Personal Tax- Pension Contribution Relief at 20% or 40%

Article ID

personal-tax-pension-contribution-relief-at-20-or-40

Article Name

Created Date

18th March 2024

Product

IRIS Personal Tax

Problem

IRIS Personal Tax- Pension contribution relief at 20% or 40%

Resolution

Claim the 20% Relief only: Go to Reliefs | Pension Contribution | Personal pension contribution and enter the value

Claim the additional 20% Relief (eg 40%): Enter the pension in Income | Pension and state benefits | State pension, this will extend the basic rate band and give you the relief for the higher rate. If you do not agree with this information you will need to contact HMRC to find out where this entry needs to be populated on the self-assessment.

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