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How do I unlock my return?
Your return is locked if: all fields in TaxCalc are filled in yellow a no-entry symbol appears when you hover over the fields with your mouse you can't enter data into the fields. To unlock the return, follow these steps: Click on File from the top menu. Remove the tick next to Lock...
rating 12 May, 2015 Views: 875
On an R40, where do I report interest from an authorised unit trust (AUT) or an open-ended investment company (OEIC)?
You should report interest from an authorised unit trust (AUT) or an open-ended investment company (OEIC) in the following boxes: Box 3.1 – net interest paid by AUTs and OEICs. Box 3.2 – the tax deducted from this interest. Box 3.3 – the gross amount of interest. Box 3.6 – dividends...
rating 15 May, 2015 Views: 752
How do I report Capital Gains disposals on an R40 Claim for repayment?
You can no longer report Capital Gains disposals on an R40 Claim for repayment. Instead, you'll need to complete an SA100. For the tax year ending 5 April 2016, you can submit the SA100 as a paper copy by 31 October 2016. After this date, you can only submit an online version and you must...
rating 18 Mar, 2016 Views: 659
How do I create an R40? (Practice users)
To create an R40, follow these steps: Open the client in Tax Return Production. Click on New Return. Select R40 - Individual Repayment from the first drop-down menu. Select the relevant tax year from the second drop-down menu. Click on Create. Double-click on the R40 to open it, or click...
rating 21 Sep, 2015 Views: 183