Appendix B: What Goes Where?
You can use this appendix to quickly find where an item should be entered or where it is located in Personal Tax.
The name of the item that you are searching for is displayed in the left-hand column, entitled Item. The location of each item is displayed in the right-hand column, entitled Where?. The location is made up of several parts which are separated by a |:
Annual Data Navigator | Other income folder | Accrued income form
These parts describe the location of the item and how to find it. Simply follow the various steps. In the above example, you would go to the Annual Data Navigator, open the Other income folder and open the Accrued income form. You would enter details about any Accrued income that the client has received in this data entry page.
A similar step-by-step explanation exists for items that you can open by pressing a button or choosing a menu option:
Menu bar | View menu | Additional Information option
In the above example, the item that you want to find is the Additional Information Editor. You would do this by going to the Menu bar, opening the View menu and selecting the Additional information option. The editor will automatically open.
If there is more than one way of finding an item then each method is explained. You can also open the Additional Information Editor, for example, by going to the main frame toolbar and clicking the Additional Information button.
| Item | Where? |
|---|---|
|
Accrued income |
Annual Data Navigator | Other income folder | Accrued income form |
|
Additional information |
Menu bar | View menu | Additional Information
option |
|
Additional personal allowance |
Annual Data Navigator | Personal details folder | Allowances form |
|
Alimony and Maintenance Paid |
Annual Data Navigator | Reliefs folder | Alimony and maintenance paid form |
|
Alimony and maintenance received |
Annual Data Navigator | Other income folder | Alimony and maintenance received form |
|
Annual data questionnaire |
Menu bar | Tools menu | Annual Data Questionnaire option |
|
Approved discretionary share options |
Annual Data Navigator | Earned Income folder | Employments folder | Share options form |
|
Approved savings-related share options |
Annual Data Navigator | Earned income folder | Employments folder | Share options form |
|
Bank interest |
Annual Data Navigator | UK Savings and investments folder | Banks and building society interest form |
|
Beneficiaries |
Annual Data Navigator | Other income folder | Income from trusts and settlements folder | Beneficiaries form |
|
Blind person's allowance |
Annual Data Navigator | Personal details folder | Allowances form |
|
Building society interest |
Annual Data Navigator | UK Savings and investments folder | Banks and building society interest form |
|
Business transfer relief |
Annual Data Navigator | Disposals folder | Capital gains form |
|
Calculator |
Menu bar | Tools menu | Calculator option |
|
Capital gain losses and liabilities |
Annual Data Navigator | Capital gains folder | Losses and liabilities form |
|
Capital gains |
Annual Data Navigator | Disposals folder | Capital gains form |
|
Car benefit |
Annual Data Navigator | Earned income folder | Employments folder | Car and fuel benefits form |
|
Cashbacks |
Annual Data Navigator | Other income folder | Cashbacks form |
|
Certificates of tax deposit |
Annual Data Navigator | UK Savings and Investments folder | Untaxed interest folder | Certificates of tax deposit form |
|
Charitable covenants |
Annual Data Navigator | Reliefs folder | Charitable covenants form |
|
Compensation payments |
Annual Data Navigator | Earned income folder | Employments folder | Lump sum and compensation payments form |
|
Computations |
Annual Data Navigator | Tax return and computations folder |
|
Credit union interest |
Annual Data Navigator | UK Savings and Investments folder | Taxed interest folder | Credit union interest form |
|
Dependant relative relief |
Annual Data Navigator | Capital gains folder | Disposals form |
|
Dividends from UK companies |
Annual Data Navigator | UK Savings and investments folder | Dividends and other distributions folder | Dividends from UK companies form |
|
Dividends from UK unit trusts |
Annual Data Navigator | UK Savings and investments folder | Dividends and other distributions folder | Dividends from UK unit trusts form |
|
Employee's benefits and expenses |
Annual Data Navigator | Earned income folder | Employments folder | Main details form |
|
Employee's details |
Annual Data Navigator | Earned income folder | Employments folder | Main details form |
|
Employee's income |
Annual Data Navigator | Earned income folder | Employments folder | Main details form |
|
Employer's details |
Annual Data Navigator | Earned income folder | Employments folder | Main details form |
|
Enterprise Investment Scheme |
Annual Data Navigator | Reliefs folder | Enterprise Investment Schemes form |
|
Events & Family Log |
Menu bar | View menu | Events & Family
Log option |
|
Feu duties |
Annual Data Navigator | UK Savings and Investments folder | Land and property folder | Feu duties form |
|
Foreign capital gains |
Annual Data Navigator | Capital gains folder | Disposals form |
|
Foreign dividends |
Annual Data Navigator | Foreign folder | Foreign dividends form |
|
Foreign interest |
Annual Data Navigator | Foreign folder | Foreign interest form |
|
Foreign other income |
Annual Data Navigator | Foreign folder | Foreign other income form |
|
Foreign pensions |
Annual Data Navigator | Foreign folder | Foreign pensions form |
|
Foreign property income |
Annual Data Navigator | Foreign folder | Foreign property income form |
|
Foreign social security benefits |
Annual Data Navigator | Foreign folder | Foreign social security benefits form |
|
Free Standing Additional Voluntary Contributions |
Annual Data Navigator | Reliefs folder | Pension contributions folder | FSAVCs form |
|
Friendly society payments |
Annual Data Navigator | Reliefs folder | Trade union or friendly society payments form |
|
Fuel benefit |
Annual Data Navigator | Earned income folder | Employments folder | Car and fuels benefit form |
|
Furnished holiday lettings |
Annual Data Navigator | UK Savings and investments folder | Land and property folder | Furnished holiday lettings form |
|
Furnished lettings |
Annual Data Navigator | UK Savings and investments folder | Land and property folder | Furnished lettings form |
|
Gift Aid |
Annual Data Navigator | Reliefs folder | Gift Aid form |
|
Gifts hold-over relief |
Annual Data Navigator | Capital gains folder | Disposals form |
|
Government stocks (war loans) |
Annual Data Navigator | UK Savings and investments folder | Untaxed interest folder | Government stocks (war loans) form |
|
Government stocks (gilts) |
Annual Data Navigator | UK Savings and investments folder | Taxed interest folder | Government stocks (gilts) form |
|
Ground rents |
Annual Data Navigator | UK Savings and Investments folder | Land and property folder | Ground rents form |
|
Halving relief |
Annual Data Navigator | Capital gains folder | Disposals form |
|
Help |
Menu bar | Help Topics/Key Concepts options |
|
Income from estates |
Annual Data Navigator | Other income folder | Income from estates form |
|
Industrial Death Benefit Pension |
Annual Data Navigator | Earned income folder | State pensions and benefits folder | Industrial Death Benefit Pension form |
|
Interest from UK unit trusts |
Annual Data Navigator | UK Savings and investments folder | Dividends and other distributions folder | Interest from UK unit trusts form |
|
Interest on main home loans |
Annual Data Navigator | Reliefs folder | Interest on main home loans form |
|
Interest on other qualifying loans |
Annual Data Navigator | Reliefs folder | Interest on other qualifying loans form |
|
Interest-free loans |
Annual Data Navigator | Earned income folder | Employments folder | Interest free/low interest loans form |
|
Invalid Care Allowance |
Annual Data Navigator | Earned income folder | State pensions and benefits folder | Invalid Care Allowance form |
|
Jobseeker's Allowance |
Annual Data Navigator | Earned income folder | State pensions and benefits folder | Jobseeker's Allowance form |
|
Life insurance policies from abroad |
Annual Data Navigator | Foreign folder | Gains on foreign life insurance policies form |
|
Life insurance policies from the UK |
Annual Data Navigator | Other income folder | Gains on UK life insurance policies form |
|
Loan interest |
Annual Data Navigator | UK Savings and investments folder | Taxed interest folder | Loan interest received form |
|
Loan stocks |
Annual Data Navigator | UK Savings and investments folder | Taxed interest folder | Loan stocks form |
|
Loans which have been written off |
Annual Data Navigator | UK Savings and investments folder | Dividends and other distributions folder | Loans written off form |
|
Low-interest loans |
Annual Data Navigator | Earned income folder | Employments folder | Interest free/low interest loans form |
|
Lump sum payments |
Annual Data Navigator | Earned income folder | Employments folder | Lump sums and compensation form |
|
Main details of the client |
Menu bar | File menu | Main Details option |
|
Married couples allowance |
Annual Data Navigator | Personal details folder | Allowances form |
|
Mobile phones |
Annual Data Navigator | Earned income folder | Employments folder | Main details form |
|
National Savings FIRST Option Bonds |
Annual Data Navigator | UK Savings and investments folder | Taxed interest folder | National Savings FIRST Option Bonds form |
|
National Savings accounts and bonds |
Annual Data Navigator | UK Savings and investments folder | Untaxed interest folder | National Savings form |
|
Net to gross calculator |
Menu bar | Tools menu | Net To Gross option |
|
New client |
Menu bar | File menu | New option |
|
Non-qualifying distributions |
Annual Data Navigator | UK Savings and investments folder | Dividends and other distributions folder | Non-qualifying distributions form |
|
Notepad |
Menu bar | View menu | Notepad option |
|
Open Annual Data Navigator |
Main frame toolbar | Navigator button |
|
Other qualifying distributions |
Annual Data Navigator | UK Savings and investments folder | Dividends and other distributions folder | Other qualifying distributions form |
|
Other taxed interest |
Annual Data Navigator | UK Savings and investments folder | Taxed interest folder | Other taxed interest form |
|
Other UK Pensions |
Annual Data Navigator | Earned income folder | Other UK Pensions form |
|
Other untaxed interest |
Annual Data Navigator | UK Savings and Investments folder | Untaxed interest folder | Other untaxed interest form |
|
P11D details |
Annual Data Navigator | Earned income folder | Employments folder | Main details form |
|
Partnerships |
Annual Data Navigator | Earned income folder | Partnerships form |
|
Personal pensions |
Annual Data Navigator | Reliefs folder | Pension contributions folder | Personal pension plans form |
|
Post-acquisition charges |
Annual Data Navigator | Earned income folder | Employments folder | Shares acquired form |
|
Premiums on leases |
Annual Data Navigator | UK Savings and investments folder | Land and property folder | Premiums on leases form |
|
Private residence relief |
Annual Data Navigator | Capital gains folder | Disposals form |
|
Processing log |
Menu bar | View menu | Processing Log |
|
Purchased life annuities |
Annual Data Navigator | UK Savings and investments folder | Taxed interest folder | Purchased life annuities form |
|
Questionnaire |
Menu bar | View menu | Questionnaire option |
|
Real Estate Investment Trust - Exempt business distribution |
Annual Data Navigator | Other Income | Other Income |
|
Real Estate Investment Trust - Non-Exempt business distribution |
Annual Data Navigator | UK Savings and Investments | Dividends and Other Distributions | Dividends from UK Companies |
|
Receipts other than rent |
Annual Data Navigator | UK Savings and investments folder | Land and property folder | Receipts other than rent form |
|
Reducing payments on account |
Annual Data Navigator | Payments folder | Claim to reduce payments on account |
|
Reinvestment relief |
Annual Data Navigator | Capital gains folder | Disposals form |
|
Relevant discounted securities |
Annual Data Navigator | UK Savings and investments folder | Taxed interest folder | Relevant discounted securities form |
|
Rent from land |
Annual Data Navigator | UK Savings and investments folder | Land and property folder | Rent from land form |
|
Rent paid gross outside the UK |
Annual Data Navigator | Reliefs folder | Rent paid gross outside UK form |
|
Repayment of tax |
Annual Data Navigator | Payments folder | Repayments form |
|
Residency details |
Annual Data Navigator | Personal details folder | Residency details form |
|
Retirement annuities |
Annual Data Navigator | Reliefs folder | Pension contributions folder | Retirement annuity contracts form |
|
Retirement relief |
Annual Data Navigator | Capital gains folder | Disposals form |
|
Roll over relief |
Annual Data Navigator | Capital gains folder | Disposals form |
|
RPI figures |
Menu bar | Tools menu | RPI Figures option |
|
Section Update |
Menu bar | Tools menu | Section Update |
|
Self-employed farmers |
Annual Data Navigator | Earned income folder | Self-employments form |
|
Self-employment |
Annual Data Navigator | Earned income folder | Self-employments form |
|
Settlors |
Annual Data Navigator | Other income folder | Income from trusts and settlements folder | Settlors form |
|
Shares received as benefit |
Annual Data Navigator | Earned income folder | Employments folder | Shares acquired form |
|
Shares received from employment |
Annual Data Navigator | Earned income folder | Employments folder | Shares acquired form |
|
State Retirement Pension |
Annual Data Navigator | Earned income folder | State pensions and benefits folder | State Retirement Pension form |
|
Statutory Maternity Pay from the DSS |
Annual Data Navigator | Earned income folder | State pensions and benefits folder | Statutory payments from HM Revenue & Customs |
|
Statutory Sick Pay from the DSS |
Annual Data Navigator | Earned income folder | State pensions and benefits folder | Statutory Sick Pay from the DSS form |
|
Subcontractors in the construction industry |
Annual Data Navigator | Earned income folder | Self-employments form |
|
Superannuation |
Annual Data Navigator | Reliefs folder | Pension contributions folder | Superannuation form |
|
Surplus AVCs |
Annual Data Navigator | Other income folder | Refunds of surplus AVCs form |
|
Tax districts |
Menu bar | Tools menu | Tax Districts option |
|
Tax Return Viewer |
Menu bar | Tools menu | Blank Tax Return/Blank P11D/Blank SA303/Blank R40/Blank Calculation Guides options |
|
Taxable Incapacity Benefit |
Annual Data Navigator | Earned income folder | State pensions and benefits folder | Taxable Incapacity Benefit |
|
Trade union payments |
Annual Data Navigator | Reliefs folder | Trade union or friendly society payments form |
|
Transitional allowance |
Annual Data Navigator | Personal details folder | Allowances form |
|
Unapproved share options |
Annual Data Navigator | Earned income folder | Employments folder | Share options form |
|
Unfurnished lettings |
Annual Data Navigator | UK Savings and investments folder | Land and property folder | Unfurnished lettings form |
|
Unreittable gains |
Annual Data Navigator | Capital gains folder | Disposals form |
|
User details |
Control Centre > Tools > User List |
|
Vans available for private use |
Annual Data Navigator | Earned income folder | Employments folder | Main details form |
|
Venture Capital Trusts |
Annual Data Navigator | Reliefs folder | Venture Capital Trusts form |
|
Vocational training |
Annual Data Navigator | Reliefs folder | Vocational training form |
|
Widowed Mother's Allowance |
Annual Data Navigator | Earned income folder | State pensions and benefits folder | Widowed Mother's Allowance form |
|
Widow's bereavement allowance |
Annual Data Navigator | Personal details folder | Allowances form |
|
Widow's Pension |
Annual Data Navigator | Earned income folder | State pensions and benefits folder | Widow's Pension form |
|
Work abroad by the employee |
Annual Data Navigator | Earned income folder | Employments folder | Main details form |
|
Year update |
Menu bar | Tools menu | Year Update option |