X

To make sure you get the best experience on our website we use cookies. Find out more or change your preferences

  Find out more about Sage Taxation

10
May

Welcome to the Sage Taxation Portal

Welcome to the Sage Taxation Portal

  Technical Tips

Tax Pack for January 2013

 A list of useful Ask Sage articles based on the calls received by support throughout the year, including a list of HMRC special and excluded cases

Tax Pack for January 2012

 A list of useful Ask Sage articles based on the calls received by support throughout the year, including a list of HMRC special and excluded cases

Sage Software Support Bulletin

 Every month we publish updated tips and tricks for submitting returns and using Sage software :  

Sage Personal Tax: How to enter income from land and property

 How to use Sage Taxation to record different sources of land and property income such as furnished lettings, ground rents, feu duties and premiums on leases.

Entering Employment Lump Sum and Compensation payments

 Sage Taxation: Entering Employment Lump Sum and Compensation payments

Sage Personal Tax: UK savings and investments

 Sage Personal Tax: UK savings and investments - Loss to carry forward to following year not refreshing

Class 4 NIC and adjustment for the change of basis

 Sage Personal Tax: Class 4 NIC and adjustment for the change of basis

Sage Taxation: Class 4 NIC – Deferments and Exceptions

 Sage Personal Tax allows for the calculation of Class 4 National Insurance Contributions to be adjusted to account for either an exception or deferment of contributions. This article discusses the effect of either a deferment or exception and the reasons for their use.

Personal Tax - No information on the Self Employment page

 There is no information on the Self Employment pages even though it is showing in data entry; how do I make it appear?

How to enter income from UK banks or building societies

 Within Sage Personal Tax you can record interest income received from UK banks and building societies either with tax deducted at source, or not deducted at source.

Urgent Issues Task Force Abstract 40 (UITF) 40 - Partnerships

 Sage Business Tax and Sage Partnership Tax: Urgent Issues Task Force Abstract 40 (UITF) 40 - Partnerships

Sage Partnership Tax: How to record a partner leaving or joining a partnership

 During the course of a partnership, the list of partners changes as partners join and leave the partnership. This article explain how to record this in Sage Partnership Tax.

How to add an employment

 If your client had an employment during the year you need to declare their P60 earnings, benefits and student loan payments. This article explains how to do this in Sage Personal Tax.

Sage Personal Tax: Foreign - Foreign Dividends

 The Finance Act 2008 made changes with respect to foreign dividends. This article provides an overview of these changes and the consequent changes to Sage Taxation.

Sage Personal Tax: The Events & Family Log

 Within Sage Personal Tax you can use the Events & Family Log to record relationships and events relating to individuals, such as births, marriages and divorces. This article explains how to add, edit or delete an event.

How to view or amend a client's main details

 Sage Personal Tax: How to view or amend a client's Main DetailsSage Personal Tax: How to view or amend a client

Sage Personal Tax: How to check or amend the Personal Details

 If required, you can record your client's residency information within Sage Personal Tax.

How to add income from taxed interest or receipts

 Within Sage Personal Tax, you can use the Taxed interest or receipts option to add different types of taxed interest sources.

How to add income from untaxed interest or receipts

 You can use the untaxed interest and receipts option to add any form of interest on which tax has not been deducted.

How to enter income from dividends and other distributions

 How to add/delete a source of income from dividends and other distributions

Capital Gains changes for 2008-09

 From 6 April 2008 the Capital Gains process dramatically changed. This article explains some of the main changes in the legislation.

Capital Gains - Duplicate items on the left-hand pane

 Sage Personal Tax: Capital Gains - Duplicate items on the left-hand pane

Capital Gain - Losses and Gain subject to foreign tax

 If a capital gain transaction results in a loss but an amount has been included in Foreign Details

Interest-free/low interest loans from an employer

 The tax treatment of interest-free/low interest loans provided by an employer to an employee, otherwise known as Beneficial Loans.

Furnished Holiday Lettings Income

Why has the bank interest not been taxed by the bank at 20%?

 Communications from banks or clients can sometimes indicate that Income Tax has been deducted at source from bank interest received at a rate other than 20%.

Capital Gains Tax Rates – Changes for 2010/11

 The changes in Capital Gains Tax rates for 2010/11.

Guide To Student Loan Repayments

 How to enter student loans within Sage Personal Tax.

How to deal with Foreign Property Losses?

 If your client has a foreign property that has made an overall loss you will recieve a HMRC validation message when you try to finalise the return.

Self Employment - Cessation box not available

 Entering information if the date of cessation box for a sole trader is greyed out in Sage Personal Tax

Adding an attachment to clear Capital Gains validation messages

 How to clear the following validation message: "Submission must contain at least one attachment or an entry in the whitespace if Capital Gains Summary is present"

How to resolve error 3000

 Find out how to resolve error 3000

How to resolve error 3001

 Find out how to resolve error 3001

How to resolve error 1046 - Authentication Failure

 Find out how to resolve error 1046

HMRC Self Assessment Availability

 How can I check if there are issues with the HMRC affecting Self Assessment Filing by Internet (FBI)

Unable to connect to SQL Server

 How to resolve an unable to connect to SQL server message

File By Internet (FBI): Error codes

 Sometimes when submitting you may receive a failed status and a message from the HM Revenue & Customs' (HMRC) server. This article explains how to resolve these errors.

How to set up a self employment

 If your client was self employed during the year you need to declare any profit or losses from this self employment. This article explains how to enter the information required to populate the SA103f, self employment full, or SA103s, self employment short, pages.

Sage Taxation - Producing reports of clients for whom you have filed a tax return

 Producing reports of clients for whom you have filed a tax return

A report to show all clients with tax returns filed

Sage Taxation allows you create a report which will display all your clients whose returns have been filed.
  Contact Us

If you’re new to Sage...

To find out more about our Sage Taxation suite or to book a demo call 0845 111 1111 or simply complete the form below.

:
  Resources

Sage Online Tax Surgery 2013 - Q&A Summary

At Sage we understand how demanding the self assessment period can be

How to enter a Redundancy Lump Sum in Sage Personal Tax

 How to enter a Redundancy Lump Sum in Sage Personal Tax

Entering Partnership Income in Sage Personal Tax

 Entering Partnership Income in Sage Personal Tax

How to edit a Practice Client in Sage Taxation

 Demonstrating how to edit a Practice Client in Sage Taxation, this information is used to populate returns and when you file online.

Entering Student Loan Deductions from an Employer in Sage Personal Tax

 How to enter student loan deductions made by an employer in Sage Personal Tax

Self-Assessment Support - Generating reports and letters for self assessment

 Generating report and letters for self-assessment 2012 using Sage Control Centre v14.01

Online Tax Filing 2011 Q&A Summary with Rebecca Benneyworth

 White paper providing an overview of Sage's Online Self-Assessment Tax Surgery 2011

Self-Assessment Support - National Insurance and Construction Industry Scheme

 How to amend CIS deductions and adjust class 4 NIC

Self-Assessment Support - Internet Filing

 Filing by internet using Sage Personal Tax

Self-Assessment Support- Submitting the return

 How to validate, generate a final version of and submit the return using Sage Personal Tax

Self-Assessment Support - Creating, copying, editing and adding the return

 Creating an attachment, copying the return for editing and adding the attachment
  Products & Promotions

29
Oct

25% discount when you switch to Sage

Enhance your practice this month by taking advantage of our switching discount

      Self Assessment Form Support

    SA106 - Foreign

    How to complete the SA106 - Foreign form from your Sage software...

    SA100 - Tax Return

     How to complete the SA100 - Tax Return form from your Sage software...

    SA104F - Partnership (Full)

     How to complete the SA104F - Partnership (Full) form from your Sage software...

    SA102 - Employment

     How to complete the SA102 - Employment form from your Sage software..

    SA108 - Capital Gains

     How to complete the SA108 - Capital Gains form from your Sage software...

    SA102MP - Parliament

     How to complete the SA102M - Parliament form from your Sage software...

    SA102M - Ministers of Religion

     How to complete the SA102M - Ministers of Religion form from your Sage software...

    SA103L - Lloyds Underwriters

     How to complete the SA103L form - Lloyds Underwriters from your Sage software...

    SA101 - Additional Information

     How to complete the SA101 form - Additional Information from your Sage software....