Claim

Click Claim to reduce payments on account on the navigator to open the page.

Choose how to claim a payment on account by selecting one of the options:

  • No claim
  • Via SA303 form
  • Via Tax Return

If you choose to make a claim, you will also need to complete the details on the Reclaiming tab. Depending on the options you choose, the Payment and Agent's Details tab may also become available.

Submit claim - Select whether to show the claim on the SA303 form or directly on the Tax Return itself by choosing one of the options:

  • No claim - this is the default option and no claim to reduce payments on account will be made if this is selected.
  • Via SA303 form - details entered will be added to the SA303, which will be available from the Current Working Figures.
  • Via Tax return - details entered will be added to boxes 9 and 10 on page TC 1 of the Tax calculation summary pages (SA110), and the reasons for the claim are put in the Additional Information box on Page TC 2.

If you do make a claim on the client's Tax Return then the figures from this form will override any payment calculated by running a computation.

Tax year to which this claim relates - The claim relates to the tax year following the current tax year.

Tick below if you believe that - you are given two options. Tick the statement which represents your client's situation.

Reason(s) for the above - Tick one or more of the reasons why the client is claiming to reduce their payments on account. Ticking Other reason, specify below will enable you to enter your own details in the memo box.