Personal Tax: Other/Private pension incorrect/missing on Tax comp
- Article ID
- personal-tax-other-private-pension-missing-from-tax-comp
- Article Name
- Personal Tax: Other/Private pension incorrect/missing on Tax comp
- Created Date
- 9th August 2021
- Product
- Problem
- IRIS Personal Tax: Other/private pension entry is incorrect or missing from Tax comp yet it appears on the Schedules of Data report
- Resolution
-
- Load the Client and select the relevant year
- Setup
- Retrieve ‘HMRC data practice options’
- Switch on all 5 tick boxes and OK
- Pensions and State benefits, Other Pensions
- On bottom right – ‘View pension and state benefit summary‘
- Tick ‘Manual value’ (not HMRC value)
- It will now appear on the Tax computation.
NOTE: When it uses the HMRC value and not manual value; it will appear on the ‘Exception report’ when you run a Tax comp etc. You can then decide whether to use your manual value on step 6.
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