Personal Tax- MTR Entry in box [SA110:Next year’s repayment claimed now] OR MTR SA103F NIC4 date of birth 3001 6791

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Personal Tax- MTR Entry in box [SA110:Next year’s repayment claimed now] OR MTR SA103F NIC4 date of birth 3001 6791

13th October 2015

M T R There is an entry in box [SA110:Next year's repayment claimed now], box [SA101:Next year's trading and capital losses relief] must also be completed. Please check.

“MTR” usually refers to a HMRC ‘Mandated Technical Return’ or validation check

1. Load IRIS Personal Tax and select the client
2. Click Other Income then select Any Other Losses and limit on income tax relief
3. Complete the Future Trading or Certain Capital Losses section then click OK. If you regenerate and submit and now get a 6492/6594 then you entries in PT which need rechecking and editing – read this KB

MTR SA103F date of birth NIC4 and if you try and submit 3001 6791

1. Go to NIC Adjustments/ NIC4
2. Tick ‘exempt applies’ here and choose the relevant option. This will stop the NIC4 calculation. Regenerate and submit
3. As HMRC can block the submission with a 3001 6791 as client could be over pension age.