Release notes
7 November 2024
| Feature | Summary |
|---|---|
| Update integrated data from Final Accounts |
Introducing our new data refresh option for integrated data from Final Accounts. Now you can ensure any previously integrated self employment data is always up to date. |
8 August 2024
| Feature | Summary |
|---|---|
| Roll forward |
We've improved the Create New Tax Return feature so you can now roll forward In Progress returns as well as those marked as Finished. You can also select which return to roll forward if you have more than one. |
6 August 2024
| Feature | Summary |
|---|---|
| Basis Period Reform |
All accounting periods can now be entered for self-employments and partnerships for the 2023-24 and subsequent tax years. |
27 June 2024
| Feature | Summary |
|---|---|
| Basis period reform |
The reporting functionality for businesses that have transition profits or losses is now available for the 2023-24 tax year. If, however, you have a business with an accounting period longer than 12 months, with an end date between 31 March and 5 April 2024, you may not be able to report transition profits or losses. This issue will be addressed as part of the next release coming soon. |
30 April 2024
| Feature | Summary |
|---|---|
| General bug fixes and improvements |
We've been working on improving the performance and stability of Sage Personal Tax. |
22 April 2024
| Feature | Summary |
|---|---|
| Email notifications for HMRC filing issues |
We'll send you an email notification to let you know if there was an issue filing to HMRC. Helping you avoid potential late filing penalties. Access the client directly from the email to swiftly resolve the issue. |
25 March 2024
| Feature | Summary |
|---|---|
| Tax returns |
This release includes the 2023-24 Self Assessment forms for individuals. |
| Tax calculation | The latest version of HMRC's 2023-24 tax calculation for individuals has been included. |
| Basis period reform |
We have included changes to allow accurate calculations for businesses where the accounting period is aligned with the tax year. |
| Foreign dividend income | We have updated the foreign dividend reporting limit to £1,000 for the 2023-24 tax year. |
| HMRC Exclusions and Special Cases |
We’ve updated validations to align with HMRCs Exclusions and Special Cases for 2023-24. |
20 December 2023
| Feature | Summary |
|---|---|
| HMRC Exclusions and Special Cases |
We've added validations to identify tax returns affected by Exclusions 140 and 145. |
16 November 2023
| Feature | Summary |
|---|---|
| HMRC Exclusions and Special Cases |
We've added validations to identify tax returns affected by Exclusions 143 and 144, and Special Case 50. |
28 September 2023
| Feature | Summary |
|---|---|
| Tax returns for future tax years |
You are now able to create tax returns for any future tax year. We have removed the date restriction, so you can model a client's tax affairs as far into the future as you require. The tax rules for future periods are provisional and based on the most recent tax year. There may be exceptions when we confirm and implement a known future change. We'll apply legislative updates for the latest rules over time. These may affect your data and tax calculation when applied. These returns cannot be submitted to HMRC. |
1 September 2023
| Feature | Summary |
|---|---|
| Import Client Management client record data updates directly into Personal Tax. |
Save time with our new data import updates feature — no more entering client information in 2 places. Use Updates to bring Client Management client record information directly into Personal Tax. We'll notify you in-product about changes to the client record in Client Management. Choose to apply or ignore them. You can also see a history of ignored and applied updates. Go to In progress or Finished return > Updates to view client information changes made in Client Management. Note:
You will only receive notifications for edits made in Client Management, after the Data Updates feature release. Any edits made before this release will not display in your updates. |
1 August 2023
| Feature | Summary |
|---|---|
| UKI Compliance Ideas Portal |
Introducing our in-product customer feedback portal. Suggest new features or improvements and vote on your favourites. Ideas with the most votes will be reviewed for product development. Access the portal from Give Feedback > Share an idea. You can also access the ideas portal from selected areas in the software. |
28 March 2023
| Feature | Summary |
|---|---|
| Tax returns |
This release includes the 2022-23 Self Assessment forms for individuals. |
| Tax calculation | The latest version of HMRC's 2022-23 tax calculation for individuals has been included. We are continuing to work with HMRC to help ensure their tax calculations are as accurate as possible and incorrectly calculated cases are identified as Special Cases or Exclusions. |
| Reliefs - Pension contributions | We have added the ability to report one off pension payments. |
| Trusts | We have added the ability to separately report trust dividend income taxed at 8.75% and 7.5% following the rate increase. |
| Covid-19 Self-Employments | We have removed the Self Employment Income Support Scheme (SEISS) data entry fields following the scheme’s removal. |
| Capital gains - QAHCs | We have added the ability to report capital gains or losses from Qualifying Asset Holding Companies (QAHCs) |
| Residency – Time spent in UK | We have updated the Residency section to allow for the days spent in the UK in transit, following changes to reporting requirements in respect of days spent in the UK. |
| HMRC Exclusions and Special Cases |
We’ve updated validations to align with HMRCs Exclusions and Special Cases for 2022-23. |
| Electronic filing deadlines | Validations have been added to prevent submission of tax returns that would no longer be accepted electronically by HMRC due to the time lapsed. |
5 January 2023
| Feature | Summary |
|---|---|
| HMRC Exclusions and Special Cases |
We've added validations to identify tax returns affected by Exclusions 138, 139, 140 and 141. |
| 2022-2023 Tax Year Rates |
We've updated the rates of tax to reflect those currently known. |
15 December 2022
| Feature | Summary |
|---|---|
| Early Builds for Tax Year 2022/2023 |
Early builds let you start work on your client's 2022/23 tax returns. We've based early builds on the previous year's tax rules with 2023 rates and allowances added where known. They are subject to change once legislative updates are available. You cannot submit the return online until the end of the tax year. |
| Computation PDF |
We’ve made small changes throughout the Computation PDF report to improve the presentation. |
12 October 2022
| Feature | Summary |
|---|---|
| Submission receipts |
You are now able to download a PDF submission receipt for all your successful submissions to HMRC. This contains the submission date, status and submission receipt number (IR mark). Making it easier for you to provide evidence of successful submissions to your clients. It can be found in the individual submission summary page 'Actions' menu. |
| SA302 tax calculation — submission receipt number (IR mark) |
The IR mark will now appear on the SA302 tax calculation report when produced alone, aligning it with all other reports. |
16 September 2022
| Feature | Summary |
|---|---|
| Ministers of Religion |
You can now record details of your client's Minister of Religion income on the SA102M supplementary pages. |
| HMRC Exclusions and Special Cases |
We've added validations to identify tax returns affected by Exclusions 121, 137 and Special Case 47. |
23 June 2022
| Feature | Summary |
|---|---|
| Non-Resident Capital Gains qualifying for Business Asset Disposal Relief |
We've moved the Business Asset Disposal Relief boxes to their own section and expanded the help to explain how NRCGT gains qualifying for BADR should be reported in line with HMRC's current workaround to prevent them being double counted. |
| Enhanced reporting for Capital Gains | We've improved how gains and losses are reported on the SA108 Capital Gains Tax summary pages. |
| HMRC Exclusions and Special Cases |
We've added validations to identify tax returns affected by Exclusion 121 and Special Case 47. |
31 March 2022
| Feature | Summary |
|---|---|
| Capital allowances: Zero-emission cars and Freeport Structures and Buildings |
The Self-employment and UK Property sections now enable you to enter claims specifically for Zero-emission cars and Freeport Structures and Buildings |
| Student loans | We've updated the Student Loans page to allow you to identify repayments under Plan 4. This is in addition to the existing Plan 1 and 2 Student loans and postgraduate Loans. |
| Updated forms for compliance for 2021-22 | This release includes the 2021-22 Self Assessment forms for individuals. |
| SA302 PDF form |
We added the ability to print a PDF version of the SA302 tax calculation as a single report. Useful to provide self employed clients with evidence of their income to support mortgage applications. |
| Tax calculation | The latest version of HMRC's 2021-22 tax calculation for individuals has been included. We are continuing to work with HMRC to help ensure their tax calculations are as accurate as possible and incorrectly calculated cases are identified as Special Cases or Exclusions. |
31 January 2022
| Feature | Summary |
|---|---|
| HMRC Exclusions and Special Cases |
We've added validations to identify tax returns affected by HMRC online filing exclusions. |
26 November 2021
| Feature | Summary |
|---|---|
| HMRC Exclusions and Special Cases |
We've added validations to identify tax returns affected by HMRC online filing exclusions 127, 129, 130, 132. |
| Carry forward income tax losses |
You can now record income tax losses brought forward and unused current year losses. Opt to roll forward from a 2020/21 return to carry forward unused income tax losses to the following tax year. Select New tax year with roll forward when creating a new tax year. The figure will appear in Losses brought forward. |
| Early builds for tax year 2021/22 | Early builds let you start work on your client's 2021/22 tax returns. We've based early builds on the previous year's tax rules with 2022 rates and allowances added where known. They are subject to change once legislative updates are available. You cannot submit the return online until the end of the tax year. |
14 July 2021
| Feature | Summary |
|---|---|
| HMRC Exclusions and Special Cases |
We've updated the 2020-21 Special Cases (v1.0) and Exclusions (v1.0) for online filing. These identify when a tax return meets the latest criteria published by HMRC. |
26 April 2021
| Feature | Summary |
|---|---|
| HMRC Exclusions and Special Cases |
We've updated validations in line with HMRC's latest guidance to identify tax returns affected by 2019-20 online filing exclusions 116, 120, 121, 123, 125 and 126. |
25 March 2021
| Feature | Summary |
|---|---|
| Tax returns | This release includes the 2020-21 Self Assessment forms for individuals. |
| Tax calculation | The latest version of HMRC's 2020-21 tax calculation for individuals has been included. We are continuing to work with HMRC to help ensure their tax calculations are as accurate as possible and incorrectly calculated cases are identified as Special Cases or Exclusions. |
| Online filing | 2020-21 returns for individuals can be filed online from 6 April 2021. The software includes HMRC online filing validations, along with the latest Special Cases and Exclusions. |
| Capital Gains: Disposals of Residential property | Disposals of residential property by UK residents that have already been reported to HMRC on a Capital Gains Tax UK Property Disposal return, also need to be included on the Self Assessment return. You can enter the disposal details and any amounts of tax paid in Capital Gains. |
| Capital Gains: Business Asset Disposal Relief | We have reflected the change from Entrepreneurs’ Relief (ER) to Business Asset Disposal Relief (BADR) and the reduction in the lifetime limit from £10 million to £1 million. You can now enter details to report the total ER and BADR claimed to date on the Capital Gains Tax summary supplementary pages. |
| COVID-19 Support payments declaration and incorrect claims |
We have added COVID-19 to Earned Income to allow you to enter coronavirus support payments incorrectly claimed but not repaid or recovered directly by HMRC. You can also complete the declaration that all valid coronavirus support payments have been included in taxable income as required. Open our Sage Advice article on coronavirus support payments |
| COVID-19 Self-employments | We have updated Self-employment – Adjustments to allow you to record the Self-Employment Income Support Scheme (SEISS) grants for the tax year. |
| COVID-19 Residency | We have updated Residency to allow you to enter days spent in the UK to carry out specified COVID-19 work. |
| COVID-19 Partnerships | We have updated Earned Income within the Partnership Trade section to allow you to record the SEISS receipts for the tax year. |
| Foreign dividend income | We have included an option for Foreign dividend income (without Foreign Tax Credit Relief) up to £2,000 to be reported on the page TR 3 of the Main return, where applicable. |
| Remitted foreign income | From 2020-21, HMRC has introduced separate reporting of remitted foreign savings and dividend income. |
| Off-payroll working | We have added an option to Employments to indicate whether employment income is from off-payroll working engagements. |
26 November 2020
| Feature | Summary |
|---|---|
| HMRC Exclusions and Special Cases |
We've added validations to identify tax returns affected by HMRC online filing exclusions 113, 114, 115, 116, 117, 120, 121, 122 and 123. |
29 June 2020
| Feature | Summary |
|---|---|
| HMRC Exclusions and Special Cases |
We've added the ability to identify when a tax return meets the latest criteria provided by HMRC for the following exclusions for online filing. Special Cases: 37 Exclusions: 105, 113, 114, 115 |
14 May 2020
| Feature | Summary |
|---|---|
| Multiple partnerships |
You can now add multiple partnerships. Select Create Partnership to generate an additional Partnership Details page. |
31 March 2020
| Feature | Summary |
|---|---|
| Compliance for tax year 2019-20 | We’ve added compliance to support the tax year 2019-20. You can now enter information, populate your tax return and submit an xml submission package for this year. |
| Capital gains: Investors’ Relief and Non-resident disposals |
We have redesigned the Capital gains data entry pages to help you to: • Claim Investors’ Relief in respect of gains arising from the disposal of shares in unlisted companies; and • Enter and identify gains by a non-resident from the disposal of a UK property. |
| Capital Allowances: Electric charge-points and Structures and Buildings | We have amended the Self-employment, UK Property and Foreign (SA106) sections to enable you to enter claims specifically for electric charge-point allowances (ECPA) and Structures and Buildings Allowances (SBA). |
| Welsh taxpayers | We have amended the Client Details page in Non-financial Information to enable you to identify clients as subject to Scottish, Welsh or UK tax rates. For 2019-20, Welsh tax rates and bands are the same as UK tax rates. |
| Postgraduate loans | We have amended the Student Loans page to allow you to identify repayments under Postgraduate Loan Plan loans, as well as Plan 1 and Plan 2 Student Loans. For Northern Ireland and Scotland, Postgraduate Loans are treated as Plan 1 Student Loans. |
| HMRC Exclusions and Special Cases |
We have updated our validation processes and information about Special Cases and Exclusions for 2019 and 2020 in line with the latest HMRC advice. We are awaiting further information from HMRC about 2020 Special Cases and Exclusions, which we will incorporate in future updates. Open Special cases and exclusions for more information. |
16 January 2020
| Feature | Summary |
|---|---|
| HMRC exclusions |
We've added the ability to identify when a tax return meets the latest criteria provided by HMRC for the following Special Cases and Exclusions for online filing. Special cases: 36 Exclusions: 85, 109, 110, 112 See Special cases and exclusions for more information. |
18 December 2019
| Feature | Summary |
|---|---|
| HMRC exclusions |
We've added the ability to identify when a tax return meets the latest criteria provided by HMRC for the following Special Cases and Exclusions for online filing. Special cases: 33 and 34 Exclusions: 56, 96, 103, 105, 107 See Special cases and exclusions for more information. |
| Entrepreneurs’ Relief |
We've updated the Capital Gains section, to make claiming Entrepreneurs' Relief (ER) easier. All ER claims must be entered under ER and Other Gains. Gains entered elsewhere can no longer be identified as qualifying for ER. We recommend you review all your capital gains entries following these changes. |
16 September 2019
| Feature | Summary |
|---|---|
| HMRC exclusions |
We've added the ability to identify when a tax return meets the latest criteria for HMRC online filing exclusions 6, 18, 22, 23, 56, 57, 85, 101, 102, 103, 104, 105, 106. See Special cases and exclusions for more information. |
3 April 2019
| Feature | Summary |
|---|---|
| Compliance for tax year 2018-19 | We’ve added compliance to support the tax year 2018-19. You can now enter information, populate your tax return and submit an xml submission package for this year. |
| Disguised remuneration | You are now able to report details of disguised remuneration loans received after 6 April 1999 in respect of employments, self-employments and partnerships. |
| Annual Investment Allowance | We have incorporated HMRC’s guidance on claiming AIA above the current validation limit of £400,000 into the application. |
| Structures and Buildings Allowance (SBA) | We have incorporated HMRC’s guidance on claiming the new Structures and Buildings Allowance (SBA) into the application. |
| Foreign (SA106) | We’ve added global and in line validations into the Foreign (SA106) area of the application to help prevent unsuccessful submissions to HMRC. |
| Unused residential finance costs brought forward | You are now able to enter details of unused residential finance costs brought forward and, where applicable, claim relief for these in the current year or carry them forward to subsequent years. |
| Roll forward of Partnership data | Various standing data will now be rolled forward from 2017-18 to 2018-19 in respect of active partnership records. |
| Non-deductible partnership loan interest | From 2018-19HMRCadded a box to the SA101 in respect of Non-deductible loan interest from investments into property partnerships. We have added functionality to help you calculate this amount and populate the box accordingly. |
| Enterprise Investment Schemes | We have updated the Enterprise Investment Schemes limit from £1,000,000 to £2,000,000, to take into account the additional amounts allowable, from 2018-19 onwards, in respect of subscriptions for shares in knowledge-intensive companies. |
| Provisional and estimated figures | We have updated the application regarding HMRC’s current guidance concerning the use of provisional and estimated figures. |
| HMRC Special Case 29 | We have incorporated HMRC’s advice for the scenario where you want to claim Rent a Room relief on Rent a Room income over £7,500 and have other property income that you want to claim the property income allowance on. |
| HMRC exclusions | We have removed the exclusions which HMRC have advised us no longer apply from 2018-19 onwards. |
10 January 2019
| Feature | Summary |
|---|---|
| Foreign | You can now record details of your client’s Foreign income on the SA106 supplementary pages. |
| Special cases and exclusions | We have added the ability to identify when a tax return meets the criteria for HMRC online filing special case 24. |
8 January 2019
| Feature | Summary |
|---|---|
| Special cases and exclusions | We have added the ability to identify when a tax return for the year ended 5 April 2018 meets the criteria for HMRC online filing exclusions 79, 83, 84, 88, 89, 92, 94, 95 and 97. |
12 December 2018
| Feature | Summary |
|---|---|
| Partnerships | You can now record details of your client’s share of partnership income on the SA104F supplementary pages. |
| Special cases and exclusions | We have added the ability to identify when a tax return meets the criteria for HMRC online filing exclusions 70, 81, 82, 85, 86, 87 and 90. |
11 October 2018
| Feature | Summary |
|---|---|
| Compliance for tax year 2017-18 | |
| Capital Gains Tax | You can now select Capital Gains Tax as an optional module to record your clients’ capital gains or losses on the SA108 supplementary pages. |
| HMRC special cases and exclusions | We have added the ability to identify when a tax return meets the criteria for HMRC online filing special cases 14, 18, and 28. We have added the ability to identify when a tax return meets the criteria for HMRC online filing exclusion 18. |
3 September 2018
| Feature | Summary |
|---|---|
| Residence and Remittance Basis | You can now select Residency as an optional module to record your clients’ residence or domicile status and remittance basis claims on the SA109 supplementary pages. |
9 August 2018
| Feature | Summary |
|---|---|
| Charitable giving | You can now record: Gifts of qualifying shares or securities, and land and buildingsQualifying investments gifted to non-UK charities Gift Aid payments to non-UK charities |
| Pension schemes | You can now record overseas pension scheme payments. |
| Allowances | You can now record claims for Married Couple’s Allowance or Blind Person’s Allowance. |
| Additional information | You can now record bonus issues of securities or redeemable shares and close company loans written off or released. |
| Employments | You can now record where a student loan falls under the Repayment of Teacher’s Loan Scheme. |
| Property income | You can now record tax taken off property income. |
| SA302 | We’ve added ‘SA302’ to the title of the Tax Calculation report to help support mortgage applications. |
| Stability & performance |
Includes general performance and stability improvements. |
19 June 2018
| Feature | Summary |
|---|---|
| Taxable Share Schemes, Lump Sums, Exemptions and Deductions | We’ve added the ability to report details of Share schemes and employment lump sums, compensation and deductions and certain post-employment income to HMRC. |
| Foreign | We’ve added the ability to report details of Untaxed foreign interest (up to £2,000), Foreign dividends (up to £300), and Foreign tax taken off dividends to HMRC. |
| Other UK Income | We’ve added the ability to report details of Other UK Income not included on Supplementary Pages, Interest from Gilts and Securities, Gains from UK Life Insurance Policies and Post-cessation Receipts to HMRC. |
| Other Tax Reliefs | We’ve added the ability to report details of Other Tax Reliefs to HMRC. |
| Other Information | We have added the ability to report details of Income Tax Losses and Limit on Income Tax Relief, Pension Savings Tax Charges and Tax Avoidance Schemes to HMRC. |
| Trusts | We’ve added the ability to report Trust income to HMRC. |
| Customisation | Using the new customisation tab, you can choose what modules to display for each client. You could use this to add newly supported compliance areas and future additions. |
| Tell us what you think | If there’s something you’d like to see in a future update, let us know! Within Customisation, use the Feedback options. |
22 May 2018
| Feature | Summary |
|---|---|
| Tax Returns | Personal tax returns can now be deleted. |
| Delete Tax Years | You can no longer delete a tax year when there are tax returns associated with that year. |
| Stability & Performance |
Includes general performance and stability improvements. |
3 April 2018
| Feature | Summary |
|---|---|
| Compliance for tax year 2017-18 | We’ve added compliance to support the tax year 2017-18. You can now enter information, pre-populate your tax return and submit an xml submission package for this year. |
| Trading income allowance for the self-employed | You are now able to claim the new trading income allowance for the self-employed. |
| Property income allowance | You are now able to claim the new property income allowance for unincorporated property businesses. |
| Residential finance costs | From 2017-18, changes have been introduced to restrict tax relief on residential property finance costs. We have added calculations to help you claim the correct relief. |
11 January 2018
| Feature | Summary |
|---|---|
| HMRC Exclusions | The application has been updated with the new exclusions HMRC have added in connection with the 2016/17 tax calculation and also updates they have made to existing exclusions. For more information regarding these exclusions and in what circumstances they can occur, please refer to our Support Centre help article on Special Cases and Exclusions. |
| Personal Tax Account Viewer | You can now access the Personal Tax Account Viewer from within Sage Personal Tax Online. This new feature allows you to connect to and get client data from HMRC’s Government Gateway to create a report containing all personal tax account data that HMRC hold for that client. |
23 October 2017
| Feature | Summary |
|---|---|
| HMRC Calculation Errors | HMRC has implemented the proposed changes to address the inaccuracies within their own 2016-17 tax calculation. We’ve updated our calculation to enable you to continue successfully submitting tax returns online to access the updated calculation, apply this update. This may result in a change to the calculated tax liability. For more information regarding the HMRC tax calculation, see HMRC Tax Calculation Errors 2017. |
| National Insurance Contributions (NICs) | We’ve moved the NICs section from within each individual Self-Employment record, into a new centralised section. This allows quicker entry of Class 2 and Class 4 NICs and also prevents triggering HMRC Special Case 9. We’ve also added the ability to enter Class 1 NICs to this section so that HMRC can use this data to calculate the maximum amount of Class 4 NICs due on any self-employed profits. |
20 June 2017
| Feature | Summary |
|---|---|
| HMRC Calculation Errors | A number of inaccuracies have been discovered within the current HMRC tax calculation, mostly relating to the interaction between the various allowances for savings and dividend income, the personal allowance and the higher and additional rate tax bands. Where combinations of income fall within the scope of these inaccuracies, the resulting tax calculation may be incorrect, which could result in an incorrect tax liability. In such circumstances, the return will successfully pass through HMRC’s online submission gateway without generating any calculation-based errors. We are continuing to liaise with HMRC and will update our guidance as soon as we have further information. In the meantime, if you believe that this situation applies to a client, then you should submit the return for that client to HMRC in paper format without the SA110 Tax Calculation Summary and with an explanatory letter. We recommend that such returns be submitted before 31 October 2017. If you require further clarification, please contact HMRC on 0300 200 3311. |
| Updating to new compliance | We have added the ability to allow you to accept new compliance and improvements into existing returns. This allows you to control when and into which clients you add these changes. |
29 March 2017
| Feature | Summary |
|---|---|
| Compliance for tax year 2016-17 | We’ve added compliance to support the tax year 2016-17. You can now enter information, pre-populate your tax return and submit an xml submission package for this year. To support you in moving from tax year 2015-16 to 2016-17, we have added functionality to allow you to bring forward relevant information from one tax year to the next. |
| UK Property Income | We’ve added compliance to support UK property in tax year 2016-17. You are now able to enter details for UK property and to submit an SA105 to HMRC in paper form and in XML format. |
| Customer improvements | Improvements have been made for the tax year 2016-17, including: Improvements to labelling and descriptions, to assist you with entering data Additional validations, to help with the submission of correct data |
7 September 2016
| Feature | Summary |
|---|---|
| Return Data | We have been working on improvements and feedback from our beta programme including the following: Help links in self-employments have been updated to direct you to a central page for this compliance area. Moved “Client address has changed” from “Information for the Return” tab to the “Client Address” tab. Removed validations around bank account numbers in UK interest to make it appropriate for account number types. Added a description column to “Expenses” tab in “Create self-employment” so you can add more detail to your entries. We’ve improved alignments and made other visual improvements to our summary table buttons. Re-worded student loans repaid buttons. Re-worded validation on Unique Tax Reference to help understanding of this validation. Improvements to validations in Self-employments to allow you greater flexibility in how you enter data. Enhancements to validations around dates throughout the application. |
| Personal Tax Report | We’ve fixed bugs around page and table breaking and enhanced the display of additional information. |
| XMLand SA103 files | We now prevent the display of negative income within the xml file and SA103PDF. |
24 August 2016
| Feature | Summary |
|---|---|
| Sage Personal Tax Online | We’re delighted that with this release, we’re taking Sage Personal Tax Online out of beta. But, what you’re seeing is by no means the final product. We’re continuing to work hard on new features, and as always, we’re listening to your feedback to make this the best personal tax software for you. |
| Create new tax year | Tax years are the basic containers for the work you’ll be undertaking for your clients. We’ve updated compliance for tax years 2015/16. |
| Return Data | Enter the data for a self-assessment personal tax return in this area of the application. From here, you’ll enter different income sources and amend data brought in directly from Accounting Partner Edition and Sage Final Accounts Online. Deductions are also dealt with here, along with additional supporting information. |
| Populate data from Sage Final Accounts Online | When you create a self-employment, you can either create a blank self-employment or populate from an existing Sage Final Accounts Online business. |
| Attachments for Online Filing | From this area, you can manage and attach documents to your client’s tax return. These will be filed directly with HMRC along with the return. |
| Report Preview | Review your personal tax report and check for data input errors. |
| Generate Tax Returns | Generate and review your tax returns in PDF format in both draft and non-draft format. |
| Generate Submission Files | File directly with HMRC via our online filing solution. |
16 August 2016
| Feature | Summary |
|---|---|
| New Compliance | We’ve added the following new compliance areas to the Beta version of this product: Self-employmentsIntegration with Final Accounts Online so that self-employments can be automatically populated with a sole trader set of accounts. Additional information IR mark now appears on the face of the Personal Tax Report Submissions will remain switched off until the full release of Sage Personal Tax Online. If you’ve any feedback on any aspect of Sage Personal Tax Online, please use the feedback option in the top-left corner of the program. |
| Report Preview | We’ve improved styling and logic on the Report Preview to when rows and schedules are displayed. We’ve also incorporated customer feedback. |
| Personal Tax Report | We’ve improved reporting to reflect changes made to the Report Preview, and we’ve improved the look and feel of this report so you can share a professional, modern-looking document with your clients. |
| Customer Feedback from Beta Programme | As a result of feedback we’ve made the following improvements: You can now only enter data for UK Interest and UK Dividends income where that income has been received during the tax year. We’ve updated the appearance of the Create new return section for styling and usability. We’ve added some additional information tool tips. |