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PTP TR - How to Transfer Marriage Allowance

Article ID
kba-03509
Article Name
PTP TR - How to Transfer Marriage Allowance
Created Date
23rd June 2016
Product
Problem
How to transfer marriage allowance (please note the income needs to be less than the Personal Allowance)
Resolution

1. Select Client and ensure the Spouse date of birth has been entered in the Year Specific Client Details

2. Open return and ensure the Client date of birth has been entered in the Client Main Details screen

3. Go to page 5 of return and complete boxes 1-5 at the bottom of the page

4. Put a cross in box Tick this box to confirm that a digital claim has been made to transfer the marriage allowance

5. Run calculation

6. Check section less marriage allowance, the amount is being taken off total allowance

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