How to complete box 13 on page T1 of the 2009 Tax Return

Article ID

ias-10626

Article Name

Created Date

3rd September 2012

Product

IRIS Personal Tax

Problem

How can box 13 on page T1- non savings income paid gross on income chargable on the settlor be completed?

Resolution

Users are required to: 1. Log on to Personal Tax and select client. 2. Select Trusts, Settlements and Estates, select Income Chargeable on Settlors. 3. Click New, add the trust details. 4. Enter the Gross income, enable Basic rate and remove the tax deducted figure which IRIS calculates automatically, click OK and click no to overwrite.

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