Release Notes

16 September 2019

Feature Summary
HMRC Exclusions We have added the ability to identify when a tax return meets the latest criteria for HMRC online filing exclusions 6, 18, 22, 23, 56, 57, 85, 101, 102, 103, 104, 105, 106.

See Special Cases and Exclusions

3 April 2019

Feature Summary
Compliance for tax year 2018-19 We’ve added compliance to support the tax year 2018-19. You can now enter information, populate your tax return and submit an xml submission package for this year.
Disguised remuneration You are now able to report details of disguised remuneration loans received after 6 April 1999 in respect of employments, self-employments and partnerships.
Annual Investment Allowance We have incorporated HMRC’s guidance on claiming AIA above the current validation limit of £400,000 into the application.
Structures and Buildings Allowance (SBA) We have incorporated HMRC’s guidance on claiming the new Structures and Buildings Allowance (SBA) into the application.
Foreign (SA106) We’ve added global and inline validations into the Foreign (SA106) area of the application to help prevent unsuccessful submissions to HMRC.
Unused residential finance costs brought forward You are now able to enter details of unused residential finance costs brought forward and, where applicable, claim relief for these in the current year or carry them forward to subsequent years.
Roll forward of Partnership data Various standing data will now be rolled forward from 2017-18 to 2018-19 in respect of active partnership records.
Non-deductible partnership loan interest From 2018-19 HMRC added a box to the SA101 in respect of Non-deductible loan interest from investments into property partnerships. We have added functionality to help you calculate this amount and populate the box accordingly.
Enterprise Investment Schemes We have updated the Enterprise Investment Schemes limit from £1,000,000 to £2,000,000, to take into account the additional amounts allowable, from 2018-19 onwards, in respect of subscriptions for shares in knowledge-intensive companies.
Provisional and Estimated figures We have updated the application regarding HMRC’s current guidance concerning the use of provisional and estimated figures.
HMRC Special Case 29 We have incorporated HMRC’s advice for the scenario where you want to claim Rent a Room relief on Rent a Room income over £7,500 and have other property income that you want to claim the property income allowance on.
HMRC Exclusions We have removed the exclusions which HMRC have advised us no longer apply from 2018-19 onwards.

10 January 2019

Feature Summary
Foreign You can now record details of your client’s Foreign income on the SA106 supplementary pages.
Special Cases and Exclusions We have added the ability to identify when a tax return meets the criteria for HMRC online filing special case 24.

8 January 2019

Feature Summary
Special Cases and Exclusions We have added the ability to identify when a tax return for the year ended 5 April 2018 meets the criteria for HMRC online filing exclusions 79, 83, 84, 88, 89, 92, 94, 95 and 97.

12 December 2018

Feature Summary
Partnerships You can now record details of your client’s share of partnership income on the SA104F supplementary pages.
Special Cases and Exclusions We have added the ability to identify when a tax return meets the criteria for HMRC online filing exclusions 70, 81, 82, 85, 86, 87 and 90.

11 October 2018

Feature Summary
Compliance for tax year 2017-18
Capital Gains Tax You can now select Capital Gains Tax as an optional module to record your clients’ capital gains or losses on the SA108 supplementary pages.
HMRC Special Cases and Exclusions We have added the ability to identify when a tax return meets the criteria for HMRC online filing special cases 14, 18, and 28.

We have added the ability to identify when a tax return meets the criteria for HMRC online filing exclusion 18.

3 September 2018

Feature Summary
Residence and Remittance Basis You can now select Residency as an optional module to record your clients’ residence or domicile status and remittance basis claims on the SA109 supplementary pages.

9 August 2018

Feature Summary
Charitable Giving You can now record:

  • Gifts of qualifying shares or securities, and land and buildings
  • Qualifying investments gifted to non-UK charities
  • Gift Aid payments to non-UK charities
Pension Schemes You can now record overseas pension scheme payments.
Allowances You can now record claims for Married Couple’s Allowance or Blind Person’s Allowance.
Additional Information You can now record bonus issues of securities or redeemable shares and close company loans written off or released.
Employments You can now record where a student loan falls under the Repayment of Teacher’s Loan Scheme.
Property income You can now record tax taken off property income.
SA302 We’ve added ‘SA302’ to the title of the Tax Calculation report to help support mortgage applications.
Stability & Performance Includes general performance and stability improvements.

19 June 2018

Feature Summary
Taxable Share Schemes, Lump Sums, Exemptions and Deductions We’ve added the ability to report details of Share schemes and employment lump sums, compensation and deductions and certain post-employment income to HMRC.
Foreign We’ve added the ability to report details of Untaxed foreign interest (up to £2,000), Foreign dividends (up to £300), and Foreign tax taken off dividends to HMRC.
Other UK Income We’ve added the ability to report details of Other UK Income not included on Supplementary Pages, Interest from Gilts and Securities, Gains from UK Life Insurance Policies and Post-cessation Receipts to HMRC.
Other Tax Reliefs We’ve added the ability to report details of Other Tax Reliefs to HMRC.
Other Information We have added the ability to report details of Income Tax Losses and Limit on Income Tax Relief, Pension Savings Tax Charges and Tax Avoidance Schemes to HMRC.
Trusts We’ve added the ability to report Trust income to HMRC.
Customisation Using the new customisation tab, you can choose what modules to display for each client. You could use this to add newly supported compliance areas and future additions.
Tell us what you think If there’s something you’d like to see in a future update, let us know! Within Customisation, use the Feedback options.

22 May 2018

Feature Summary
Tax Returns Personal tax returns can now be deleted.
Delete Tax Years You can no longer delete a tax year when there are tax returns associated with that year.
Stability & Performance Includes general performance and stability improvements.

3 April 2018

Feature Summary
Compliance for tax year 2017-18 We’ve added compliance to support the tax year 2017-18. You can now enter information, pre-populate your tax return and submit an xml submission package for this year.
Trading income allowance for the self-employed You are now able to claim the new trading income allowance for the self-employed.
Property income allowance You are now able to claim the new property income allowance for unincorporated property businesses.
Residential finance costs From 2017-18, changes have been introduced to restrict tax relief on residential property finance costs. We have added calculations to help you claim the correct relief.

11 January 2018

Feature Summary
HMRC Exclusions The application has been updated with the new exclusions HMRC have added in connection with the 2016/17 tax calculation and also updates they have made to existing exclusions. For more information regarding these exclusions and in what circumstances they can occur, please refer to our Support Centre help article on Special Cases and Exclusions.
Personal Tax Account Viewer You can now access the Personal Tax Account Viewer from within Sage Personal Tax Online. This new feature allows you to connect to and get client data from HMRC’s Government Gateway to create a report containing all personal tax account data that HMRC hold for that client.

23 October 2017

Feature Summary
HMRC Calculation Errors HMRC has implemented the proposed changes to address the inaccuracies within their own 2016-17 tax calculation. We’ve updated our calculation to enable you to continue successfully submitting tax returns online.

To access the updated calculation, apply this update. This may result in a change to the calculated tax liability. For more information regarding the HMRC tax calculation, see HMRC Tax Calculation Errors 2017.
National Insurance Contributions (NICs) We’ve moved the NICs section from within each individual Self-Employment record, into a new centralised section. This allows quicker entry of Class 2 and Class 4 NICs and also prevents triggering HMRC Special Case 9.

We’ve also added the ability to enter Class 1 NICs to this section so that HMRC can use this data to calculate the maximum amount of Class 4 NICs due on any self-employed profits.

20 June 2017

Feature Summary
HMRC Calculation Errors
A number of inaccuracies have been discovered within the current HMRC tax calculation, mostly relating to the interaction between the various allowances for savings and dividend income, the personal allowance and the higher and additional rate tax bands. Where combinations of income fall within the scope of these inaccuracies, the resulting tax calculation may be incorrect, which could result in an incorrect tax liability.

In such circumstances, the return will successfully pass through HMRC’s online submission gateway without generating any calculation-based errors. We are continuing to liaise with HMRC and will update our guidance as soon as we have further information. In the meantime, if you believe that this situation applies to a client, then you should submit the return for that client to HMRC in paper format without the SA110 Tax Calculation Summary and with an explanatory letter.

We recommend that such returns be submitted before 31 October 2017. If you require further clarification, please contact HMRC on 0300 200 3311.
Updating to new compliance We have added the ability to allow you to accept new compliance and improvements into existing returns. This allows you to control when and into which clients you add these changes.

29 March 2017

Feature Summary
Compliance for tax year 2016-17 We’ve added compliance to support the tax year 2016-17. You can now enter information, pre-populate your tax return and submit an xml submission package for this year. To support you in moving from tax year 2015-16 to 2016-17, we have added functionality to allow you to bring forward relevant information from one tax year to the next.
UK Property Income We’ve added compliance to support UK property in tax year 2016-17. You are now able to enter details for UK property and to submit an SA105 to HMRC in paper form and in XML format.
Customer improvements Improvements have been made for the tax year 2016-17, including:

  • Improvements to labelling and descriptions, to assist you with entering data
  • Additional validations, to help with the submission of correct data

7 September 2016

Feature Summary
Return Data We have been working on improvements and feedback from our beta programme including the following:

  • Help links in self-employments have been updated to direct you to a central page for this compliance area.
  • Moved “Client address has changed” from “Information for the Return” tab to the “Client Address” tab.
  • Removed validations around bank account numbers in UK interest to make it appropriate for account number types.
  • Added a description column to “Expenses” tab in “Create self-employment” so you can add more detail to your entries.
  • We’ve improved alignments and made other visual improvements to our summary table buttons.
  • Re-worded student loans repaid buttons.
  • Re-worded validation on Unique Tax Reference to help understanding of this validation.
  • Improvements to validations in Self-employments to allow you greater flexibility in how you enter data.
  • Enhancements to validations around dates throughout the application.
Personal Tax Report We’ve fixed bugs around page and table breaking and enhanced the display of additional information.
XML and SA103 files We now prevent the display of negative income within the xml file and SA103 PDF.

24 August 2016

Feature Summary
Sage Personal Tax Online We’re delighted that with this release, we’re taking Sage Personal Tax Online out of beta. But, what you’re seeing is by no means the final product. We’re continuing to work hard on new features, and as always, we’re listening to your feedback to make this the best personal tax software for you.
Create new tax year Tax years are the basic containers for the work you’ll be undertaking for your clients. We’ve updated compliance for tax years 2015/16.
Return Data Enter the data for a self-assessment personal tax return in this area of the application. From here, you’ll enter different income sources and amend data brought in directly from Accounting Partner Edition and Sage Final Accounts Online. Deductions are also dealt with here, along with additional supporting information.
Populate data from Sage Final Accounts Online When you create a self-employment, you can either create a blank self-employment or populate from an existing Sage Final Accounts Online business.
Attachments for Online Filing From this area, you can manage and attach documents to your client’s tax return. These will be filed directly with HMRC along with the return.
Report Preview Review your personal tax report and check for data input errors.
Generate Tax Returns Generate and review your tax returns in PDF format in both draft and non-draft format.
Generate Submission Files File directly with HMRC via our online filing solution.

16 August 2016

Feature Summary
New Compliance We’ve added the following new compliance areas to the Beta version of this product:

  • Self-employments
  • Integration with Final Accounts Online so that self-employments can be automatically populated with a sole trader set of accounts.
  • Additional information
  • IR mark now appears on the face of the Personal Tax Report

Submissions will remain switched off until the full release of Sage Personal Tax Online.

If you’ve any feedback on any aspect of Sage Personal Tax Online, please use the feedback option in the top-left corner of the program.
Report Preview We’ve improved styling and logic on the Report Preview to when rows and schedules are displayed. We’ve also incorporated customer feedback.
Personal Tax Report We’ve improved reporting to reflect changes made to the Report Preview, and we’ve improved the look and feel of this report so you can share a professional, modern-looking document with your clients.
Customer Feedback from Beta Programme As a result of feedback we’ve made the following improvements:

  • You can now only enter data for UK Interest and UK Dividends income where that income has been received during the tax year.
  • We’ve updated the appearance of the Create new return section for styling and usability.
  • We’ve added some additional information tool tips.

Did you find this helpful?

Still need help?

Ask the Sage City community. Sage City is the place to ask questions, share tips and ideas, get practical advice and all the breaking news. Alternatively, find out other ways of getting in touch.

Visit Sage City