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Personal Tax: Non-Resident with Excluded income, Double Taxation and Personal Allowance

Article ID
ias-10608
Article Name
Personal Tax: Non-Resident with Excluded income, Double Taxation and Personal Allowance
Created Date
3rd September 2012
Product
IRIS Personal Tax
Problem
IRIS Personal Tax rules with excluded income, double taxation and personal allowance?
Resolution

If the client is a Non-Resident, IRIS performs two calculations in the background; one using personal allowances and other using excluded income.

IRIS will use the one that is most beneficial.

You cannot claim BOTH excluded income and personal allowance on the tax computation . It’s the most beneficial which will be used and you cannot override this.

Please see the HMRC help sheet: HS300 for more information and a full list of excludable income. https://www.hmrc.gov.uk/helpsheets/hs300.pdf

I do not have excluded income and need to claim personal allowance for a Non Resident

Reliefs, Misc, Residence Questionnaire,  Personal Allowance and double taxation tab – tick Claiming PA as non resident. (or Double Taxation)

Also make sure ‘Non resident’ is ticked under Residential Status tab.

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