Social Investment Tax Relief

Social Investment Tax Relief is no longer available for new investments made on or after 6 April 2023

Option	Description
Name of company / scheme	The name entered here will appear on the Reliefs schedule. This box must be completed. You cannot save any other changes that you have made to the form without doing so.
Amount invested in the 20xx-xx tax year	Enter the total amount invested.
Amount of 20xx-xx investment on which relief claimed	Enter that part of Amount invested in the 20xx-xx tax year on which relief is claimed for the tax year.
Amount invested in 20xx-xx claimed as relief in 20xx-xx [a]	Enter amount invested in the following tax year and claimed for this tax year.
Amount invested in 20xx-xx claimed as relief in 20xx-xx [b]	Enter amount invested in this tax year but claimed for the previous tax year.
Total amount on which relief claimed for 20xx-xx	Calculated as the sum of Amount of 20xx-xx investment on which relief claimed and Amount invested in 20xx-xx claimed as relief in 20xx-xx [a], less Amount invested in 20xx-xx claimed as relief in 20xx-xx [b]
Date of issue of shares / qualifying debt investment	Enter the date on which the shares were issued.
Number of shares	Enter the number of shares.
HMRC office authorising issue of certificate HMRC reference on certificate issued	These details will appear on the Reliefs data schedule and in the Any other information box on the Tax Return (SA100).