ngTHIS IS DEMONSTRATION SOFTWARE WHICH HAS NOT BEEN PAID FOR. VITAL REPORTS AND CALCULATIONS ARE DISABLED
e used to print documents for submission to the Inland Revenue. Critical calculation functions have been disabled so the Inalnd Revenue cannot rely upon the accuracy of data
SA303
A Summaries
Calc 1
Calc 2
Calc 3
Calc 4
Calc 5
Calc 6
Calc 7
Calc 8 TSRWS
Calc 10
Calc 11
Calc 12
Calc 13
Calc 14
Calc 15
Summary
Totals list
Calc 9
Printout
E84bp
$U?q/
Helvetica
Geneva
Arial
Times New Roman
Times
Bookman Old Style
Palatino
Mac Printer
A4 210 x 297 mm
Epson AP-3260 ESC/P 2
/7/99
12:31:20 am
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00000001
f 4622.0405
25/3/99
1:05:08 am
:08 am
5:08 am
1:05:08 am
1:05:08 am
1:05:08 am
g submitted. Obviously we would ask you not to impose the
100 surcharge for late submission in these circumstances.
Yest"Do you want to calculate your tax?ucIf Yes do it now and then fill in
boxes 18.1 to 18.9 below. Your
Tax Calculation Guide will helpvD
Unpaid Tax for earlier years included in your tax code for 1998-99w@
Tax due for 1998-99 included in your tax code for a later year
Total tax and Class 4 NIC due for 1998-99 before you made any payments on account
(put the amount in brackets if an overpayment)
Tax due for earlier years
Tick box 18.5 if you have calculated tax overpaid for earlier years (and enter the amount in the
Additional information
box on page 8)
Your first payment on account for 1999-2000 (include the pence)
Name of the
child claimed for
YA9Sharing a claim
Name and address of other person claiming
Enter your share as a percentage
If share not agreed, enter number of days in the year ended 5 April 1999 that the child lived with
- you
- other person
Widow
s bereavement allowance
Date of your husband
s death
Transfer of surplus allowances - see page 26 of your Tax Return Guide before you fill in boxes 16.25 to 16.28s allowances - see page 25 of your Tax Return Guide before you fill in boxes 16.25 to 16.28e you fill in boxes 16.25 to 16.28
cA2Do you want to claim any of the following reliefs?
Amount of payment
Amount of payment
Amount of payment
Amount of paymentent
j5Do you want to claim any of the following allowances?
Name of University etc/type of training if the child is
16 or over on 6 April 1998 and in full time education or training
q+Client Number <<
ACIBAI>>
AFAAABABABGH>>
Enter
amount
at 16.28
below
box number 16.9 is not used
box number 16.14 is not used
16.16A
Tick box 16.16A if you are claiming the married couple
s allowance and
additional personal allowance because your spouse was unable to work,
because of illness or disablement, throughout the year ended 5 April 1999
Enter your date of birtjh if you are self-employed or were born before 6 April 1934, or you have ticked the
box in Question 14, or you are claiming relief for Venture Capital Trust subscriptionssons
Amount of payment
Amount of payment
Half amount of payment
l Amount claimed under
rules
m.Amount claimed under
rules up to
1,900
n-Amount claimed under
rules over
1,900
Please turn over
pA2If yes, fill in boxes 15.1 to
15.12 as appropriate
Tax Return: PAGE 5
Amount on which relief claimed
Amount on which relief claimed
+Client Number <<
ACIBAI>>
AFAAABABABGH>>
Contributions to other pension schemes
^A2box 14.6 minus (boxes 14.7
and 14.8, but not 14.9)
_A6box 14.11 minus (boxes 14.12
and 14.13, but not 14.14)
Amount of contributions to employer
s schemes not deducted at source from pay
Gross amount of free-standing additional voluntary contributions paid in 1998-99
Amount of payment
Amount of payment
Amount of payment
Amount of paymentunt of payment
Amount of paymentent
O'1998-99 payments
now to be carried back
P'1998-99 payments
now to be carried back
Q'1998-99 payments
now to be carried back
R(1998-99 payments
used in an earlier year
S$Payments brought
back from 1999-2000
T(1998-99 payments
used in an earlier year
U$Payments brought
back from 1999-2000
V(1998-99 payments
used in an earlier year
W$Payments brought
back from 1999-2000
Do you want to claim relief for pension contributions?
Do not include contributions deducted from your pay by your employer to their pension scheme, because tax relief is given automatically. But do include your contributions to personal pension schemes
YA3If yes, fill in boxes 14.1 to
14.17 as appropriate
Relief claimed
Relief claimed
Relief claimed
]A2box 14.1 minus (boxes 14.2
and 14.3, but not 14.4)
Retirement annuity contracts
Self-employed contributions to personal pension plans
Employee contributions to personal pension plans (include your gross contribution) - see the note on box 14.11 in your Tax Return Guide)
L#Qualifying payments
made in 1998-99
M#Qualifying payments
made in 1998-99
NA#Qualifying payments
made in 1998-99
Payments made
in 1996-977
Charitable covenants or annuities
Gift Aid and Millennium Gift Aid
Post-cessation expenses, and losses on relevant discounted securities etc.
Payments to a trade union or friendly society for death benefits
15.2q
15.3s
15.4u
15.5w
15.6y
15.7{
15.8}
15.10
15.11
15.12
HA'RELIEFS for the year ended 5 April 1999
15.11
15.12
15.3s
15.4u
15.5w
15.6y
15.7{
15.8}
15.10
15.11
15.12
14.5C
14.10E
14.15G
14.1I
14.2K
14.3M
14.4O
14.6Q
14.7S
14.8U
14.9W
14.11Y
14.12[
14.13]
14.14_
14.16a
14.17
Payments you made for vocational training
Interest eligible for relief on loans to buy your main home (other than MIRAS)
on other qualifying loans
Maintenance or alimony payments you have made under a court order, Child Support Agency assessment or legally binding order or agreement
Subscriptions for Venture Capital Trust shares (up to
100,000)
New Page 5B
CHA001
25/5/99
23/5/99
25/5/99
7/9/99
F25.1
F25.2
Personal Allowance
Age Related Allowance
Income Tax and Class 4 NIC Due
25/5/99
12:34:23 am
25/5/99
25/5/99
25/5/99
7/9/99
Income Tax and Class 4 NIC Due
25/5/99
12:34:26 am
=AFTick box 18.8 if you do not need
to make 1999-2000 payments on account
1999-2000 tax you are reclaiming now
=AFTick box 18.8 if you do not need
to make 1999-2000 payments on account
1999-2000 tax you are reclaiming now
1999-2000 tax you are reclaiming now
A1INCOME for the year ended 5 April 1999, continued
aLDid you receive a UK pension, retirement annuity or
Social Security benefit?b
11.1g
11.2h
11.3i
11.4j
11.5k
11.6l
11.7m
11.8n
11.9o
11.12t
11.11u
11.10v
11.13w
12.1x
12.2y
12.3z
12.4{
12.5|
12.6}
12.7~
12.10
12.11
12.12
K5Did you receive any of the following kinds of income?
Did you receive any other income which you have
not already entered elsewhere on your Tax Return?
Make sure you fill in any supplementary pages before answering Question 13.
R2If Yes, fill in boxes 11.1 to
11.13 as appropriate
S4If Yes, fill in boxes 12.1 to
12.12 as appropriate
T1If Yes, fill in boxes 13.1 to
13.6 as appropriate
Taxable amount for 1998/9
Gross amount before taxxxxss amount before taxxore tax
Printing sheetB
Invalid Care Allowance
Statutory Sick Pay and Statutory Maternity Pay paid by the Department of Social Security
Taxable Incapacity Benefit
Other pensions and retirement annuities
Pensions (other than State pensions)
and retirement annuities
Deduction
- see the note for box 11.13 on page 14 of
your Tax Return Guide
SA100 NUMBER
SA303 DATE
SAA BOX C
SAA BOX D
SAA BOX E
SERIAL NUMBER
SINGLE ALLOWANCE
SSP SMP 11_7
STEP 2
STEP 2 TOTAL
STEP 2 TOTAL 2
SUBMISSION DATE
SUBMISSION TEXT TO REVENUE
SUBSTITUTE POA OFFERED
SUM 1_29
TAX CODED OUT 98_9
TAX MONTH 1
TAX MONTH 10
TAX MONTH 11
TAX MONTH 12
TAX MONTH 2
TAX MONTH 3
TAX MONTH 4
TAX MONTH 5
TAX MONTH 6
TAX MONTH 7
TAX MONTH 8
TAX MONTH 9
TEXT TO CLIENT
TOTAL COLUMN A
TOTAL COLUMN B
TOTAL COLUMN C
TOTAL DUE JAN
TOTAL NIC PROFITS
TOTAL PSHIP NIC PROFITS
TRANS 16_3
TRANS 16_4
TRANSFER 16_25
TRANSFER 16_26
TRANSFER 16_27
TRANSFER 16_28
TSR 1
TSR 10
TSR 11
TSR 12
TSR 14
TSR 3
TSR 5
TSR 7
TSR 8
UB 11_5
W44_1
W44_2
WBA 16_24
WBA CLAIM
WID MOTH 11_3
WIDOWS 11_2
WIFES AGE ALLCE DATE
- you
- other person
Widow
s bereavement allowance
Date of your husband
s death
National Savings FIRST Option Bonds
Dividends and other qualifying
distributions from UK Companies
Other income from UK savings and
investments (except dividends)
T;Did you receive any income from UK savings and investments?
UAsif yes, fill in boxes 10.1 to
10.32 as appropriate. Include only your share from any joint savings and investments.
Please turn over
~+Client Number <<
ACIBAI>>
AFAAABABABGH>>
Dividends
Interest
iskFit
ind alia
Interest from UK banks, building societies and deposit takers
KA!- where no tax has been deducted
- where tax has been deducted
Interest distributions from UK authorised
unit trusts and open-ended investment
companies (dividend distributions go below)
National Savings (other than FIRST Option
Bonds and the first
70 of interest from
a National Savings Ordinary Account)
Dividends distributions from UK authorised
unit trusts and open-ended investment
companies
Scrip dividends from UK Companies
Foreign income dividends from UK Companies
Foreign income dividend distributions from UK authorised unit trusts and open-ended investment companies
Non-qualifying distributions and loans
written off
Non-qualifting distributions and loans
written off
Page 4B
Tax Return: PAGE 3
A'INCOME for the year ended 5 April 1999
10.1D
10.4E
10.7F
10.8G
10.11H
10.14I
10.17J
10.20K
10.23L
10.26M
10.29N
10.32O
10.3P
10.6Q
10.10R
10.13S
10.16T
10.19U
10.22V
10.25W
10.28X
10.31Y
10.2Z
10.5[
10.9\
10.12]
10.15^
10.18_
10.21`
10.24a
10.27b
10.30c
Amount after tax deductedd
Amount after tax deductede
Amount after tax deductedf
Amount after tax deductedg
Tax deductedh
Tax deductedi
Tax deductedj
Tax deductedk
Tax creditl
Tax creditm
Notional taxn
Notional taxo
Notional taxp
Notional taxq
Taxable amountr
Taxable amounts
Taxable amountt
Gross amount before taxu
Gross amount before taxv
Gross amount before taxw
Gross amount before taxx!Dividend/distribution plus credity!Dividend/distribution plus creditz
Dividend plus notional tax{
Dividend plus notional tax|
Dividend plus notional tax}
Dividend/distribution~
Dividend/distribution
Dividend
Dividend
Dividend
Dividend
Page 3B
Age Allce DateB
MCA 16_7B
Q1 NoB
Q2 YesB
Q3 YesB
Q4 YesB
Q5 YesB
Q6a YesB
Q7 YesB
Q6b YesB
Q8a YesB
Q8b YesB
Q8c YesB
Q9 YesB
Q2 NoB
Q3 No
SA 100 to EmpmentV
SA 100 to Share SchemesW
SA 100 to Self EmploymentX
SA 100 to Partnership DataY
SA 100 to PropertyZ
SA 100 to Foreign\
SA 100 to Trusts]
SA 100 to Cap Gains_
SA 100 to Non Res`
C_Index reverseb
SA100 to Ch Ev Gains
to Ch Ev Gains
to Non Res
SA 100 to Non Res
SA 100 to Non Res
A 100 to Non Res
SA 100 to Non Res
s Page 2 Copy
Widow
s Pension
Widowed Mother
s Allowance
Industrial Death Benefit pension
Jobseeker
s Allowance
pport and Jobseeker
s Allowance
he Department of Social Security
Taxable Incapacity Benefit
Other pensions and retirement annuities
Pensions (other than State pensions)
and retirement annuities
Exemption/deduction
- see notes in your Tax Return Guide
xback of the Tax Return Guide to s
Notional tax
Amount of gain(s)
Amount of deduction
+Client Number <<
ACIBAI>>
AFAAABABABGH>>
SDid you receive any income from trusts, settlements
or estates of deceased persons?
PCapital Gains
have you disposed of your exempt only or main
residence?
read page 5 of your Tax Return Guide
did you dispose of other chargeable assets worth
more than
12,600 in total?
were your total chargeable gains more than
6,300?
You may also need to fill in the Capital Gains pages
if you made a capital loss.
Are you claiming that you were not resident, or not
ordinarily resident, or not domiciled, in the UK for
all or part of the year?
Step 2
If you want to calculate your tax enter amount of transitional allowance you can have in box 16.4
Married couples allowance for are a married man - see page 24 of your Tax Return Guide
Wife
s full name
Date of marriage
(if after 5 April 1998)
Tick box 16.8 if you or
your wife have allocated
half the alowance to her
Tick box 16.10 if you and
your wife have allocated
all the alowance to her
Date of marriage
(if after 5 April 1998)
Child
s date of birth
Husband
s full name
Wife
s date of birth
(if before 6 April 1934)
Tick box 16.13 if you or
your husband have allocated
half the alowance to youuuband have allocated
half the alowance to youhusband have allocated
half the alowance to youo youe
(if known, please)
Husband
s tax reference
(if known, please)
Tick box 16.13 if you and
your husband have allocated
half the alowance to youyou
middleton's@
client's
cheque
385.94
attached@
please
weston
moved
practice
please
additional
information
relief@
sent@
return
enclosed@
weston's@
would
please
ensure
1997/8
coding
reviewed
ALLOWANCES RATE
ISSUE DATE
PROP CODE
SA100 NUMBER
CAPITAL GAINS
NON-RESIDENCE ETC
IUCheck to make sure you have the
right supplementary Pages and
then tick the box below
Have you disposed of your exempt only or main
residence? If
, read page 7 of your Tax
Return Guide to see if you need the Capital
Gains Pages.
>Tick this box when you have filled in your supplementary Pages
Have you or could you have received, or enjoyed
directly or indirectly, or benefited in any way from, income of a foreign entity as a result of a transfer of assets made in this or earlier years?
Q 10 someone else?
Q 10es
Q6cYess
Page 6B
Did you have any taxable income from overseas
pensions or benefits, or from foreign companies or
savings institutions, offshore funds or trusts
abroad, or from land and property abroad or gains
on foreign life insurance policies?rLDid you receive any rent or other income from land
and property in the UK?s
Were you in partnership?t\Were you self-employed (but not in partnership)?
(Tick
if you were a Name at Lloyd
Were you an employee, or office holder, or director,
or agency worker or did you receive payments or benefits from a former employer (excluding a pension) in the year ended 5 April 1999?
EMPLOYMENT
SHARE SCHEMES
SELF-EMPLOYMENT
PARTNERSHIP
LAND & PROPERTY
FOREIGN
TRUSTS ETC
EMPLOYMENT
SHARE SCHEMES
SELF-EMPLOYMENT
PARTNERSHIP
LAND & PROPERTY
FOREIGN
TRUSTS ETCTS ETC
s schemes not deducted at source from pay
Page 7B
Tax Return: PAGE 6
A*ALLOWANCES for the year ended 5 April 1999
You get your personal allowance of
4,195 automatically. If you were born before 6 April 1934, enter your date of birth
in box 21.4 - you might get higher age-related allowances.
hen fill in boxes 16.11 to 16.28 below as appropriateW
16.1X
16.2Z
16.3\
16.4^
16.6`
16.8a
16.10b
16.15c
16.18d
16.22e
16.23f
16.24h
16.26i
16.5k
16.7m
16.9o
16.12q
16.14s
16.16u
16.20w
16.25y
16.27{
16.28|
16.21~
16.19
16.11
16.17
16.13
B-Date of registration (if first year of claim)
C#Local authority (or other register)
Blind person
s allowance
Transitional allowance (for some wives with husbands on low income if received in earlier years)
Are you claiming that you were not resident, or not
ordinarily resident, or not domiciled, in the UK, or
dual resident in the UK and another country, for
all or part of the year?
Were your total chargeable gains more than
6,800?
You may also need to fill in the Capital Gains
Pages if you made a capital loss.
Did you dispose of other chargeable assets worth
more than
13,600 in total?
Capital gainsoiDid you receive, or are you deemed to have, income
from a trust, settlement or deceased person
s estate?pYDo you want to claim tax credit relief for foreign tax
paid on foreign income or gains? r gains? a Double Taxation Agreement?
FMRLA
FMRLA
FMRLA
FMRLA
FMRLA
FMRLA
FMRLA
FMRLA
FMRLA
FMRLA
FMRLA
FMRLA
FMRLA
FMRLA
Tax Return: PAGE 8n
Ticko
Tickp
Tickr
IAny Chargeable Event Gains are summarised on a separate sheet
ACIEFA>>
AFAAABABABGH>>
+Client Number <<
ACIBAI>> <<
AFAAABABABGH>>
Box number 22.4 is not used
"Tick box 22.5 if you want to claim
Lower Rate Band
Lower Rate
Basic Rate
F46_1
F46_2
F46_3
F46_4
F46_5
F46_6
F46_7
Basic less Lower Rate
Basic Rate Band
Higher Rate
Higher less Basic Rate
F49AA
F53A a
F53A b
F53A c
F53A d
F53A e
F53A f
F53A g
F53A h
F53A i
F53A j
F64_1
F64_2
Now fill in Questions 10 to 23. If you answer
to a question, go straight to
the next one. If you answer
, fill in the relevant boxes.
Please use blue or black ink to fill in your Tax Return and please do not include pence. Round down, to the nearest pound, your income and capital gains and round up youtr tax credits and tax deductions
Now fill in any supplementary Pages BEFORE going to Step 3.
ue or black ink and ignore pence when filling in your Tax Return.
Now fill in any supplementary Pages before going to Step 3.
Tick this box when you have filled in your supplementary Pages
before going to Step 3.
Tick this box when you have filled in your supplementary Pages
A;OTHER INFORMATION for the year ended 5 April 1999 continued
22.1J
22.2K
22.3M
22.5N
23.2O
23.1P
Q 22QePlease tick boxes 22.1 to 22.5 if they apply and provide any additional information in the box below.R\Tick box 22.1 if you expect to receive a new pension or Social Security benefit in 1999-2000
A\Tick box 22.2 if you do not want any tax you owe for 1998-99 collected through your tax code
Tick box 22.3 if this Tax Return contains figures that are provisional because you do not yet have
final figures. Give details below. Page 27 of your Tax Return Guide explains the circumstances in which Tax Returns
containing provisional figures may be accepted.
Tick box 22.4 if you have made payments of rent to someone outside the UK. Give their name and address below.
Additional informationZ
Declaration[@I have filled in and am sending back to you the following pages:\
1 TO 8 OF THIS FORM]
EMPLOYMENT^
SHARE SCHEMES_
SELF-EMPLOYMENT`
PARTNERSHIPa
LAND AND PROPERTYb
FOREIGNc
TRUSTS ETCd
CAPITAL GAINSe
NON RESIDENCE ETC
Before you send your completed Tax Return back to your Tax Office, you must sign the statement below.
If you give false information or conceal any part of your income or chargeable gains, you may be liable to pay financial penalties and/or you may be prosecuted.
he following pages\
2 TO 8 OF THIS FORM]
EMPLOYMENT^
SHARE SCHEMES_
SELF-EMPLOYMENT`
PARTNERSHIPa
LAND AND PROPERTYb
FOREIGNc
TRUSTS ETCd
CAPITAL GAINSe
NON RESIDENCE ETC
& ETC
g7Signature DatehnThe information I have given in this Tax Return is correct
and complete to the best of my knowledge and belief
DThis screen only exists to summarise data to send on to calculations
Client Number
AFAAABABABAB>> <<
AFAAABABABAC>>
Employments
Tax Deducted
Lump Sums
Self-Employments
Profits
SC60 Tax
Deducted
Losses
offset 96/7
Total NIC Profits
Totals
Totals
Partnerships
Profits
Total NIC Profits
Totals
Tax Deducted
Share Schemes
Taxable amount
Totals
Class 4 Due
Amount chargeable
Close
Close
Index
Delete
Investments
Other Tax
Deducted
F75_226
Div 10_29
Div 10_32
Exemption 11_13
ICA 11_6
IDB 11_4
IN 11_8
IN 11_9
Int 10_1
Int 10_10
Int 10_11
Int 10_12
Int 10_13
Int 10_2
Int 10_3
Int 10_5
Int 10_6
Int 10_8
Int 10_9
Int 10_14
Int 10_4
Int 10_7
MCA 16_10
" MCA 16_13
$ MCA 16_15
MCA 16_8
MCA 16_5
MCA 16_974 Copy
Page 5B
Tax Return: PAGE 7
A1OTHER INFORMATION for the year ended 5 April 1999
Have you already had any 1998-99 tax refunded or set off by your
Tax Office or DSS Benefits Agency? Read the notes for
box 17.1 on page 26 of your Tax Return Guide
d2If Yes, enter the amount
of the refund in box 17.1luded in your tax code for 1997-98w@
Tax due for 1997-98 included in your tax code for a later year
Total tax and Class 4 NIC due for 1997-98 (put the amount in brackets if an overpayment)
Unpaid tax for earlier years
Tick box 18.5 if you have calculated tax overpaid for earlier yeras (and enter the amount in the
Additional information
box on page 8)
as (and enter the amount in the
Additional information
box on page 8)
Page 1B
for the year ended
5 April 1999
This Notice requires you by law to send me
a Tax Return for the year from 6 April 1998
to 5 April 1999. Give details of all your income and capital gains using:
this form and any supplementary Pages you need; or
other Inland Revenue approved forms; or
the Electronic Lodgement Service (ELS).
Make sure your Tax Return, and any documents asked for, reaches me by:
the later of 30 September 1999 and 2 months after the date this notice was given if you want me to calculate yo
Subscriptions under the Enterprise Investment Scheme (up to
150,000)
Your Tax Return
I have sent you pages 1 to 8 of your Tax Return:
page 2 tells you about supplementary Pages for some types of income and gains. For example, there are Pages for employment, and for self-employment income
pages 3 and 4 are for details of other income, for example, pensions and savings
page 5 is for claiming reliefs
page 6 is for claiming allowances
pages 7 and 8 are for other information.
I have included any supplementary Pages I think you need after page 8. Y
ou are responsible for making sure you have the right ones. Use page 2 to check.
I have also sent you:
a Tax Return Guide to help you fill in your Tax Return (read pages 2 to 5 of the Guide before you start), and
a Tax Calculation Guide to help you if you are calculating your own tax .
If you need help:
refer to your Tax Return Guide, or
ring the number above - most questions can be answered by telephone, or
when the office is closed, phone our Helpline on 0645 000 444 forC
general advice. It is open each evening and at weekends, or
if you do not want to explain your question on the phone, call in at a Tax Enquiry Centre - look under
Inland Revenue
in the phone book.
Please turn overG&SA100 (Substitute) (<<
AFAAABCAABCP>>)HtOfficial use
Tax Reference <<
AFAAABABABCP>>
Employer Ref <<
AFAAABABABFM>>
Date <<
ACIBAK>>
Tax Office AddrsssJ
Client NumberK
Telephone <<
AFAAABACABAJ>>L
ReferenceM}<<
AFAAABABABAB>> <<
AFAAABABABAC>>
AFAAABABABAD>>
AFAAABABABAE>>
AFAAABABABAF>>
AFAAABABABAG>>
AFAAABABABAH>>
A}Officer in Charge
AFAAABACABAB>>
AFAAABACABAC>>
AFAAABACABAD>>
AFAAABACABAE>>
AFAAABACABAF>>
AFAAABACABAG>>
Issue Date
Inland
Revenue
ur Tax Return (r
Step 1\
Step 3
Answer Questions 1 to 9 below to find out if you have the right supplementary Pages. Please read pages 6 and 7 of your Tax Return Guide if you need help. The Questions are colour coded to help you identify the supplementary Pages and their guidance notes. If you answer
, go to the next question. If you answer
, you must complete the relevant supplementary Pages. Turn to the back of your Tax Return to see if you have the right ones and look at the back of the Tax Return Guide to B
see if you have guidance Notes to go with them. Ring the Orderline on 0645 000 404, or fax on 0645 000 604 for any you need (open 7 days a week between 8am and 10pm). If I have sent you any Pages you do not need, ignore them.
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SA 100 to ClientsC
SA100 to HeaderfsC
SA100 to HeaderJ
SA100 to CapGainsSA100 to CapGains
SA100 to CapGainsJ
SA100 to CapGainsJ
SA100 to CapGainsJ
SA100 to CapGainsSA100 to CapGains
Tick to claim and give details in the
Additional information
box on page 8
(Please see page 23 of your Tax Return Guide for what is needed)
5Did you receive any of the following kinds of income?
Did you receive any other income which you have
not already entered elsewhere on your Tax Return?
Make sure you fill in any supplementary pages before answering Question 13.
4If Yes, fill in boxes 12.1 to
12.12 as appropriate
1If Yes, fill in boxes 13.1 to
13.6 as appropriate
Taxable amount for 1998/9
Gross amount before tax
Gross amount before tax
Tax deducted
Tax deducted
Tax deducted
Amount after tax deducted
Amount after tax deducted
Losses brought forward
Loss used in 1998-99
Losses sustained in 1998-99
Amount before tax
Amount received
Notional tax
Amount plus notional tax
Amount
Number of years
Number of years
Amount of gain(s)
Income receivable
Exempt amount
Income less exempt amount
Tax Return: PAGE 4
Welcome to the main form SA100
A>The current record is for
AFAAABABABAB>> <<
AFAAABABABAC>>
You can only complete one copy for each taxpayer
You can print a blank set of pages as a working sheet, and come back here as many times as you like - page through and you will receive further guidance at the end of this section^/Is Widow's Bereavement Allowance to be claimed?_3You need to specify some things before you proceed;eCIs any small underpayment to be collected from a later year
s code? a later year
s code?mall underpayment to be collected from a later year
s code?e? code? code?d from a later year
s code?cted from a later year
s code?r year
s code?later year
s code?s code? code?be collected from a later year
Please use blue or black ink to fill in your Tax Return and please do not include pence. Round down, to the nearest pound, your income and capital gains and round up youtr tax credits and tax deductions
Now fill in any supplementary Pages BEFORE going to Step 3.
Are you claiming that you were not resident, or not
ordinarily resident, or not domiciled, in the UK, or
dual resident in the UK and another country, for
all or part of the year?
Capital gains
&iDid you receive, or are you deemed to have, income
from a trust, settlement or deceased person
s estate?
'YDo you want to claim tax credit relief for foreign tax
gBEnter amount of any overpayment brought forward from earlier yearsh)Enter amount of any payments already madej-Enter amount of any Tax Due for earlier yearsn
You do not have to calculate your tax - I will do it for you if you send your Tax Return to me by 30 September. This will save you time and effort.
The Tax Calculation Guide I have sent you will help if you decide to calculate the tax yourself.
You do not have to wait until 30 September 1999, or 31 January 2000, to send me your Tax Return
Now fill in Questions 10 to 23. If you answer
to a question, go straight to
the next one. If you answer
, fill in the relevant boxes.
Did you have any taxable income from overseas
pensions or benefits, or from foreign companies or
savings institutions, offshore funds or trusts
abroad, or from land and property abroad or gains
on foreign life insurance policies?
)LDid you receive any rent or other income from land
and property in the UK?
Were you in partnership?
+\Were you self-employed (but not in partnership)?
(Tick
if you were a Name at Lloyd
Did you have any taxable income from share options,
shares (but this does not include dividends - they go
in Question 10) or share related benefits in the year?
Were you an employee, or office holder, or director,
or agency worker or did you receive payments or benefits from a former employer (excluding a pension) in the year ended 5 April 1999?
EMPLOYMENT
SHARE SCHEMES
SELF-EMPLOYMENT
PARTNERSHIP
LAND & PROPERTY
FOREIGN
TRUSTS ETC
CAPITAL GAINS
NON-RESIDENCE ETC
@UCheck to make sure you have the
right supplementary Pages and
then tick the box below
c>Tick this box when you have filled in your supplementary Pages
Have you or could you have received, or enjoyed
directly or indirectly, or benefited in any way from, income of a foreign entity as a result of a transfer of assets made in this or earlier years?
Tax Return: PAGE 3
l+Client Number <<
ACIBAI>>
AFAAABABABGH>>
mA'INCOME for the year ended 5 April 1999
10.11
10.14
10.17
10.20
10.23
10.26
10.29
10.32
10.10
10.13
10.16
10.19
10.22
10.25
10.28
10.31
10.12
10.15
10.18
10.21
10.24
10.27
10.30
Amount after tax deducted
Amount after tax deducted
client
please
removed
assessment
incapacity
self-employed
allowance
already
amount
ALLOWANCES RATE
DIV 10_32
F1 COPY
F4 TAG
GF4 TAG
GF4 TAG
F4 TAG
F4 TAG
GF4 TAG
F4 TAG
F4 TAG
F4 TAG
F4 TAG
G4 TAG
G TAG
GF4 TAG
F4 TAG
F4 TAG
DIV 10_32
F1 COPY
F4 TAG
DIV 10_32
F1 COPY
F4 TAG
DIV 10_32
F1 COPY
F4 TAG
F4 TAG
F4 TAG
F1 COPY
F4 TAG
Tax Return: PAGE 8
A;OTHER INFORMATION for the year ended 5 April 1999 continued
IAny Chargeable Event Gains are summarised on a separate sheet
ACIEFA>>
AFAAABABABGH>>
+Client Number <<
ACIBAI>> <<
AFAAABABABGH>>
Box number 22.4 is not used
"Tick box 22.5 if you want to claim
+Client Number <<
ACIBAI>>
AFAAABABABGH>>
A1INCOME for the year ended 5 April 1999, continued
LDid you receive a UK pension, retirement annuity or
Social Security benefit?
11.12
ePlease tick boxes 22.1 to 22.5 if they apply and provide any additional information in the box below.
\Tick box 22.1 if you expect to receive a new pension or Social Security benefit in 1999-2000
A\Tick box 22.2 if you do not want any tax you owe for 1998-99 collected through your tax code
Tick box 22.3 if this Tax Return contains figures that are provisional because you do not yet have
final figures. Give details below. Page 27 of your Tax Return Guide explains the circumstances in which Tax Returns
containing provisional figures may be accepted.
Additional information
Declaration
@I have filled in and am sending back to you the following pages:
1 TO 8 OF THIS FORM
EMPLOYMENT
SHARE SCHEMES
SELF-EMPLOYMENT
PARTNERSHIP
LAND AND PROPERTY
FOREIGN
TRUSTS ETC
CAPITAL GAINS
NON RESIDENCE ETC
relief now for 1999-2000 trading or certain capital losses. Enter the amount and year in the
Additional information
box below
to have post cessation or other business receipts taxed as income of an earlier year. Enter the amount and year in the
Additional information
box below
backwards or forwards spreading of literary or artistic income. Enter in the
Additional information
box details of any
amounts spread back to last year and, if appropriate, the year before.
for a
payment to your employer
s compulsory widow
s, widower
s or orphan
s benefit scheme (available in some
circumstances - read the notes on page 27 of your Tax Return Guide before you tick the box). Enter the amount,
in terms of tax, in the
Additional information
box below.
Statutory Sick Pay and Statutory Maternity Pay paid by the Department of Social Security
Taxable Incapacity Benefit
Other pensions and retirement annuities
Deduction
- see the note for box 11.13 on page 14 of
your Tax Return Guide
Taxable maintenance or alimony
Other income
e Incapacity Benefit
Do you want to claim relief for pension contributions?
Do not include contributions deducted from your pay by your employer to their pension scheme, because tax relief is given automatically. But do include your contributions to personal pension schemes
lA3If yes, fill in boxes 14.1 to
14.17 as appropriate
Relief claimed
Relief claimed
Relief claimed
pA2box 14.1 minus (boxes 14.2
and 14.3, but not 14.4)
qA2box 14.6 minus (boxes 14.7
and 14.8, but not 14.9)
rA6box 14.11 minus (boxes 14.12
and 14.13, but not 14.14)
Employee contributions to personal pension plans (include your gross contribution) - see the note on box 14.11 in your Tax Return Guide)
_#Qualifying payments
made in 1998-99
`#Qualifying payments
made in 1998-99
aA#Qualifying payments
made in 1998-99
b'1998-99 payments
now to be carried back
c'1998-99 payments
now to be carried back
d'1998-99 payments
now to be carried back
e(1998-99 payments
used in an earlier year
f$Payments brought
back from 1999-2000
g(1998-99 payments
used in an earlier year
h$Payments brought
back from 1999-2000
i(1998-99 payments
used in an earlier year
j$Payments brought
back from 1999-2000
Post-cessation expenses, and losses on relevant discounted securities etc.
Payments to a trade union or friendly society for death benefits
15.10
15.11
15.12
VA2Do you want to claim any of the following reliefs?
[A'RELIEFS for the year ended 5 April 1999
Retirement annuity contracts
Self-employed contributions to personal pension plans
Maintenance or alimony payments you have made under a court order, Child Support Agency assessment or legally binding order or agreement
Subscriptions for Venture Capital Trust shares (up to
100,000)
Subscriptions under the Enterprise Investment Scheme (up to
150,000)
Charitable covenants or annuities
Gift Aid and Millennium Gift Aid
11.11
Pensions (other than State pensions)
and retirement annuities
11.10
11.13
Gains on UK life insurance policies
(without notional tax)
# Corresponding deficiency relief
Refunds of surplus funds from additional
voluntary contributions
Gains on UK life insurance policies etc
(with notional tax) - read page 15 of the
Tax Return Guide
12.10
12.11
box 15.2 x 10%
_IIf the figure in box F68 is more than
the figure in box F60, enter a zero
F65_6 Copy
cha001
ros001
Amount of contributions to employer
s schemes not deducted at source from pay
Gross amount of free-standing additional voluntary contributions paid in 1998-99
Amount of payment
Amount of payment
Amount of payment
Amount of payment
Amount of payment
Amount of payment
Half amount of payment
~ Amount claimed under
rules
.Amount claimed under
rules up to
1,900
-Amount claimed under
rules over
1,900
Please turn over
A2If yes, fill in boxes 15.1 to
15.12 as appropriate
Tax Return: PAGE 5
Amount on which relief claimed
Amount on which relief claimed
;Did you receive any income from UK savings and investments?
Asif yes, fill in boxes 10.1 to
10.32 as appropriate. Include only your share from any joint savings and investments.
Please turn over
14.10
14.15
14.11
14.12
14.13
14.14
14.16
14.17
Payments you made for vocational training
Interest eligible for relief on loans to buy your main home (other than MIRAS)
Interest eligible for relief on other qualifying loans
insurance policies
(without notional tax)
Step 1
Step 3
Answer Questions 1 to 9 below to find out if you have the right supplementary Pages. Please read pages 6 and 7 of your Tax Return Guide if you need help. The Questions are colour coded to help you identify the supplementary Pages and their guidance notes. If you answer
, go to the next question. If you answer
, you must complete the relevant supplementary Pages. Turn to the back of your Tax Return to see if you have the right ones and look at the back of the Tax Return Guide toB
see if you have guidance Notes to go with them. Ring the Orderline on 0645 000 404, or fax on 0645 000 604 for any you need (open 7 days a week between 8am and 10pm). If I have sent you any Pages you do not need, ignore them.
your bank or building society account or other
nominee? Tick box 19.2
u&to receive on my behalf the amount due
vOThis authority
must be signed
by you. A
photocopy of
your signature
will not do
Calculate
/Enter your National Insurance
number (if known)
Enter your first
two forenames
Date of birth
bIf you ticked either box 19.2 or 19.9, fill in boxes 19.3 to
19.8, 19.11 and 19.12 as appropriate)
ther income
Notional tax
Amount of gain
Amount of deduction
y2If Yes, fill in boxes 11.1 to
11.13 as appropriate
14.10
14.15
14.11
14.12
14.13
14.14
14.16
14.17
Payments you made for vocational training
_A~Please give a daytime telephone number if convenient. It is often simpler to phone if we need to ask you about your Tax Return
Your telephone
number
a0or, if you prefer,
your agent
telephone number
bY(also give your agent
s name and reference in the
Additional information
box on page 8)
c Name of bank or
building society
Branch sort code
Account number
Name of account
Building Soc. ref.
h^Please give details of your (or your nominee
s) bank or
building society account for repayment
Nominee
address
Agent
s ref.
for you
I authorise
Name of your nominee/agent
mANIf your nominee is your agent,
tick box 19.9 and complete
boxes 19.10 to 19.12
n)Should the repayment (or payment) be sent
to you? Tick box 19.1
kolymvas
otter
phillips
traves
welch
Do you want to claim a repayment if you have paid
too much tax?
(if you tick
, I will set any amount you are owed against your next tax bill)
X1If Yes fill in boxes 19.1 to 19.12
as appropriate
Z0Are your details on the front of the form wrong?
[=If Yes , please make any corrections
on the front of the form
Please give other personal details in boxes 21.1 to 21.6 This information helps us to be more efficient and effective and may
support claims you have made elsewhere in your Tax Return
Enter your date of birtjh if you are self-employed or were born before 6 April 1934, or you have ticked the
box in Question 14, or you are claiming relief for Venture Capital Trust subscriptions
^>Say if you are single, married,
widowed, divorced or separated
2"Do you want to calculate your tax?
3cIf Yes do it now and then fill in
boxes 18.1 to 18.9 below. Your
Tax Calculation Guide will help
Unpaid Tax for earlier years included in your tax code for 1998-99
Tax due for 1998-99 included in your tax code for a later year
Total tax and Class 4 NIC due for 1998-99 before you made any payments on account
(put the amount in brackets if an overpayment)
Your first payment on account for 1999-2000 (include the pence)
8AFTick box 18.8 if you do not need
to make 1999-2000 payments on account
1999-2000 tax you are reclaiming now
19.10
19.11
19.12
+Client Number <<
ACIBAI>>
AFAAABABABGH>>
Tax Return: PAGE 7
A1OTHER INFORMATION for the year ended 5 April 1999
Have you already had any 1998-99 tax refunded or set off by your
Tax Office or DSS Benefits Agency? Read the notes for
box 17.1 on page 26 of your Tax Return Guide
2If Yes, enter the amount
of the refund in box 17.1
Your payments on account for 1999-2000 (include the pence)
Tick box 18.7 if you are making a claim to reduce
your 1999-2000 payments on account and
say why in the
Additional information
our tax, or
the later of 31 January 2000 and 3 months after the date this notice was given at the latest , or you will be liable to an automatic penalty of
Make sure your payment of any tax you owe reaches me by 31 January, or you will have to pay interest and perhaps a surcharge.
All Tax Returns will be checked. Please remember that there are penalties for supplying false information.
AePlease read this page first
The green arrows and instructions will guide
you through your Tax Return.
Your Tax Return
I have sent you pages 1 to 8 of your Tax Return:
page 2 tells you about supplementary Pages for some types of income and gains. For example, there are Pages for employment, and for self-employment income
pages 3 and 4 are for details of other income, for example, pensions and savings
page 5 is for claiming reliefs
page 6 is for claiming allowances
pages 7 and 8 are for other information.
I have included any supplementary Pages I think you need after page 8.
You are responsible for making sure you have the right ones. Use page 2 to check.
I have also sent you:
a Tax Return Guide to help you fill in your Tax Return (read pages 2 to 5 of the Guide before you start), and
a Tax Calculation Guide to help you if you are calculating your own tax .
If you need help:
refer to your Tax Return Guide, or
ring the number above - most questions can be answered by telephone, or
when the office is closed, phone our Helpline on 0645 000 444 fC
or general advice. It is open each evening and at weekends, or
if you do not want to explain your question on the phone, call in at a Tax Enquiry Centre - look under
Inland Revenue
in the phone book.
Before you send your completed Tax Return back to your Tax Office, you must sign the statement below.
If you give false information or conceal any part of your income or chargeable gains, you may be liable to pay financial penalties and/or you may be prosecuted.
7Signature Date
nThe information I have given in this Tax Return is correct
and complete to the best of my knowledge and belief
If you have signed for someone else, please also
state the capacity in which you are signing
(for example as executor or receiver)
give the name of the person you are signing for
and your name and address in the
Additional information
box above
Please turn over
&SA100 (Substitute) (<<
AFAAABCAABCP>>)
tOfficial use
Tax Reference <<
AFAAABABABCP>>
Employer Ref <<
AFAAABABABFM>>
Date <<
ACIBAK>>
Tax Office Addrsss
Client Number
Telephone <<
AFAAABACABAJ>>
Reference
AFAAABABABAB>> <<
AFAAABABABAC>>
AFAAABABABAD>>
AFAAABABABAE>>
AFAAABABABAF>>
AFAAABABABAG>>
AFAAABABABAH>>
A}Officer in Charge
AFAAABACABAB>>
AFAAABACABAC>>
AFAAABACABAD>>
AFAAABACABAE>>
AFAAABACABAF>>
AFAAABACABAG>>
Issue Date
Inland
Revenue
ur Tax Return (r
Payments listB
Were your total chargeable gains more than
6,800?
You may also need to fill in the Capital Gains
Pages if you made a capital loss.
Tax Return: PAGE 2
A9INCOME AND CAPITAL GAINS for the year ended 5 April 1999
Have you disposed of your exempt only or main
residence? If
, read page 7 of your Tax
Return Guide to see if you need the Capital
Gains Pages.
Did you dispose of other chargeable assets worth
more than
13,600 in total?
A!- where no tax has been deducted
- where tax has been deducted
Interest distributions from UK authorised
unit trusts and open-ended investment
companies (dividend distributions go below)
National Savings (other than FIRST Option
Bonds and the first
70 of interest from
a National Savings Ordinary Account)
National Savings FIRST Option Bonds
Other income from UK savings and
investments (except dividends)
5Do you want to claim any of the following allowances?
Name of University etc/type of training if the child is
16 or over on 6 April 1998 and in full time education or training
Enter
amount
at 16.28
below
box number 16.9 is not used
box number 16.14 is not used
16.16A
Tick box 16.16A if you are claiming the married couple
s allowance and
additional personal allowance because your spouse was unable to work,
because of illness or disablement, throughout the year ended 5 April 1999
Tax due for earlier years
Tick box 18.5 if you have calculated tax overpaid for earlier years (and enter the amount in the
Additional information
box on page 8)
Enter your share as a percentage
If share not agreed, enter number of days in the year ended 5 April 1999 that the child lived with
- you
- other person
Widow
s bereavement allowance
Date of your husband
s death
Transfer of surplus allowances - see page 26 of your Tax Return Guide before you fill in boxes 16.25 to 16.28
Tick if you want your spouse
to have your unused allowances
Tick if you want to have your
spouse
s unused allowances
Blind person
surplus allowance
Married couple
surplus allowance
Please give details in the
Additional information
box on page 8 - see page 26 of your Tax Return Guide for what is needed
If you want to calculate your tax, enter the amount of the surplus allowance you can have.
Tick box 16.10 if you and
your wife have allocated
all the alowance to her
Date of marriage
(if after 5 April 1998)
Child
s date of birth
Husband
s full name
Wife
s date of birth
(if before 6 April 1934)
Tick box 16.13 if you or
your husband have allocated
half the alowance to you
Tick box 16.15 if you and
your husband have allocated
all the alowance to you
Tick if child lives with you
Married couples allowance - if you are a married woman - see page 24 of your Tax Return Guide
Additional personal allowance (available in some circumstances if you have a child living with you - see page 25 of your
Tax Return Guide)
Name of the
child claimed for
A9Sharing a claim
Name and address of other person claiming
16.19
16.11
16.17
16.13
-Date of registration (if first year of claim)
#Local authority (or other register)
Blind person
s allowance
Transitional allowance (for some wives with husbands on low income if received in earlier years)
Tick to claim and give details in the
Additional information
box on page 8
(Please see page 23 of your Tax Return Guide for what is needed)
If you want to calculate your tax enter amount of transitional allowance you can have in box 16.4
Married couples allowance for are a married man - see page 24 of your Tax Return Guide
ILI wish to reduce each of the payments on account for the tax year 1998-99 to toference or National Insurance number. You will find
this information, together with the name and address of your Tax
Office in the top right hand corner of your Statement of Account
ApTax Reference <<
AFAAABABABCP>>
Employer reference <<
AFAAABABABFM>>
National Insurance number <<
AFAAABABABBJ>>
Tax Office name and address
AFAAABACABAB>>
AFAAABACABAC>>
AFAAABACABAD>>
AFAAABACABAE>>
AFAAABACABAF>>
AFAAABACABAG>>
AFAAABABABAB>> <<
AFAAABABABAC>>
AFAAABABABAD>>
AFAAABABABAE>>
AFAAABABABAF>>
AFAAABABABAG>>
AFAAABABABAH>>
BABAH>>
AASelf Assessment - Claim to reduce payments on account for 1998-99
the Income Tax and Class 4 NIC payable by me for 1996-7 (net of tax deducted at source and tax credits on
dividends) will be less that the payments on account due for 1996-97 based on the relevant 1995-96 income.EBI will not be liable to any income Tax and Class 4 NIC for 1996-97F?my taxable business profits are less in 1996-97 than in 1995-96G@my tax allowances and reliefs are more in 1996/7 than in 1995-96
4I understand that
If the actual payments on account due are greater than the amounts paid, I will have to pay interest on the
difference between the amounts due and the amounts paid
any incorrect statement made fraudulently or negligently in connection with this claim could make me liable to a penalty
I believe that
tick
the Income Tax and Class 4 NIC payable
for 1998-99 (net of tax deducted at source
and tax credits on dividends) will be less
than the payments on account due for
1998-99 based on the 1997-98 tax liabilityEHThere will be no liability to any income Tax and Class 4 NIC for 1998-99FAthe taxable business profits are less in
1998-99 than in 1997-98GCthe tax allowances and reliefs are more
in 1998-99 than in 1997-98
I understand that
If the actual payments on account due are greater than the amounts paid, interest will be payable on the difference
any incorrect statement made fraudulently or negligently in connection with this claim could make me liable to a penalty
DateK
If this reference is blank please give your Tax reference,
Employer reference or National Insurance number. You will find
this information, together with the name and address of your Tax
Office in the top right hand corner of your Statement of Account
ApTax Reference <<
AFAAABABABCP>>
Employer reference <<
AFAAABABABFM>>
National Insurance number <<
AFAAABABABBJ>>
Tax Office name and address
AFAAABACABAB>>
AFAAABACABAC>>
AFAAABACABAD>>
AFAAABACABAE>>
AFAAABACABAF>>
AFAAABACABAG>>
From/on behalf of
AFAAABABABAB>> <<
AFAAABABABAC>>
AFAAABABABAD>>
AFAAABABABAE>>
AFAAABABABAF>>
AFAAABABABAG>>
AFAAABABABAH>>
"A SummariesB
Payment 1 offeredB
Payment 2 offeredB
SA303 DateB
Current DateB
POA 1B
POA 2B
POA 3B
POA 4B
POA 5B
POA 6B
Substitute POA OfferedB
Reason for POA reductionB
Age Income LimitB
Basic less Lower Rate
Basic less Lower Rate
AFAAABABABAB>> <<
AFAAABABABAC>>R
AFAAABABABCF>>SFPlease read the explanatory notes overleaf before completing this formT
Name of taxpayerU
Please note that the amount of each reduced
payment on account should be half of the net
Income Tax and Class 4 NIC that you expect
to be due for 1998-99V
Signed
A!Agent
(if signed
by agent)
Agent
RefZGWhen you have completed and signed this form
send it to your Tax Office[=the tax deducted at source is more in
1998-99 than in 1997-98
other reason, please specify
My reason(s)^
or` SA303 (Substitute) (Tax Manager)w
Inland
Revenue
F65_5B
J="/"
SA303 98/9B
CEG 12_8B
Foreign 6_7B
Foreign 6_8B
Total Column BB
TSR2B
25/5/99
25/5/99
25/5/99
7/9/99
Income Tax and Class 4 NIC Due
25/5/99
12:34:32 am
25/5/99
25/5/99
25/5/99
25/5/99
Income Tax and Class 4 NIC Due
25/5/99
12:38:23 am
luc003
Amount after tax deducted
Amount after tax deducted
Tax deducted
Tax deducted
Tax deducted
Tax deducted
Tax credit
Tax credit
Notional tax
Notional tax
Notional tax
Notional tax
Taxable amount
Taxable amount
Taxable amount
Gross amount before tax
Gross amount before tax
Gross amount before tax
Gross amount before tax
!Dividend/distribution plus credit
!Dividend/distribution plus credit
Dividend plus notional tax
Dividend plus notional tax
Dividend plus notional tax
Dividend/distribution
Dividend/distribution
Dividend
Dividend
Dividend
Dividends and other qualifying
distributions from UK Companies
Dividends distributions from UK authorised
unit trusts and open-ended investment
companies
Scrip dividends from UK Companies
Foreign income dividends from UK Companies
Foreign income dividend distributions from UK authorised unit trusts and open-ended investment companies
Non-qualifying distributions and loans
written off
Dividends
Interest
iskFit
ind alia
Interest from UK banks, building societies and deposit takers
Tax Return
for the year ended
5 April 1999
This Notice requires you by law to send me
a Tax Return for the year from 6 April 1998
to 5 April 1999. Give details of all your income and capital gains using:
this form and any supplementary Pages you need; or
other Inland Revenue approved forms; or
the Electronic Lodgement Service (ELS).
Make sure your Tax Return, and any documents asked for, reaches me by:
the later of 30 September 1999 and 2 months after the date this notice was given if you want me to calculate y
FPTHAAMacintosh HD:Tax Manager 99 Programming:TM Files:Tax Manager Help
MSPCA
NAMEA
Tax Manager Help
RPTHA
Tax Manager Help
Client Number
UK Gains without TaxH
A GainI
B YearsJ
C = A/B
UK Gains with Tax
Total Column CX
Total Column A_
AFAAABABABGH>>a&to box F49AA (Column A less Column C)b
to box TSR2 (6.8 + 12.5 + 12.8)c
Total Foreign Gains (box 6.8)d"Total Gains without tax (box 12.5)e
Total Gains with tax (box 12.8)f Total UK Notional Tax (box 12.7)g$Total Notional tax (Foreign) box 6.7h
Notional Taxk
Findl
Quitn
Closeo
Helpp
Indexq
Deleter
s Top Slicing Relief Working Sheet
Basic RateB
Basic Rate BandB
"A Calc 18_6B
Cap Gain BB
Cap Gain CB
Cap Gain FB
Cap Gain GB
Cap Gain HB
Cap Gain IB
Cap Gain JB
F1 CopyB
F10 CopyB
F19 CopyB
F2 CopyB
F20 Copy
F22 CopyB
F23 CopyB
F24 CopyB
F25 CopyB
F25_1 CopyB
F25_2 CopyB
F25_3 CopyB
F25_4 CopyB
F25_5 CopyB
F26 CopyB
F27 CopyB
;A F28A CopyB
F3 CopyB
F30 CopyB
F33 CopyB
F38 CopyB
F4 CopyG
F41 CopyB
F42 CopyB
F43 CopyB
F44 CopyB
EA F44A CopyB
F45 CopyB
F46 CopyB
F48 CopyB
F49 CopyB
JA F49A CopyB
KA F49D CopyB
LA F49G CopyB
F5 CopyB
F50 CopyB
F52 CopyB
F53 CopyB
QA F53A Copy
RA F53B CopyB
SA F53C CopyB
F58 CopyB
F59 CopyB
F6 CopyB
F60 CopyB
XA F60A CopyB
YA F60B CopyB
ZA F60C CopyB
F61 CopyB
F62 CopyB
F63 CopyB
F64 CopyB
F65_1 CopyB
F65_2 CopyB
F65_3 CopyB
F65_4 CopyB
F6 COPY
F6 TAG
F6 TEXT
F60 COPY
W F60A COPY
F60A TAG
F60A TEXT
K F60B COPY
F60B TAG
F60B TEXT
F60C COPY
F60C TAG
F60C TEXT
F61 COPY
F61 TAG
F61 TEXT
F62 COPY
F62 TAG
F62 TEXT
F63 COPY
F63 TAG
F64 COPY
F64 TAG
F64 TEXT
F64 TEXT A
F65 COPY
F65 TAG
F65 TEXT
F65_1
F65_1 COPY
_ F65_1 TAG
F65_1 TEXT
F65_2
F65_2 COPY
` F65_2 TAG
F65_2 TEXT
F65_3
F65_3 COPY
a F65_3 TAG
F65_3 TEXT
F65_4
F65_4 COPY
b F65_4 TAG
F65_4 TEXT
F65_5
F65_5 COPY
d F65_5 TAG
F65_5 TEXT
F65_6
F65_6 COPY
F65_6 TAG
F65_6 TEXT
F66 COPY
F8 COPY
F9 COPY
HIGHER AA
HIGHER AGE ALLCE DATE
HIGHER LESS BASIC RATE
HIGHER MCA
HIGHER RATE
HR THRESHOLD
INVERSE BASIC RATE
F65_5 CopyB
F65 CopyB
F66 CopyB
F67 CopyB
F69 CopyB
F7 CopyB
F70 CopyB
F71 CopyB
F72 CopyB
F73 CopyB
F74 CopyB
F75 CopyB
F76 CopyB
F77 CopyB
F77 CopyB
F78 CopyB
F9 CopyB
vA Higher AAB
Higher Age Allce DateB
Lower Age Allce DateB
Tax Month 1B
Tax Month 2B
Tax Month 3B
Tax Month 4B
Tax Month 5B
Tax Month 6B
Tax Month 7B
Tax Month 8B
Tax Month 9B
Tax Month 10B
Tax Month 11B
Tax Month 12B
Higher less Basic RateB
Higher MCAB
Higher RateB
HR ThresholdB
Inverse Basic RateB
Lower AAB
A Lower MCAB
Lower RateB
Lower Rate BandB
F8 CopyB
Single AllowanceB
h)*100/20)+
h)*100/20)+
F25_3B
J="/"
F25_4B
J="/"
F25_5B
J="/"
F60CB
F65_1B
J="/"
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0))))
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F46_1B
F46_2B
F46_3B
F46_4B
F46_5B
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F49DB
F49EB
F49FB
F49GB
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F53BB
F53CB
F53AB
F53BB
F53CB
0))))
F46_1B
F46_2B
F46_3B
F46_4B
F46_5B
F44AB
A SAA Box CB
A SAA Box DB
A SAA Box EB
TSR 1B
TSR 10B
TSR 11SR 11
TSR 11
TSR 11
TSR 11R 11 11 11
F49AB
F49CB
F49DB
F49EB
F49FB
F49GB
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F53BB
F53CB
A F25_4 TagB
"F25.4")
F25.42
A F25_5 TagB
F27 TagB
F28A TagB
F3 TagB
F4 TagB
F43 TagB
F44 TagB
F44A TagB
F45 TagB
F48 TagB
F49 TagB
F49G TagB
F52 TagB
F53 TagB
F53B TagB
F53C Tag
F49BB
F49CB
F49DB
F49FB
F49GB
F53AB
F53BB
F53CB
REPAY 19_10
REPAY 19_11
REPAY 19_12
REPAY 19_2
REPAY 19_3
REPAY 19_4
REPAY 19_5
REPAY 19_6
REPAY 19_7
REPAY 19_8
REPAY 19_9
SA100 18_1
SA100 18_2
SA100 18_3
SA100 18_4
SA100 18_5
SA100 18_6
SA100 18_8
SA100 18_9
00 18_9
18_9
F13 CopyB
F13 TagB
"F13")
F15 CopyB
F16 CopyB
F17 CopyB
F18 CopyB
F14 TagB
"F14")
F15 TagB
"F15")
F16 TagB
"F16")
F17 TagB
"F17")
for F32B
I) - (
h)*100/20)
F64_1B
F64_2B
F64_3B
F64_4B
F64_6B
F78 less F60CB
Pens Relief 14_14B
Pens Relief 14_16B
Pens Relief 14_17B
Pens Relief 14_2B
Pens Relief 14_3B
Pens Relief 14_4B
Pens Relief 14_6B
Pens Relief 14_7B
Pens Relief 14_8B
Pens Relief 14_9B
Pens Relief 14_10B
Pens Relief 14_5B
Pension 11_1010
F86AB
="Yes"
<1000
A MCA Box GB
A MCA Box HB
MCA RestrictionB
A SAA Box CB
A SAA Box DB
A SAA Box EB
TSR 1B
TSR 10B
TSR 11
Exempt ThresholdB
DELETEB
For F66B
For F66B
For F66B
For F66B
For F66B
A For W28_1B
For W53B
For W_18B
Grand Total NIC ProfitsB
Sum 1_29B
Total NIC ProfitsB
A MAA Box GB
A SAA Box EB
TSR 1B
TSR 10B
TSR 11
TSR 11
Calc 1B
F46_1B
F46_2B
F46_3B
F46_4B
F46_5B
Cap Gain FB
Cap Gain GB
Cap Gain HB
Cap Gain IB
Cap Gain JB
F19 CopyB
F2 CopyB
F20 Copy
F25_2 TextB
"Age Related Allowance")
Age Related Allowance2
F25_3 TextB
"Blind Persons Allowance")
Blind Persons Allowance2
F25_4 TextB
"Transitional Allowance")
Transitional Allowance2
F27 TextB
F28A Text aB
F28A Text bB
F28A Text cB
F3 TextB
F4 TextB
F43 TextB
F48 TextB
F25_5 TextB
"Blind Persons Surplus Allowance from Spouse")
+Blind Persons Surplus Allowance from Spouse2
F27 TextB
"Income Tax on Chargeable Event Gains at 23% on")
.Income Tax on Chargeable Event Gains at 23% on2
F28A Text aB
"Lower Rate @ 20% on")
Lower Rate @ 20% on2
F28A Text bB
"Basic Rate at 3% on")
Basic Rate at 3% on2
0% on2
at 20% on2
F3 TextB
F4 TextB
F43 TextB
F48 TextB
AA F49E TextB
"Basic Rate at 3% on")
Basic Rate at 3% on2
F3 TextB
"Income from Self-Employment (as a sole trader)")
.Income from Self-Employment (as a sole trader)2
F4 TextB
"Income from Partnerships")
Income from Partnerships2
F43 TextB
"Income Tax at 20% on")
Income Tax at 20% on2
F48 TextB
"Income Tax at 3% on")
Income Tax at 3% on2
F52 TextB
"Income Tax at 17% on")
Income Tax at 17% on2
F6 TextB
KA F60A TextB
LA F60B TextB
MA F60C TextB
F61 TextB
F62 TextB
F64 TextB
F64 Text aB
F64_1 TextB
F64_2 TextB
F64_3 TextB
F64_4 TextB
F64_5 TextB
HA F53B TextB
"Higher Rate at 17% on")
Higher Rate at 17% on2
F58 TextB
F6 TextB
KA F60A TextB
LA F60B TextB
MA F60C TextB
F61 TextB
F62 TextB
F64 TextB
F64 Text aB
F64_1 TextB
F64_2 TextB
F64_3 TextB
F64_4 TextB
F64_5 TextB
F58 TextB
"Income Tax at 3% on")
Income Tax at 3% on2
F6 TextB
"Foreign Income")
Foreign Income2
LA F60B TextB
MA F60C TextB
F61 TextB
F62 TextB
F64 TextB
F64 Text aB
F64_1 TextB
F64_2 TextB
F64_3 TextB
F64_4 TextB
F64_5 TextB
KA F60A TextB
"plus liability from off-shore trusts")
$plus liability from off-shore trusts2
LA F60B TextB
"less Tax Credit Relief")
less Tax Credit Relief2
MA F60C TextB
"Capital Gains Tax Due (B)")
Capital Gains Tax Due (B)2
F62 TextB
F64 TextB
F64 Text aB
F64_1 TextB
F64_2 TextB
F64_3 TextB
F64_4 TextB
F64_5 TextB
F61 TextB
"less Top Slicing Relief")
less Top Slicing Relief2
F62 TextB
"less Venture Capital Trust Shares")
!less Venture Capital Trust Shares2
F65 TextB
"Total Allowances at 15%")
Total Allowances at 15%2
F64 Text aB
"less Allowances which reduce Tax")
less Allowances which reduce Tax2
F65_1 TextB
"Married Couples Allowance")
Married Couples Allowance2
F64_4 TextB
F64_5 TextB
F65_2 TextB
"Surplus Married Couples Allowance from Spouse")
-Surplus Married Couples Allowance from Spouse2
F65_3 TextB
"Additional Personal Allowance")
Additional Personal Allowance2
F65_4 TextB
"Widow's Bereavement Allowance")
Widow's Bereavement Allowance2
F65_5 TextB
"Loan Interest Paid")
Loan Interest Paid2
F66 TextB
"less Notional Tax")
less Notional Tax2
F67 TextB
"less Tax Credit Relief")
less Tax Credit Relief2
F71 TextB
F73 TextB
F75 TextB
F76 TextB
F78 less F60C TextB
F78 TextB
F8 TextB
F9 TextB
F22 for reportB
F5 TagB
"F5")
F7 TextB
"Income from Trusts and Estates")
Income from Trusts and Estates2
F70 TextB
"plus Tax on Deeds of Covenant and Gift Aid Payments")
3plus Tax on Deeds of Covenant and Gift Aid Payments2
F71 TextB
"plus Class 4 National Insurance Contributions")
-plus Class 4 National Insurance Contributions2
60C TextB
F78 TextB
F8 TextB
F9 TextB
F22 for reportB
F5 TagB
"F5")
F8 TextB
"Income from UK Interest and Dividends")
%Income from UK Interest and Dividends2
F9 TextB
"Income from UK Pensions")
Income from UK Pensions2
F22 for reportB
F5 TagB
"F5")
F49EB
F49FB
F49GB
F53AB
F53BB
F53CB
F1 COPY
F1 TAG
F1 TEXT
F10 COPY
F10 TAG
F10 TEXT
F11 COPY
F11 TAG
F11 TEXT
F12 COPY
F13 COPY
F13 TAG
F13 TEXT
F14 COPY
F14 TAG
F14 TEXT
F15 COPY
F15 TAG
F15 TEXT
F16 COPY
F16 TAG
F16 TEXT
F17 COPY
F17 TAG
F17 TEXT
F18 COPY
F18 TAG
F18 TEXT
F19 COPY
F19 TAG
F19 TEXT
F2 COPY
F2 TAG
F2 TEXT
F20 COPY
F20 TAG
F20 TEXT
F20 TEXT A
F21 TAG
F21 TEXT
F42 COPY
F43 COPY
F44 COPY
F44A COPY
F45 COPY
F46 COPY
F46_1
F46_2
F46_3
F46_4
F46_5
F46_6
F48 COPY
F49 COPY
F49A COPY
F49D COPY
F49G COPY
F5 COPY
F50 COPY
F52 COPY
F53 COPY
F53A COPY
F25_1B
F25_2B
F25_3B
F25_4B
F25_5B
F44AB
F46_1B
F46_2B
F46_3B
F46_4B
F46_5B
F46_6B
F49AB
F49BB
F49CB
F49DB
F49EB
F49FB
F49GB
F53AB
F53BB
F53CB
F53B COPY
F53B TAG
F53B TEXT
F53C COPY
F53C TAG
G F53D COPY
F58 COPY
F58 TAG
F58 TEXT
F59 COPY
F59 TAG
F6 COPY
F66 TAG
INT 10_7
INT 10_9
ISSUE DATE
LOWER AA
PENS RELIEF 14_8
u PROP CODE
REPAY 19_10
SA100 NUMBER
F60cB
F64_1B
F64_2B
F64_3B
F64_4B
F64_6B
F78 less F60CB
F86bB
A MCA Box GB
A MCA Box HB
MCA RestrictionB
A SAA Box CB
A SAA Box DB
A SAA Box EB
TSR 1B
TSR 10B
TSR 11
TSR 12B
TSR 14B
TSR 3B
TSR 5B
TSR 8B
F1 TagB
"F1")
F22 COPY
F22 FOR REPORT
F22 TAG
F22 TEXT
F23 COPY
F23 TAG
F23 TEXT
F23_1
F24 COPY
F24 TAG
F25 COPY
F25_1
F25_1 COPY
4 F25_1 TAG
F25_1 TEXT
F25_2
F25_2 COPY
5 F25_2 TAG
F25_2 TEXT
F25_3
F25_3 COPY
6 F25_3 TAG
F25_3 TEXT
F25_4
F25_4 COPY
7 F25_4 TAG
F25_4 TEXT
F25_5
F25_5 COPY
8 F25_5 TAG
F25_5 TEXT
F26 COPY
F27 COPY
F27 TAG
F27 TEXT
F28A COPY
F28A HEADING
F28A TAG
F28A TEXT
F28A TEXT A
F3 COPY
F3 TAG
F3 TEXT
F30 COPY
F31 COPY
F33 COPY
F34 COPY
F37 COPY
F38 COPY
F4 COPY
F4 COPY
F4 COPY
F49D COPY
F49G COPY
F5 COPY
F50 COPY
F52 COPY
F53 COPY
F53A COPY
A F25_3 TagB
"F25.3")
F25.32
A F25_5 TagB
F27 TagB
F28A TagB
F3 TagB
F4 TagB
F43 TagB
F44 TagB
F44A TagB
F45 TagB
F48 TagB
F49 TagB
F49G TagB
F52 TagB
F53 TagB
F53B TagB
F53C Tag
F4 TAG
F4 TEXT
F41 COPY
F42 COPY
F43 COPY
F43 TAG
F43 TEXT
F44 COPY
F44 TAG
F44A COPY
F44A TAG
F45 COPY
F45 TAG
F46 COPY
F46_1
F46_2
F46_3
F46_4
F46_5
F46_6
F48 COPY
F48 TAG
F48 TEXT
F49 COPY
F49 TAG
F49A COPY
F49AA
F49D COPY
F49E COPY
F49E TEXT
F49G COPY
F49G TAG
F49G TAG A
F5 COPY
F5 TAG
F5 TEXT
F50 COPY
F52 COPY
F52 TAG
F52 TEXT
F53 COPY
F53 TAG
F53A COPY
QF53A COPY
F58 TagB
"F58")
F59 TagB
F6 TagB
F60A TagB
F60B TagB
F60C TagB
F61 TagB
F62 TagB
F63 TagB
F64 TagB
A F64_1 TagB
A F64_2 TagB
A F64_3 TagB
!A F64_4 TagB
"A F64_5 TagB
#A F64_6 TagB
F65 Tag
"F53C")
F53C2
"F65")
F67 TagB
F7 TagB
F70 TagB
F71 TagB
F73 TagB
F75 TagB
F76 TagB
F78 TagB
F8 TagB
F9 TagB
F1 TextB
F10 TextB
F18 TextB
F19 TextB
F2 TextB
F20 Text
F66 TAG
F66 TEXT
F67 COPY
F67 TAG
F67 TEXT
F69 COPY
F7 COPY
F7 TAG
F7 TEXT
F70 COPY
F70 TAG
F70 TEXT
F71 COPY
F71 TAG
F71 TEXT
F72 COPY
F73 COPY
F73 TAG
F73 TEXT
F74 COPY
F75 COPY
F75 TAG
F75 TEXT
F75_1
F75_2
F75_3
F75_8
F77 COPY
F78 COPY
F78 FOR REPORT
F78 LESS F60C
F78 LESS F60C TAG
F78 LESS F60C TEXT
F78 TAG
F78 TEXT
F8 COPY
F8 TAG
F8 TEXT
F9 COPY
F9 TAG
F9 TEXT
HIGHER AA
HIGHER AGE ALLCE DATE
HIGHER LESS BASIC RATE
HIGHER MCA
HIGHER RATE
HR THRESHOLD
ICA 11_6
IDB 11_4
IN 11_8
IN 11_9
INT 10_1
INT 10_10
INT 10_11
INT 10_12
INT 10_13
INT 10_14
INT 10_2
INT 10_3
INT 10_4
INT 10_5
INT 10_6
"Total Deductions")
Total Deductions2
1 TextB
F23 TextB
F25_1 TextB
F25_2 TextB
F25_3 TextB
F25_4 TextB
F25_5 TextB
F27 TextB
F28A Text aB
F28A Text bB
F28A Text cB
F3 TextB
F4 TextB
F43 TextB
F48 TextB
F5 TextB
"Income from UK Land and Property")
Income from UK Land and Property2
F58 TextB
F6 TextB
KA F60A TextB
LA F60B TextB
MA F60C TextB
F61 TextB
F62 TextB
F64 TextB
F64 Text aB
F64_1 TextB
F64_2 TextB
F64_3 TextB
F64_4 TextB
F64_5 TextB
F65_5 TextB
"Maintenance & Alimony Paid")
Maintenance & Alimony Paid2
F67 TextB
F7 TextB
F70 TextB
F71 TextB
F73 TextB
F75 TextB
F76 TextB
F78 less F60C TextB
F78 TextB
F8 TextB
F9 TextB
F22 for reportB
F5 TagB
"F5")
gA Calc 18_8
Cap Gain AB
Cap Gain BB
Cap Gain CB
Cap Gain HB
Cap Gain IB
Cap Gain JB
F1 CopyB
F10 CopyB
F19 CopyB
F2 CopyB
F20 Copy
F78 less F60C TagB
"F78 less F60C")
F78 less F60C2
iA MAA Box FB
Additional 22_1B
Additional 22_2B
Additional 22_3B
Additional 22_4B
Additional 22_5B
Additional InformationB
Alimony 12_1B
Alimony 12_2B
Alimony 12_3B
sA APA 16_16B
tA APA 16_17 APA 16_176_17
F73 TextB
"plus Unpaid Tax for earlier years coded out in this year")
8plus Unpaid Tax for earlier years coded out in this year2
F75 TextB
"less Tax Deducted at Source (PAYE, Bank/BSI etc)")
0less Tax Deducted at Source (PAYE, Bank/BSI etc)2
ax in Code for later year")
&less Unpaid Tax in Code for later year2
F78 less F60C TextB
"Income and Class 4 NIC Due"
"Income and Class 4 NIC Due (A)")
Income and Class 4 NIC Due
Income and Class 4 NIC Due (A)2
F78 TextB
"Total tax and NIC Due (A+B)")
Total tax and NIC Due (A+B)2
Total tax and NIC Due (A+B)2
A F25_5 TagB
"F25.5")
F25.52
F27 TagB
"F27")
F28A TagB
F3 TagB
F4 TagB
F43 TagB
F44 TagB
F44A TagB
F45 TagB
F48 TagB
F49 TagB
F49G TagB
F52 TagB
F53 TagB
F53B TagB
F53C Tag
F28A TagB
"F28A")
F28A2
F3 TagB
"F3")
F4 TagB
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F43 TagB
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F44 TagB
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F53B TagB
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INT 10_7
INT 10_8
F25_1B
J="/"
="no"
F25_2B
J="/"
F25_4B
F25_5B
F78 for reportB
gA Calc 18_8
gA Calc 18_8
F53B TagB
"F53B")
F53B2
F53C Tag
F53C Tag
F59 TagB
"F59")
F6 TagB
"F6")
F60A TagB
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F60C TagB
F61 TagB
F62 TagB
F63 TagB
F64 TagB
A F64_1 TagB
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A F64_1 TagB
A F64_2 TagB
A F64_3 TagB
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#A F64_6 TagB
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F63 TagB
"F63")
F64 TagB
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A F65_1 TagB
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F65.12
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F65.22
A F65_3 TagB
"F65.3")
F65.32
!A F65_4 TagB
"F65.4")
F65.42
"A F65_5 TagB
"F64.5")
F64.52
A F64_6 TagB
F65 Tag
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F46_2B
F46_3B
F46_4B
F46_5B
#A F65_5 TagB
"F65.5")
F65.52
F65 Tag
F65 Tag
F65 Tag
F66 TagB
"F66")
F67 TagB
F7 TagB
F70 TagB
F71 TagB
F73 TagB
F75 TagB
F76 TagB
F78 TagB
F8 TagB
F9 TagB
F1 TextB
F10 TextB
F18 TextB
F19 TextB
F2 TextB
F20 Text
F67 TagB
"F67")
F7 TagB
"F7")
F70 TagB
F71 TagB
F73 TagB
F75 TagB
F76 TagB
F78 TagB
F8 TagB
F9 TagB
F1 TextB
F10 TextB
F18 TextB
F19 TextB
F2 TextB
F20 Text
F70 TagB
"F70")
F71 TagB
"F71")
F73 TagB
"F73")
F75 TagB
"F75")
F76 TagB
F78 TagB
F8 TagB
F9 TagB
F1 TextB
F10 TextB
F18 TextB
F19 TextB
F2 TextB
F20 Text
F76 TagB
"F76")
F78 TagB
"F78")
F8 TagB
"F8")
F9 TagB
"F9")
F13 TextB
"Personal Pension Payments")
Personal Pension Payments2
F11 TagB
"F11")
.Income from Chble Event Gains, Mntce & Alimony2
F19 TextB
F2 TextB
F20 Text
F25_3B
F25_4B
F25_5B
F20 Text aB
"Deductions")
Deductions2
F23 TextB
F25_1 TextB
F25_2 TextB
F25_3 TextB
F25_4 TextB
F25_5 TextB
F27 TextB
F28A Text aB
F28A Text bB
F28A Text cB
F3 TextB
F4 TextB
F43 TextB
F48 TextB
F22 TextB
"Total Income less Deductions")
Total Income less Deductions2
F25_1 TextB
F25_2 TextB
F25_3 TextB
F25_4 TextB
F25_5 TextB
F27 TextB
F28A Text aB
F28A Text bB
F28A Text cB
F3 TextB
F4 TextB
F43 TextB
F48 TextB
F23 TextB
"plus Pension Relief and Vocational Training")
+plus Pension Relief and Vocational Training2
F25_1 TextB
"Personal Allowance")
Personal Allowance2
F25_4 TextB
F25_5 TextB
F27 TextB
F28A Text aB
F28A Text bB
F28A Text cB
F3 TextB
F4 TextB
F43 TextB
F48 TextB
Total Pship NIC ProfitsB
W44_1B
Class 4 Due TextB
A3"Class 4 NIC due (if applicable) is " & "
#Class 4 NIC due (if applicable) is
B) +
F14 CopyB
F10 TagB
"F10")
F18 TagB
"F18")
F19 TagB
"F19")
F2 TagB
"F2")
F20 TagB
"F20")
F21 TagB
"F21")
F23 TagB
"F23")
F24 TagB
"F24")
A F25_1 TagB
"F25.1")
F25.12
A F25_2 TagB
"F25.2")
F25.22
F1 CopyB
F10 CopyB
F19 CopyB
F2 CopyB
F20 Copy
F20 Copy
Class 4 Amount ChargeableB
F75_3B
F86AB
For F18B
For F66B
A For W28_1B
For W53B
For W_18B
Grand Total NIC ProfistB
Sum 1_29B
Total NIC ProfitsB
F86bB
A MCA Box GB
A MCA Box HB
MCA RestrictionB
A SAA Box CB
A SAA Box DB
A SAA Box EB
TSR 1B
TSR 10B
TSR 11
PENS RELIEF 14_8
PENS RELIEF 14_9
PENSION 11_10
PENSION 11_11
PENSION 11_12
PERSONAL 21_1
PERSONAL 21_3
POA 1
POA 2
POA 3
POA 4
POA 5
POA 6
PRINT COUNT G
PRINTING SIGNAL G
PROFITS LESS
F78 less F60CB
F65_2B
J="/"
F65_3B
J="/"
x))))
F65_4B
J="/"
="Yes"
F78 less F60CB
Pension 11_11B
Pension 11_12B
Personal 21_1B
Personal 21_3B
PY coded out 97_8B
Refund 17_1B
Reliefs 15_1B
Reliefs 15_10B
Reliefs 15_11B
Reliefs 15_12B
Reliefs 15_2B
Reliefs 15_3B
Reliefs 15_4B
Reliefs 15_5B
Reliefs 15_6B
Reliefs 15_7G
Tax coded out 98_9B
Trans 16_3B
Trans 16_4B
Transfer 16_25B
Transfer 16_26B
Transfer 16_27B
Transfer 16_28B
UB 11_5B
W44_2B
A WBA 16_24B
Wid Moth 11_3B
Widows 11_2B
Wifes Age Allce DateB
F53DB
Box DB
Q6c NoB
Q6c YesB
Class 4 Max ChargeableB
F81 TextB
"Tax overpaid earlier years of
& " is reclaimed"
Tax overpaid earlier years of
is reclaimed
QA Copy sentB
F1 Text
F1 Text
A MAA Box HB
MCA RestrictionB
11/12
10/12
9/12
8/12
7/12
6/12
5/12
4/12
3/12
2/12
1/12
0)))))))))))
22222222222
22222222222
22222222222
DIV 10_32
EXEMPT THRESHOLD
EXEMPTION 11_13
F 75_7
F 75_8
A Int 10_12B
A Int 10_13B
Int 10_2B
Int 10_3
Int 10_3
for F23B
for F29B
)*100/20)
)*100/20)
for F29B
)*100/20)
)*100/20)
TSR 7B
TSR 8B
F1 TagB
"F1")
Reliefs 15_8B
Reliefs 15_9B
Repay 19_1B
Repay 19_10B
Repay 19_11B
Repay 19_12B
Repay 19_2B
Repay 19_3B
Repay 19_4B
Repay 19_5B
Repay 19_6B
Repay 19_7B
Repay 19_8B
Repay 19_9B
SSP SMP 11_7B
Step 2B
A Div 10_23B
A Div 10_26B
A Div 10_29B
A Div 10_32B
Exemption 11_13B
ICA 11_6B
IDB 11_4B
IN 11_8B
IN 11_9B
Int 10_1B
A Int 10_10B
A Int 10_11B
A Int 10_13B
Int 10_2B
Int 10_3
F23_1B
F75_7B
A MCA 16_12B
a & " " &
A NIRP 11_1B
Other Inc 13_1B
Other Inc 13_2B
Other Inc 13_4B
Other Inc 13_5B
Other Inc 13_6B
Other Inc 13_3B
Pens Relief 14_1B
Pens Relief 14_11B
Pens Relief 14_12B
Pens Relief 14_13B
Losses and post-cessation expenses (from boxes 3.82, 4.12, 4.58, 5.16,
5.44, 8.16 and 15.11)
F76 COPY
F76 TAG
F76 TEXT
F77 COPY
F78 COPY
F78 FOR REPORT
F78 LESS F60C
F78 LESS F60C TAG
F78 LESS F60C TEXT
F78 TAG
F78 TEXT
F8 COPY
F8 TAG
F8 TEXT
F81 TEXT
F9 COPY
F9 TAG
F9 TEXT
FOR F23
FOR F32
= FOR W28_1
FOR W53
FOR W_18
FOREIGN 6_7
FOREIGN 6_8
GRAND TOTAL DUE
GRAND TOTAL NIC PROFITS
HIGHER AA
HIGHER AGE ALLCE DATE
HIGHER LESS BASIC RATE
HIGHER MCA
HIGHER RATE
HR THRESHOLD
ICA 11_6
IDB 11_4
IN 11_8
IN 11_9
INT 10_1
INT 10_10
INT 10_11
INT 10_12
INT 10_13
INT 10_14
INT 10_2
INT 10_3
INT 10_4
INT 10_5
INT 10_6
APA 16_16
APA 16_16A
APA 16_17
t APA 16_18
u APA 16_19
v APA 16_20
w APA 16_21
x APA 16_22
y APA 16_23
z AVC 12_10
{ AVC 12_11
| AVC 12_12
BAL DUE 98
BASIC LESS LOWER RATE
BASIC RATE
BASIC RATE BAND
BOX 15.2 TAG
BOX A
BOX B
BOX C
BOX D
HCALC 18_8 OLD VERSION
CALC 18_9
CAP GAIN A
CAP GAIN B
CAP GAIN C
CAP GAIN F
CAP GAIN G
CAP GAIN H
CAP GAIN I
CAP GAIN J
CEG 12_5 TEXT
CEG 12_8 TEXT
CEG 12_9
CLASS 4 DUE
CLASS 4 DUE TEXT
CLIENT NUMBER
CODE OUT 97_8
CODE OUT 98_9
CODE OUT LATER YEARS
COUNT G
CREATION DATE
CURRENT DATE
CURRENT TAX OFFICE NUMBER
DECLARE 23_1
DECLARE 23_2
DEDUCTIONS MORE
DIV 10_15
DIV 10_16
DIV 10_17
DIV 10_18
DIV 10_19
DIV 10_20
DIV 10_21
DIV 10_22
DIV 10_23
DIV 10_24
DIV 10_25
DIV 10_26
DIV 10_27
DIV 10_28
DIV 10_29
DIV 10_30
DIV 10_31
YesVuIf Yes, please read pages 23 to 26 of your Tax Return Guide and then fill in boxes 16.1 to 16.28 below as appropriateW
16.1X
16.2Z
16.3\
16.4^
16.6`
16.8a
16.10b
16.15c
16.18d
16.22e
16.23f
16.24h
16.26i
16.5k
16.7o
16.12s
16.16u
16.20w
16.25y
16.27{
16.28|
16.21~
16.19
16.11
16.17
16.13
B-Date of registration (if first year of claim)
C#Local authority (or other register)
Blind person
s allowance
Transitional allowance (for some wives with husbands on low income if received in earlier years)
uA APA 16_18B
vA APA 16_19B
wA APA 16_20B
xA APA 16_21B
yA APA 16_22B
zA APA 16_23B
{A AVC 12_10B
|A AVC 12_11B
}A AVC 12_12B
BPA 16_1B
BPA 16_2B
A Calc 18_7B
CEG 12_9B
A Calc 18_9B
Code out 98_9B
Code Out later yearsB
Declare 23_1B
Declare 23_2B
A Div 10_15B
A Div 10_16B
A Div 10_18B
A Div 10_19B
A Div 10_21B
A Div 10_22B
A Div 10_24B
A Div 10_25B
A Div 10_27B
A Div 10_28B
A Div 10_30B
A Div 10_31B
A Div 10_17B
A Div 10_20B
F31 CopyB
F34 CopyB
F37 CopyB
Box AB
z>0)
Box BB
Box CB
"Vocational Training Payments")
Vocational Training Payments2
F15 TextB
"Loan Interest Payments")
Loan Interest Payments2
F16 Text
F16 Text
Did you have any taxable income from share options,
shares (but this does not include dividends - they go
in Question 10) or share related benefits in the year?
Were you an employee, or office holder, or director,
or agency worker or did you receive payments or benefits from a former employer (excluding a pension) in the year ended 5 April 1999?
EMPLOYMENT
SHARE SCHEMES
SELF-EMPLOYMENT
PARTNERSHIP
LAND & PROPERTY
FOREIGN
TRUSTS ETC
ur tax, or
the later of 31 January 2000 and 3 months after the date this notice was given at the latest , or you will be liable to an automatic penalty of
Make sure your payment of any tax you owe reaches me by 31 January, or you will have to pay interest and perhaps a surcharge.
All Tax Returns will be checked. Please remember that there are penalties for supplying false information.
Taxable maintenance or alimony
Gains on UK life insurance policies
(without notional tax)
A For W28_1B
For W53B
For W_18B
Grand Total NIC ProfitsB
V) -
X) +
Sum 1_29B
Total NIC ProfitsB
W) -
F12 CopyB
F14 CopyB
F14 CopyB
LOWER AA
LOWER AGE ALLCE DATE
x LOWER MCA
LOWER RATE
LOWER RATE BAND
MAA BOX F
i MAA BOX G
MAA BOX H
MCA 16_10
MCA 16_11
MCA 16_12
MCA 16_13
MCA 16_15
MCA 16_5
MCA 16_6
MCA 16_7
MCA 16_8
MCA 16_9
MCA RESTRICTION
MODIFICATION DATE
NIRP 11_1
NO LIABILITY
OTHER INC 13_1
OTHER INC 13_2
OTHER INC 13_3
OTHER INC 13_4
OTHER INC 13_5
OTHER INC 13_6
OTHER REASON
OTHER REASON EXPLAINED
PAYMENT 1 OFFERED
PAYMENT 2 OFFERED
PENS RELIEF 14_1
PENS RELIEF 14_10
PENS RELIEF 14_11
PENS RELIEF 14_12
PENS RELIEF 14_13
PENS RELIEF 14_14
PENS RELIEF 14_15
PENS RELIEF 14_16
PENS RELIEF 14_17
PENS RELIEF 14_2
PENS RELIEF 14_3
PENS RELIEF 14_4
PENS RELIEF 14_5
PENS RELIEF 14_6
PENS RELIEF 14_7
PENS RELIEF 14_7
PENS RELIEF 14_7
Int 10_5B
Int 10_6B
Int 10_8B
Int 10_9B
A Int 10_14B
Int 10_4B
Int 10_7B
A MCA 16_10B
A MCA 16_13B
A MCA 16_15B
MCA 16_8B
MCA 16_5B
MCA 16_9B
MCA 16_6B
A MCA 16_11B
INT 10_9
INTEREST ALLCE RATE
INVERSE BASIC RATE
F19 TagB
"F19")
F2 TagB
"F2")
F20 TagB
"F20")
F22 TagB
"F22")
F23 TagB
"F23")
F24 TagB
"F24")
A F25_1 TagB
"F25.1")
F25.12
F25.12
Yesf2
Yesf2
Yesf2
"Maintenance & Alimony Payments")
Maintenance & Alimony Payments2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
Yesf2
AFAAABABABAB>> <<
AFAAABABABAC>>R
AFAAABABABCF>>SFPlease read the explanatory notes overleaf before completing this formT
Name of taxpayerU
Please note that the amount of each reduced
payment on account should be half of the net
Income Tax and Class 4 NIC that you expect
to be due for 1999-2000V
Signed
A!Agent
(if signed
by agent)
Agent
RefZGWhen you have completed and signed this form
send it to your Tax Office[?the tax deducted at source is more in
1999-2000 than in 1998-99
other reason, please specify
My reason(s)^
or` SA303 (Substitute) (Tax Manager)w
Inland
Revenue
Q8 YesB
="/"
Submission text to RevenueB
Creation DateB
Modification DateB
Serial NumberB
Serial NumberB
Foreign Income (from boxes 6.2, 6.4, 6.5 and 6.8)
Trusts, settlements or estates of deceased persons (add together any figures in the
right hand
column of the Trusts etc Pages and deduct and figure in box 7.19)
UK savings and investments (total the
right hand
column on page 3 of your Tax Return)
UK pensions, retirement annuities and benefits (add together any figures in the
right hand
column of Question 11 on page 4 of your Tax Return and deduct any exemption in box 11.13)
Maintenance and alimony received, chargeable event gains etc. (add together any figures
in boxes12.3, 12.5, 12.8 and 12.12)
AFAAABABABGH>>B
Share Schemes (from box 2.31)
Self-employment (as a sole trader) (from box 3.88)
Partnerships (from boxes 4.32, 4.65 and 4.68)
UK land and property (from box 5.43)
Other income (copy the figure in box 13.3 less any figure in box 13.5)
Employment including benefits and minus expenses for each employment
Total IncomeQ
$A%Tax calculatioin working sheet Page 1
%A6Total income from: (copy figures from your Tax Return)
Client Number <<
ACIBAI>>o
Total column above
Calc 2B
Calc 3B
Calc 12 12
Trade union and friendly society death benefit payments (from box 15.12)
Total deductions
3A$Tax calculation working sheet Page 2
Deductions for;x
Total income less deductions
Client Number <<
ACIBAI>>
Total boxes F13 to F19
box F12 minus box F20
Number <<
ACIBAI>>
Total boxes F13 to F19
box F12 minus box F20
AFAAABABABGH>>
Personal Pension (add together any figures in boxes 14.5, 14.10,
14.15, 14.16 and 14.17)
Vocational training (multiply any figure in box 15.1 by 100/76)
Interest on qualifying loans (from box 15.3)
Maintenance or alimony paid (see the notes on page 2 of this Guide)
Charitable covenants, annuities and Gift Aid and Millenium Gift Aid
payments (multiply any figures in boxes 15.9 and 15.10 by 100/76)
AFAAABABABGH>>k
F23.1o
F23.2q
F25.1s
F25.2u
F25.3w
F25.4y
F25.5z
F23.3}
F25.6
Pension payments
(from boxes 14.15 and 14.17)
Vocational Training
(from box F14)
Personal allowance
- normally
4,195 unless you
are non-resident and not
claiming allowances
AA$Tax Calculation Working Sheet Page 3
Total
CAnAllowances given as a deduction from your income
- you may need to check your entitlement - see notes, page 4.
ement - see notes, page 4.
Calc 6B
Calc 7B
Calc 8 TSRWSB
Calc 9B
Calc 10B
Calc 11B
Calc 12
Fill in any boxes on this page that apply to you and copy to
page 9. Then work through remaining boxes on pages 9,10,11,
12 and 13
EAtReliefs
- you get basic rate relief automatically - further relief will
be due if you are liable to higher rate tax
F&How to fill in boxes F27, F42, and F35
F32 - enter total of boxes 10.1, 10.4, 10.7, 10.8, 10.11, 10.14,
10.17, 10.20, 6.2,7.6, 7.12 and minus (4.73 x 100/20)
F35 - enter total of boxes 1.19, 6.8, 7.18, 12.5, 12.8, 12.12,
F29 and F32
Age related personal allowance
- see notes starting on page 4
Blind person
s allowance
- enter
1,330
Transitional allowance
(from box 16.4)
Blind person
s surplus allowance
from your spouse
(from box 16.27)
Total
F27 - enter lower of F26, and [box 12.8 + 12.12 + 7.18.+
(box 6.7 x 100/23)]
Copy to F25
Client Number <<
ACIBAI>>>
SQIf(Calc to NonRes::No Allowances="/";0;If(SAA Box E - F25_1>0;SAA Box E-F25_1;0))
fRemember
You do not have to calculate your tax - I will do it for you if you send your Tax Return to me by 30 September. This will save you time and effort.
The Tax Calculation Guide I have sent you will help if you decide to calculate the tax yourself.
You do not have to wait until 30 September 1999, or 31 January 2000, to send me your Tax Return
INI wish to reduce each of the payments on account for the tax year 1999-2000 toJ
DateK
If this reference is blank please give your Tax reference,
Employer reference or National Insurance number. You will find
this information, together with the name and address of your Tax
Office in the top right hand corner of your Statement of Account
ApTax Reference <<
AFAAABABABCP>>
Employer reference <<
AFAAABABABFM>>
National Insurance number <<
AFAAABABABBJ>>
Tax Office name and address
AFAAABACABAB>>
AFAAABACABAC>>
AFAAABACABAD>>
AFAAABACABAE>>
AFAAABACABAF>>
AFAAABACABAG>>
From/on behalf of
AFAAABABABAB>> <<
AFAAABABABAC>>
AFAAABABABAD>>
AFAAABABABAE>>
AFAAABABABAF>>
AFAAABABABAG>>
AFAAABABABAH>>
AePlease read this page first
The green arrows and instructions will guide
you through your Tax Return.latest , or you will be liablke to an automatic penalty of
Make sure your payment of any tax you owe reaches me by 31 January, or you will have to pay interest and perhaps a surcharge.
All Tax Returns will be checked. Please remember that there are penalties for supplying false information.
AePlease read this page first
The green arrows and instructions will guide
you through your Tax Return.
Calc 4B
ACSelf Assessment - Claim to reduce payments on account for 1999-2000B
I believe that
tick
the Income Tax and Class 4 NIC payable
for 1999-2000 (net of tax deducted at source
and tax credits on dividends) will be less
than the payments on account due for
1999-2000 based on the 1998-99 tax liabilityEJThere will be no liability to any income Tax and Class 4 NIC for 1999-2000FCthe taxable business profits are less in
1999-2000 than in 1998-99GEthe tax allowances and reliefs are more
in 1999-2000 than in 1998-99
I understand that
If the actual payments on account due are greater than the amounts paid, interest will be payable on the difference
any incorrect statement made fraudulently or negligently in connection with this claim could make me liable to a penalty
ld make me liable to a penalty
Client Number <<
ACIBAI>>
+A$Tax Calculation Working Sheet Page 4
H`If any of the sums on this
page result in a negative
amount, enter a zero in
the appropriate box
IZIf the figure in box F26 is Nil, do
not complete boxes F29 to F44
and enter Nil in box F60
JmIf the figure in box F31 is Nil, enter
Nil in box es F33, F38, F41 and F42.
Do not complete boxes F32 to F40
KgIf the figure in box F34 is Nil, enter
Nil in boxes F38, F41 and F42. Do
not complete boxes F35 to F40
box F22 + box F23
box F24 minus box F25
see Notes for F27 aside
box F26 minus box F27
from box 8.8
U510.23 + 10.26 + 10.29 +
10.32 + 4.73 x 100/20 + 7.15
lower of boxes F28 or F29
box F28 minus box F30
Calc 12
box F31 minus box F33
lower of boxes F31 or F32
see Notes for F32 aside
see Notes for F35 aside
from box F12
box F36 minus box F35
AFAAABABABGH>>
Pens Relief 14_15B
Pens Relief 14_5B
Pension 11_10
Calc 5B
Calc 12
Calc 9B
Calc 10B
Calc 11B
Calc 12
Calc 12
Client Number <<
ACIBAI>>
+A$Tax Calculation Working Sheet Page 5
F44A}
F45~XIf the figure in box F39 is Nil, enter
Nil in boxes F41 and F42. Do not
complete box F40
^If there is no entry in
box F28A, do not
complete boxes F44A,
F49G, F53A to F53D,
F60A to F60C
@oIf the figure in box F26 + box F28A
3,900 or less, go straight to
box F60. Do not complete
boxes F46 to F59
A&smallest of
4,300,
box F37 or box F34
box F34 minus box F38
C0boxes 1.29 + 12.5 + 6.8
minus (box 6.7 x 100/23)
lower of box F39 or box F40
box F39 minus box F41
boxes F30+F33+F38+F41+F42
box F43 x 20%
box F28A x 20%
box F27 x 23%
AFAAABABABGH>>::Initials>> <<Calc to Clients::Surname>>::Surname>>
Calc 6B
Calc 12
Calc 7B
Calc 12 12
Calc 12
AFAAABABABGH>>k
Client Number <<
ACIBAI>>
,A$Tax Calculation Working Sheet Page 6
1AlIf the figure in box F50 + F28A is
27,100 or less, go straight to
box F60. Do not complete
boxes F52 to F59
box F48 x 3%v
box F46 minus box F47y
F50z/box F26 + box F49D minus
box F23 minus box 12.9{
Non savings income (apart from chargeable event gains
on life policies and certain lump sums and
compensation payments) from
boxes F38 + F42 + 7.18 + 12.12.}
F46.1
F46.7
Box F46
If the figure in box F46.1 is
4,300 or more, enter at box
F46.7 the greater of boxes F46.2 or F46.3 and do not
complete boxes F46.4 to F46.6
B OTHERWISE
add box F46.1 + savings income
DAwIf the figure in box F46.4 is
4,300 or
more, complete box F46.5 and copy
the figure to box F46.7
Leave box F46.7 blank
E OTHERWISE
F3complete box F46.6 and copy the
figure to box F46.7
G5From box F46.2 or box F46.3 or
box F46.5 or box F46.6
F46.6
F46.4 + F41
F46.5
F41 -
4,300
F46.4
F46.1 + F30 + F33
F46.3
F41 +
4,300
F46.2
F38 + F41 + F42
Box F49
X*Add boxes F27, F38, F41 and F42
minus F23.
YqIf F49A is greater than
4,300
fill in F49B and copy F49B to
F49G. Enter
in F49D. Ignore
F49C, F49E and F49F.
ZIIf F49A is less than or equal to
4,300 fill in boxes F49C to
F49F below.
[kTake the lower of box F49C or
4,300, and then deduct the
amount in box F49A. Enter the
result in box F49D.
\$Copy either F49B or F49F to box F49G
a see aside
d F28A x 3%
g see aside
F28A + F49A
F49C minus
4,300
a see aside
d F28A x 4%
g see aside
F28A + F49A
F49C minus
3.900
p F49E x 3%
If the figure in box TSR3 is
27,100 or more, no Top Slicing Relief is due. Make no entry in box F61 on page 11.
If the figure in box TSR3 is less than
27,100 fill in the boxes below. Remember, do not complete the working sheet if TSR1 is
27,100 or less
Step 5: Box D x 17%`$Copy the figure in
box E to box F53Db
F53De
F53Bi
F53Am
box F50 minus box F51
F28Aminus F49D minus F53A
box F52 x 17%v
Working Sheet for box F53Dx
F49D~
equals
minus (boxes F23 plus F49AA)
equals
CEG 12_5
CEG 12_8
Client Number <<
ACIBAI>>
+A$Tax Calculation Working Sheet Page 7
CG Ap
CG Br
CG Ct
CG Dv
CG Ex
CG Fz
CG G|
CG H~
Col A less Col C
Copy total to box H
box G minus box H
F7Enter in box J the lowest of box F, or box I
22,800
G$Copy the figure in box J
to box F53A
H$Copy the figure in box C
to box F53A
I$Copy the figure in box F28A to box D
J$Copy the figure in box F49D to box E
box D minus box E
27,100 + box 12.9
27,100 + box 12.9
Working sheet for box F53A
O Are boxes F30 and
F33 both xero?
S,Is box F49A equal to or
greater than
4.300?
TAMEnter in box B the
breater of box F26 minus
box F23 minus box F49AA
4,300
box A minus box B
Calc 8 TSRWSB
Calc 12
AFAAABABABGH>>
F49AA
Client Number <<
ACIBAI>>
+A=Tax Calculation Working Sheet Page 8 Top Slicing Relief (TSR)
TSR4o
TSR5q
TSR6s
TSR7u
TSR8w
TSR10y
TSR11{
TSR12}
TSR13~
TSR14
TSR3 + TSR4
TSR8 x TSR2
TSR7 x 16%
BA2TSR5 minus TSR6 (enter
if amount is negative)
Total column above
TSR12 minus TSR13
from TSR9 or TSR11
(TSR1 minus TSR6) x 16%
Not used
TSR8 x number of years in col 8
KiDo not complete this Working Sheet if you are not liable to
higher rate tax (box TSR1 is
27,100 or less)
Chargeable Event Gains
If the figure in box TSR3 is
27,100 or more, no Top Slicing Relief is due. Make no entry in box F61 on page 11.
If the figure in box TSR3 is less than
25,500 fill in the boxes below
Calc 12
Calc 10B
Page 15 of your Tax Return Guide and Help Sheets IR320 and IR 321 explain when it is neceessary to give additional information if you
have gains from a number of insurers. Use a separate line below for each chargeable event gain or total chargeable event gains from a cluster of policies
O9Chargeable Event Gains (A)
divided by Number of Years (B)
Q+A over B calculated for boxes 12.4 and 12.5
T+A over B calculated for boxes 12.6 and 12.8
U)A over B calculated for boxes 6.6 and 6.8
VHSee Chargeable Event Gain
report which should be filed
with SA100 Return
TSR10 divided by TSR4
X2Copy the figure in box
TSR14 to box F61 on
page 11
Y*Complete boxes TSR12 to TSR14 in all cases
ZMIf you had more than one chargeable event gain complete boxes TSR10 and TSR11
If you had only had one chargeable event gain you may complete just box TSR9
but Tax Manager routinely copes with multiple gains
F50 minus (1.29 + 5.22)
from 6.8, 12.5 + 12.8
TSR1 minus TSR2
AFAAABABABGH>>
AFAAABABABGH>>
+A$Tax Calculation Working Sheet Page 9
ReIf the figures in boxes F30 and F33
are Nil, go straight to box F60. Do
not complete boxes F54 to F59
Income Tax due
Capital Gains Tax due
Top slicing relief
VCT/EIS subscriptions
box F30 + box F33
box F55 minus box F56
from box 8.9
from box 8.10 8.10x 8.10x 8.10x 8.10x 8.10x 8.10
box F50 minus box F51
Calc 11B
Calc 12
boxes F38+F42+F54+7.18+12.12
lower of box F54 or box F57
27,100 + boxes F23 + 12.9
minus F49D
box F58 x 4%
c boxes F44 + F45 + F49
+ F53 +F59
box F62 x 20%
e*boxes F44A + F49G + F53C
+ F60A minus F59
f.from box tsr 14 - see Working
Sheet on page 14
from boxes 15.7 and 15.8
Client Number <<
ACIBAI>>
Calc 11B
Calc 12
AFAAABABABGH>>
+A%Tax Calculation Working Sheet Page 10
F65.1q
F65.2s
F65.3u
F65.4y
F65.5{
F65.6}
Notional tax
Tax credit relief on foreign income
and treaty relief on UK income
(and see the notes on page 6 of this Guide)
H,Income Tax due, after allowances and reliefs
Total
Maintenance and alimony
(boxes 15.4 and 15.5
- see the notes for box F16)
Interest on loans
Widow
s bereavement allowance -
1,900
(if your husband died in 1998-99 or
1997-98 and you have not remarried)
Calc 11B
Calc 12
Additional personal allowance
- usually
1,900, may be split with
another person - see the notes
Married couple
s surplus allowance
(from box 16.28)
Married couple
s allowance
- see notes on page 6
Allowances and reliefs given in terms of tax
these reduce your tax bill - you may need to use the Question 16 Notes
on pages 23 to 26 of the Tax Return Guide and on page 6 of this Guide.
box F65.6 x 15%
from box 6.9 or box 9.35
box F30x20% + boxes F45+4.74
boxes F61+boxes F63 to F67
box F60 minus box F68
Client Number <<
ACIBAI>>
No greater than F60 + F60C
F64 F60 + F60C
Calc 12
Calc 12B
Recoverable tax on charitable covenants, annuities, Gift Aid
and Millennium Gift Aid payments (box F17 x 23%)
Class 4 National Insurance Contributions
(from box 3.92 or box 4.25)
Unpaid tax for earlier years included in PAYE code for 1998-99y
Income Tax and Class 4 NIC duez#Copy to box 18.1 on your Tax
Returm{
boxes F69+F70+F71|
box F72 + box F73}
Client Number <<
ACIBAI>>
AFAAABABABGH>>
+A%Tax Calculation Working Sheet Page 11
AFAAABABABGH>>
+A%Tax Calculation Working Sheet Page 12
F75.1o
F75.2q
F75.3r
F75.2t
F75.4v
F75.5x
F75.6z
F75.7|
F75.8~
F75.9
F75.10
Tax paid at source
Employment (from boxes 1.11 and 1.30)
Self-employment (from box 3.93 and 3.120)
Partnerships (from box 4.77)
Calc 13B
Calc 14B
SummaryB
UK land and property (from box 5.21)
Foreign income (from boxes 6.1 and 6.3)
Trusts, settlements or estate income
(from boxes 7.2, 7.5, 7.8 and 7.11)
UK savings (from boxes 103, 106, 1010,
10.13, 10.16 and 10.19)
UK pensions and benefits
(from boxes 11.8 and 11.11)
Calc 13B
Calc 14B
SummaryB
Other income (from box 13.2)
S6Tax due for 1998-99 included in the 1999-2000 tax code
T;Total tax and NIC due for 1998-99 (overpayment in brackets)
Copy to box F75
V$Copy to box 18.2 in your Tax Return
W$Copy to box 18.3 in
your Tax Return
box F75 + box F76
box F74 minus box F77
+ F60C
Total
Client Number <<
ACIBAI>>
Calc 14B
AFAAABABABGH>>
+A%Tax Calculation Working Sheet Page 13
F79Ap
Tax owed or overpaid in 1998-99
1998-99 tax already refunded (from box 17.1)
Tax due for earlier years|
Tax overpaid for earlier years
Payments already made
(from your Statements of Account)
Tax you owe for 1998-99
@!Tax you have overpaid for 1998-99
box F78 + box F79A + box F79
box F81 + box F82
box F80 minus box F83
SummaryB
box F83 minus box F80
E*Copy box F79 to box18.4 in your Tax Return
FaTick box18.5 and copy this figure
to the
Additional information
on page 8 of your Tax Return
Client Number <<
ACIBAI>>
Calc 15B
AFAAABABABGH>>
+A%Tax Calculation Working Sheet Page 14
F86Aq
F86Bs
F92~!Payments on account for 1999-2000
Capital Gains Tax due (box F60C)
If there is a figure in box F84, add it to any figure in box F81.
If the total is less than
1,000 and you would like the amount you owe
collected through your 2000-2001 tax code, copy box F84 to F86A. Otherwise enter zero
If F87 is less than
500, you do not need to make payments on account.
Leave 18.6 blank and tick 18.8. If F87 is equal to or more than
500, carry on
Income Tax due, after allowances and reliefs
Class 4 National Insurance Contributionslowances and reliefs
Class 4 National Insurance Contributionslass 4 National Insurance Contributionsntributions
SummaryB
If F87 is less than F91, you do not need to make payments on account.
Leave 18.6 blank and tick 18.8. If F87 is equal to or more than F91,
you do have to make payments on account. Fill in box F92
F=Copy box F92 (including pence) to
box 18.6 in your Tax Return
from box F69
from box F71
IA/boxes F78 + box F86A minus
box F86B minus F86C
box F90 x 20%
box F87 x 50%
box F86A + box F88 + box F89
Client Number <<
ACIBAI>>
P;This is the amount of each payment on account for 1999-2000
AFAAABABABGH>>k8Tax Calculation in the format used by Revenue form SA302l
Total Incomes
Client Number <<
ACIBAI>>
Income
O*less Allowances that reduce Taxable Income
Total Allowances
Taxable Income
Income Tax Due
y+Income Tax Due after allowances and reliefs
Income Tax and Class 4 NIC
Close
Index
SA100
Print
Print all
for the year ended 5 April 1999
F17 TextB
"Deeds of Covenant & Gift Aid Payments")
%Deeds of Covenant & Gift Aid Payments2
F13 TagB
"F13")
F15 CopyB
F16 CopyB
F17 CopyB
F18 CopyB
F14 TagB
"F14")
F15 TagB
"F15")
F16 TagB
"F16")
F17 TagB
"F17")
Totals listB
Yesf2
Yesf2
F75_1B
F75_2B
F75_3B
F 75_7B
F 75_8B
F11 TextB
"Other Income")
Other Income2
F11 CopyB
F10 TextB
"Income from Chgble Event Gains, Mntce & Alimony")
/Income from Chgble Event Gains, Mntce & Alimony2
F14 TextB
15 TextB
F16 Text
Layout #40B
Understood
Cancel
UJThis will print all the pages of the calculation, which is not normally necessary. It is suggested that you normally print only the summary page. If you do not want to print you must cancel at the next step
Goto Calc Page 1
Goto Calc Page 2
stration button in 'About Family Tax' in the Index fileC
Goto Calc Page 3
Goto Calc Page 4
Goto Calc Page 5
Goto Calc Page 7
o Calc Page 9
Goto Calc Page 11
Goto Calc Page 12
Startup script
78456
i"THIS IS DEMONSTRATION SOFTWARE WHICH HAS NOT BEEN PAID FOR. VITAL REPORTS AND CALCULATIONS ARE DISABLED"
gTHIS IS DEMONSTRATION SOFTWARE WHICH HAS NOT BEEN PAID FOR. VITAL REPORTS AND CALCULATIONS ARE DISABLEDC
HICH HAS NOT BEEN PAID FOR. VITAL REPORTS AND CALCULATIONS ARE DISABLEDC
"Hello"
HelloF
Goto Calc Page 13
Goto Calc Page 14
Goto Calc Page 15
-A Calculate
78456
Goto Summary
Recalculate
Goto Calc Page 10
Goto Calc Page 10
78456
Cancel
The followin
tion is needed to perform this scThe Calculations do not work until the software has been licensed and paid for. Please see the registration button in 'About Family Tax' in the Index fileC
"Income from Employmens and Directorships")
(Income from Employmens and Directorships2
ConstantB
DateB
TimeB
TimeB
TimeB
TimeB
TestB
TimeB
Level 2 SignalB
Level 2 Signal
Level 2 Signal
Level 2 Signal
Level 2 Signal
Level 2 Signalopy
Foreign GainsV
Total Column CX
Total Column A_
AFAAABABABGH>>a&to box F49AA (Column A less Column C)b
to box TSR2 (6.8 + 12.5 + 12.8)c
Total Foreign Gains (box 6.8)d"Total Gains without tax (box 12.5)e
Total Gains with tax (box 12.8)f Total UK Notional Tax (box 12.7)g$Total Notional tax (Foreign) box 6.7h
Notional Taxk
Findl
Quitn
Closeo
Helpp
Indexq
Deleter
s Top Slicing Relief Working Sheet
PrintoutB
f you want me to calculate yo
A$Tax Calculation Working Sheet Page 9
Client Number <<
ACIBAI>>
A8Are there entries in boxes 6.8 or 12.5 or 12.8 and F53B?
(.txt)