UKI Compliance Ideas Portal

Pension income details not split

HMRC Guide states:

Please give us the following details in ‘Any other information’ on page TR 7: • details of your pension or annuity payer and your reference number • your PAYE reference • the payment before tax and the amount of tax taken off.

This is not being extracted for the return.

  • Hartley Jackson
  • Jan 27 2025
  • One For The Future
  • Admin
    Steven Cartlidge commented
    07 Feb 15:05

    Good afternoon,

    I can see that whilst you are able to enter this information in the 'Other Pension Income' data entry area, and that it output in theReport PDF, This is not being populated into the TR 7 (box 19).

    The current solution would be to select the pencil icon at the top of the page and type the details here to show them on TR7.

    I will raise this withthe team to see if we can automate the populatyion of TR7 in a future update.

    Regards,

    Steve Cartlidge


  • Admin
    Steven Cartlidge commented
    07 Feb 11:21

    Good afternoon, I have esclated for the team to review.