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Personal Tax: Fill in Foreign Dividends Boxes 6, 7 Page TR3?

Article ID
personal-tax-fill-in-foreign-dividends-boxes-6-7-page-tr3
Article Name
Personal Tax: Fill in Foreign Dividends Boxes 6, 7 Page TR3?
Created Date
9th November 2021
Product
Problem
IRIS Personal Tax: How to fill in Foreign Dividends Boxes 6, 7 on Page TR3?
Resolution

This is a HMRC rule set up for Foreign income:

Users cannot claim ‘Foreign Tax Credit Relief’ (FTCR) on Foreign dividends – and expect it to be shown on page TR3 boxes 6 etc.

If you claim ‘FTCR’ on the dividends, then it needs to go on to the Foreign pages (and not TR3 box 6 etc).

If you have a Foreign dividend entry – You can test this by:

  1. Foreign
  2. Dividends and Interest
  3. Open the dividend entry on the top half
  4. Untick the the ‘Claim Tax credit relief’ box and then check page TR3.
  5. If the client really has a ‘Claim Tax credit relief’ then re-tick it and it will only show on the Foreign pages.

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