How do I remove text above box 19 in Additional Information?
If you import your tax return from the previous year, you might see imported text above box 19 of the Additional Information section. This text often relates to losses, pensions and so on that have been brought over from the previous year.
If these losses don’t apply in the current year, you’ll need to remove this data. Follow the instructions below to remove dividends/pensions or Capital Gains losses.
To find out where the information is appearing from please click on View at the top of your screen > Additional Info. You will see a list of the additional information boxes you have filled in.
To remove them from other boxes within the return, please see the instructions below:
Dividends/pensions
SimpleStep Mode: Other Income > Savings and Investments > Shares and unit trusts > Dividends and other qualifying distributions from UK companies > Click into the wizard > Remove the imported description rows.
HMRC Forms Mode: SA100 Core Return > Page 3 > Box 4 > Click into the wizard > Remove the imported description rows.
Capital Gains losses
- Go into HMRC Forms mode.
- SA100 Core Return > Page 3 > Box 4 > Clear the value from this box.
- Go to Page 2 (What makes up your tax return).
- Change the radio button to No.
This will clear data both the Additional Information section and the losses value.
If you are still experiencing difficulties of getting rid of the text please contact Support.
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