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HMRC's latest SA software
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polymaff
Posts: 3,950 Forumite


in Cutting tax
HMRC's "fix" for the SA software was released last Monday.
The good news - it now appears to correctly process Starting Rate scenarios.
The bad news - HMRC staff are sticking with the old, faulty*, understanding of SA and the Starting Rate - and will not accept the suggestion that "you just discard everything you've done with Mrs. P's paper SA for 2016-17 so far and let her file freshly, online".
* e.g. For 2016/17, when considering eligibility for Starting Rate, dividend income is regarded as non-savings income.
SNAFU
The good news - it now appears to correctly process Starting Rate scenarios.
The bad news - HMRC staff are sticking with the old, faulty*, understanding of SA and the Starting Rate - and will not accept the suggestion that "you just discard everything you've done with Mrs. P's paper SA for 2016-17 so far and let her file freshly, online".
* e.g. For 2016/17, when considering eligibility for Starting Rate, dividend income is regarded as non-savings income.
SNAFU

0
Comments
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Confused by your e.g. Do you mean,
A). Dividend income is regarded (and should be regarded) as non savings income. HMRC are incorrectly treating dividend income as non savings income
0 -
Dazed_and_confused wrote: »Confused by your e.g. Do you mean,
A). Dividend income is regarded (and should be regarded) as non savings income. HMRC are incorrectly treating dividend income as non savings income
Confused by your ambiguous "Do you mean", D+C
If you mean, is it my understanding of the legislation, then, in the stated circumstances, no to A and yes to B
If you mean, is it my understanding of HMRC's stance, as stated by three HMRC staff in the last 24 hours, then, in the stated circumstances, yes to A no to B.
I gave the deciding vote to the new SA software. As mentioned, they wouldn't let me submit Mrs P's data to SA online, but I had purposefully held back my own online submission so I could parse other data on a "what if" basis.
It agrees with me - to the penny0 -
What do you mean it won't let you submit mrs p's data.?
Are you requesting that an already submitted return be unlogged so you can resubmit?
Did you file the original return online? If so you should just be able to amend the original submission. Change the figures by £1 and check the amended calculation. The understanding we had was that an amended return would recalculate correctly including resolving the issues with the SR.
If this is not the case feed it back using the links online.[SIZE=-1]To equate judgement and wisdom with occupation is at best . . . insulting.
[/SIZE]0 -
HMRC's "fix" for the SA software was released last Monday.
The good news - it now appears to correctly process Starting Rate scenarios.
The bad news - *HMRC staff are sticking with the old, faulty*, understanding of SA and the Starting Rate - and will not accept the suggestion that **"you just discard everything you've done with ***Mrs. P's paper SA for 2016-17 so far and let her file freshly, online".
* e.g. For 2016/17, when considering eligibility for Starting Rate, dividend income is regarded as non-savings income.* What do you mean it won't let you submit mrs p's data.?
**Are you requesting that an already submitted return be unlogged so you can resubmit?
***Did you file the original return online? If so you should just be able to amend the original submission. Change the figures by £1 and check the amended calculation.The understanding we had was that an amended return would recalculate correctly including resolving the issues with the SR.
Fingers crossed that that will be the case for ALL cases - even those cases where HMRC, due to their misunderstandings, reject any suggestion of faulty assessment - even when the challenge is "Well run it through your latest SA software and see"0
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