98P
3:18:17 pm
Form SA100 - Main Return B
Page 6C
Please take special care over entries concerning Additional Personal Allowance as these are used by the tax calculation. You can always come back and make changes, but will need to re-run the calculation when you have done so.D
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18G Form SA100 - Main Return
Page 6H
21/5/99P
9:37:08 pm
Form SA100 - Main Return B
Page 7
lculations will not appear until you have set up and run TaxCalc, and will be inaccurate until you have completed all subsidiary pages that are required.
A tick appears by default as
to question 19 if there has been an overpayment but you may need to make a manual correction if the overpayment arises as a result of excessive payments on account. This may not matter if you are submitting the Return close to 31 January because the overpayment will automatically be deducted from
Goto Index
Goto Main Layout
Goto List
Startup Script
Password
Goto Index
Goto Main Layout
Goto Main Layout
Goto Index
Goto Main Layout
As elsewhere in this application, where a gross income is made up of
and
, you can only enter data in the first two, not in the right-hand box (10.4, 10.7 etc).D
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15G Form SA100 - Main Return
Page 3H
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9:36:34 pm
Form SA100 - Main Return B
Page 4
As P60s usually show the gross income and tax deducted, not the net, you cannot make an entry in box 11.10. This saves you artificially having to calculate the net figure all the time.
Chargeable Event Gains have to be entered in the appropriate database. The Revenue envisage a simpler entry option where there is only a single disposal, but this makes little sense for our application. If gains have occurred, the text
see workings
will appear on this page and you should print the workingB
s from the Chargeable Event Gains file and submit them with the form. We suggest you also make a note in the Additional Information box.
17/6/98E
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16G Form SA100 - Main Return
Page 4H
Password
"Hello"
Hello
1)="Don"
+ 1
+ 1
paidH
print{
propertyA
recordsz
referencesJ
reliefH
revenue{
shortb
startingM
starting
pagesM
credit
relief
foreign
paidH
thisy
tickK
boxesK
Form SA104 - PartnershipB
Front Page
Class 4 will not appear here, but in the Additional Information box on page 8 of the main SA100. This is because the Revenue
s own forms handle the question of multiple partnerships/self-employments rather clumsily.D
17/6/98E
4/9/98F
31G#Form SA103 - Self-Employment
Page 4H
4/9/98P
3:20:55 pm
Form SA104 - PartnershipB
Front Page
17/6/98E
4/9/98F
30G#Form SA103 - Self-Employment
Page 3H
4/9/98P
3:20:50 pm
Form SA103 - Self-EmploymentB
Page 4C
Class 4 will not appear here, but in the Additional Information box on page 8 of the main SA100. This is because the Revenue
s own forms handle the question of multiple partnerships/self-employments rather clumsily.D
17/6/98E
4/9/98F
31G#Form SA103 - Self-Employment
Page 4H
4/9/98P
3:20:55 pm
Form SA104 - PartnershipB
Front Page
Share Schemes
Form SA102 - Share Schemes
? Chargeable Event Gains file and and include that report with the Return because a message
see workings
appears against questions 12.6 on the SA100. This is because we see the question as a nonsense - how can one answer be given when there might be several policies with different numbers of years applicable to each?
14/9/98E
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55G0Chargeable Event Gains
How to complete the form.H
23/5/99P
10:39:00 am
General OperationB
Use of this help file
As we have used this application in our own tax practice for over two years it is difficult to anticipate your questions. We have sought to restrict the Help File to using the software, not the Tax system (which the Revenue document well enough in their Help Sheets).
Please feel free to eMail queries to enquiries@taxoffice.co.uk. Registered customers will receive a reply by eMail and the enquiries will enable us to improve the Help File.
In due course we will post upgrades on our Website
PThe amount of Class 4 will not appear here, but in the Additional Information box on page 8 of the main SA100. This is because the Revenue
s own forms handle the question of multiple partnerships/self-employments rather clumsily. We have to calculate the Class 4 liability on the total income from all Self-Employments and Partnerships.
17/6/98E
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31G#Form SA103 - Self-Employment
Page 4H
23/5/99P
7:41:08 pm
17/6/98E
4/9/98F
28G#Form SA103 - Self-Employment
Page 1H
4/9/98P
3:20:39 pm
Form SA103 - Self-EmploymentB
Page 2CVDon
t bother with the ticks in boxes 3.14 and 3.15 unless the client is VAT-registeredD
17/6/98E
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29G#Form SA103 - Self-Employment
Page 2H
4/9/98P
3:20:45 pm
Form SA103 - Self-EmploymentB
Page 3
e Schemes
Page 1H
4/9/98P
3:03:17 pm
Form SA102 - Share Schemes
Page 2
17/6/98E
4/9/98F
26G!Form SA102 - Share Schemes
Page 2H
4/9/98
pagesG
pages
paidH
partnershipa
practicesJ
practices
followed
across
applicationJ
practices
followed
across
applicationK
print{
propertyA
recordsz
referencesJ
reliefH
returnN
revenue{
sa100N
sa101V
sa102Y
sa103\
sa104a
sa105g
sa106A
sa107o
sa108r
sa109u
schemesY
self-employment\
shareY
shortb
startingM
starting
pagesM
credit
relief
foreign
paidH
thisK
tickK
boxesK
trustso
filey
useful{
yearsF
(LIST
LISTA#Foreign
Self Employed
Housing
VDEFA(
Category
accuracy
addingz
adding
recordsz
boxesK
calculation{
clientJ
client
referencesJ
completex
creditH
earlierF
enterF
filey
foreignA
foreign
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foreign
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formx
frontW
front
pageW
fullb
getting{
getting
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print
calculation{
helpy
complete
formx
enter
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lossesF
longd
lossesF
pageG
shortb
longd
shortc
longf
longe
pagesM
pages
Form SA104 - PartnershipB
Page 2 LongD
17/6/98E
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35G$Form SA104 - Partnership
Page 2 LongH
4/9/98P
3:21:31 pm
Form SA104 - PartnershipB
Page 4 LongD
17/6/98E
4/9/98F
36G$Form SA104 - Partnership
Page 4 LongH
4/9/98P
3:21:39 pm
Form SA104 - PartnershipB
Page 3 LongD
17/6/98E
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37G$Form SA104 - Partnership
Page 3 LongH
23/5/99P
7:43:42 pm
Page 3 LongH
4/9/98P
3:21:57 pm
3:21:57 pm
Form SA104 - Partnership
Page 2 Short
Class 4 will not appear here, but in the Additional Information box on page 8 of the main SA100. This is because the Revenue
s own forms handle the question of multiple partnerships/self-employments rather clumsily.D
17/6/98E
4/9/98F
33G0Form SA104 - Partnership
Page 1 - Full and ShortH
4/9/98P
3:04:05 pm
Form SA104 - Partnership
Page 2 Short
Form SA108 - Capital GainsB
Page 1D
17/6/98E
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50G!Form SA108 - Capital Gains
Page 1H
4/9/98P
3:23:12 pm
Form SA108 - Capital GainsB
Pages 2 and 3
These are quite awful but the Revenue allow the option to complete and attach a computer-generated report, so this is created in our Capital Gains Detail file for you to print and attach.
Text is overprinted on pages 2 and 3 which you should still print and submit.
You will see that the relevant totals are automatically brought forward to pages 2 and 3 and thence to page 1.
Please see the note about allocating earlier years
losses.
Where you will have most difficulty in complex case
,s is in completing the parts of Column L. Sadly we do not see a way to automate this and you should try to make sense of the notes provided by the Revenue. We have it in mind to provide an Excel spreadsheet to assist this process - email us at enquiries@taxoffice.co.uk if you have a demand for this.
Main HeadingB
Detail HeadingB
TextB
Creation DateB
Last ModifiedB
Serial NumberB
CategoryB
ConstantB
Count gB
DateB
Fall Password GB
Password StopperB
Passwords ValidatorB
Result
Form SA105 - Land and PropertyB
Front PageC?You can only complete one set of pages covering all properties.D
17/6/98E
4/9/98F
38G)Form SA105 - Land and Property
Front PageH
4/9/98P
3:00:48 pm
Form SA105 - Land and PropertyB
Page 1D
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Page 1H
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Form SA105 - Land and PropertyB
Page 2D
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Page 2H
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Form SA106 - ForeignB
Front PageC
You can only complete one set of pages 1 to 3 covering all Foreign Income but as many versions of Page 4 as there are overseas properties.D
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Form SA106 - Foreign
Front PageH
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Form SA106 - ForeignB
Page 1D
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Form SA106 - Foreign
Page 1H
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Form SA106 - ForeignB
Page 2D
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Form SA106 - Foreign
Page 2H
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Form SA106 - ForeignB
Page 3D
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Form SA106 - Foreign
Page 3H
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Form SA107 - Trusts etcB
Front PageCLYou can only complete one set of pages covering all Trust and Estate Income.D
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46G"Form SA107 - Trusts etc
Front PageH
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Form SA107 - Trusts etcB
Page 1D
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Form SA107 - Trusts etc
Page 1H
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Form SA107 - Trusts etcB
Page 2D
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Form SA107 - Trusts etc
Page 2H
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Form SA108 - Capital GainsB
Front PageCoThe first stage is to complete the details of individual gains (hit the
CG Detail
button on the welcome page)D
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49G%Form SA108 - Capital Gains
Front PageH
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11:10:34 am
3the welcome page)D
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49G%Form SA108 - Capital Gains
Front PageH
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3transactions.D
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49G%Form SA108 - Capital Gains
Front PageH
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Self EmployedG
Self Employed
Foreign Property
9:33:45 pm
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33:45 pm
ion fills all figures in to 2 decimal places. You should find that the calculation is within
1 of the result shown by the Revenue
s own computer and their early failing of
repairing
a Return in these circumstances has apparently been stopped (we had a
repair
of 1 penny which underlined our accuracy!).
Your suggested check of accuracy is the Summary produced at the end of the calculation process which mirrors ReveB
nue form SA302. It is recommended that you compare the results with your own workings to ensure that you have made the correct inputs before printing and submitting the Return.
Please report to us any difficulties you have reconciling your figures.
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sa108
capital
gainsr
sa109
non-residenceu
frontW
front
pageW
fullb
gainsF
generalI
general
operationI
getting{
getting
revenue
print
calculation{
helpy
complete
formx
enter
earlier
years
lossesF
landg
longd
lossesF
mainN
non-residenceu
TestB
TimeB
A*Practices followed across this applicationB
Starting a new set of pages
cation fills all figures in to 2 decimal places. You should find that the calculation is within
1 of the result shown by the Revenue
s own computer and their early failing of
repairing
a Return in these circumstances has apparently been stopped (we had a
repair
of 1 penny which underlined our accuracy!).
Your suggested check of accuracy is the Summary produced at the end of the calculation process which mirrors ReveB
nue form SA302. It is recommended that you compare the results with your own workings to ensure that you have made the correct inputs before printing and submitting the Return.
Please report to us any difficulties you have reconciling your figures.
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11G3Practices followed across this application
AccuracyH
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9:35:58 pm
A*Practices followed across this applicationB
Starting a new set of pages
ager 98
Accuracy
6/98F
The calculations will not appear until you have run the tax calculation (using the button on page 7), and will be inaccurate until you have completed all subsidiary pages that are required.
A tick appears by default as
to question 19 if there has been an overpayment but you may need to make a manual correction if the overpayment arises as a result of excessive payments on account. This may not matter if you are submitting the Return close to 31 January because the overpayment will a
utomatically be deducted from the next year
s first payment on account, but if you are submitting earlier in the year you must submit the repayment claim with the client
s signature (otherwise the Revenue will assume you want them to keep the money against future taxes!).
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19G Form SA100 - Main Return
Page 7H
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Client references
SERIAL NUMBER
Detail HeadingB
TextB
Creation DateB
Last ModifiedB
Serial NumberB
CategoryB
ConstantB
Count gB
DateB
Fall Password GB
Password StopperB
Passwords ValidatorB
Result
The name and description of the business will be pre-entered from the Client database, and it is assumed that the home address is the business address. You can over-type any of these with corrected data but if you re-key the client reference the defaults will be re-entered.
If you enter data in boxes 3.11 and 3.12, don
t complete the next page as well - you will duplicate the income and over-calculate the liability!
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28G#Form SA103 - Self-Employment
Page 1H
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Form SA103 - Self-EmploymentB
Page 2CXDon
t bother with the ticks in boxes 3.14 and 3.15 unless the business is VAT-registeredD
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29G#Form SA103 - Self-Employment
Page 2H
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Form SA103 - Self-EmploymentB
Page 4
in additional features such as navigational arrows and buttons to take you from place to place, and some of these have underlying programming such as calculations and the ability to print multiple pages in one operation. As you can choose to print a blank record, you can use this feature to prepare a pro-forma.
This application does not attempt to impart professional knowledge and you are expected to rely upon other texts for technical advice on the taxation system. We suggest you make f
ull use of the help sheets provided under Self Assessment by the Inland Revenue as apart from any other consideration, the Revenue must expect to be held to their own published standards. We have found in the course of building this application that in this third implementation of Self Assessment their are some holes and anomalies in the Revenue
s own system but no doubt these will go as we all become familiar with the new regime.
So this Help File concentrates on the operation of this ap
Form SA109 - Non-ResidenceB
Front PageD
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52G%Form SA109 - Non-Residence
Front PageH
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Form SA109 - Non-ResidenceB
Page 1D
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53G!Form SA109 - Non-Residence
Page 1H
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Form SA109 - Non-ResidenceB
Page 2D
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54G!Form SA109 - Non-Residence
Page 2H
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Chargeable Event GainsB
How to complete the form.
The calculations in TSRWS (Top Slicing Relief Working Sheet) are contained in a special page of the SA100 file. This has the effect of calculating any Top Slicing Relief and transmitting the total gains to the main Return and the calculation.
You have to enter the details of individual Chargeable Event Gains in the Chargeable Event Gains file and they will be picked up by SA100.
If you had Chargeable Event Gains you need to print the details of the gains from the report available in the
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51G(Form SA108 - Capital Gains
Pages 2 and 3H
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The Revenue
s form is by no means helpfully set out in this regard. Start by entering the respective losses for 1996/7 and 1997/8, and for1995/6 and earlier in boxes 8.15 and 8.18 respectively on page CG1.
Then allocate the losses to individual gains in the Capital Gains Detail file (don
t claim more than the total losses (8.15 + 8.18) or more than this year
s total gains less your annual exemption!).
The application will automatically allocate the correct amount of the total losses to
`box es 8.16 and 8.19.
Above all, you will need to read the Notes provided by the Revenue. With all the taper relief etc. Gordon Brown has made a pigs breakfast of Capital Gains and it is not possioble for us to automate all the calculations.
If there is sufficient demand (email us at enquiries@taxoffice.co.uk) we will publish a spreadsheet to help.
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e entry you make.
* Please be
Form SA100 - Main Return B
Page 1
t forget to enter the issue date (usually 6 April 1999, and found on the original printed Return) and check the accuracy of the other references etc from the printed form supplied to the client (in 1999 accountants may find some clients getting a Notice to File a Return rather than a Return itself).
A permanent tick appears against Step 2!
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13G Form SA100 - Main Return
Page 1H
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pThese are essentially the same. The amount of Class 4 will not appear here, but in the Additional Information box on page 8 of the main SA100. This is because the Revenue
s own forms handle the question of multiple partnerships/self-employments rather clumsily. We have to calculate the Class 4 liability on the total income from all Self-Employments and Partnerships.
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33G0Form SA104 - Partnership
Page 1 - Full and ShortH
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Form SA104 - PartnershipB
Page 2 ShortD
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34G%Form SA104 - Partnership
Page 2 ShortH
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at www.taxoffice.co.uk, where we also anticipate keeping an up to date Tax Offices index in due course.
Accountants using Tax Manager may also wish to add their own records and notes to this customisable help file.
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56G'General Operation
Use of this help fileH
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# interest and penalties. So you may choose, whenever you file the Return, to tippex out the calculated figures on page 7 of SA100 and tick
to question 18. The Revenue will then provide a handy 4-page report on form SA302 which mortgage lenders are happy to accept as evidence of income.
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58G7A useful tip
Getting the Revenue to print a calculationH
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8:20:51 pm
suggest you
make full use of the help sheets provided under Self Assessment by the Inland Revenue as apart from any other consideration, the Revenue must expect to be held to their own published standards. We have found in the course of building this application that in this third implementation of Self Assessment their are some holes and anomalies in the Revenue
s own system but no doubt these will go as we all become familiar with the new regime.
So this guide concentrates on the operation of this
The Revenue have said they prefer no rounding up or down so the application fills all figures in to 2 decimal places. You should find that the calculation is within a few pence of the result shown by the Revenue
s own computer and their early failing of
repairing
a Return in these circumstances has apparently been stopped (we had a
repair
of 1 penny which underlined our accuracy!).
Your suggested check of accuracy is the Summary produced at the end of the calculation process which mir
'rors Revenue form SA302. It is recommended that you compare the results with your own workings to ensure that you have made the correct inputs before printing and submitting the Return.
Please report to us any difficulties you have reconciling your figures by eMailing enquiries@taxoffice.co.uk
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