What this guide covers
Other-income records can be more detailed than business transactions. Work from official statements and check what HMRC already knows before adding or changing anything.
1. Start from Other income in Filing
Select the tax year and open the relevant savings, dividends, employment, or CIS area. Load the records held by HMRC before deciding whether an item is missing or incorrect.
Open Filing2. Review savings and dividend records
Check bank or building-society interest and dividend statements against the accounts and totals shown. Keep UK dividends, other dividend types, and any directorship details in their appropriate sections.
Review other income3. Review employment information
Compare employment pay and tax with your P60 or P45. Use the detailed sections only when relevant for items such as benefits, student-loan benefit-in-kind, tips, share schemes, lump sums, or other employment income.
Review employments4. Resolve uncertainty before declaring
Do not duplicate information that HMRC already holds. If a figure is unfamiliar, unsupported, or difficult to reconcile with an official statement, pause the final declaration and ask an accountant or HMRC for clarification.
Continue the year-end guideBefore you move on
- Official statements were compared with HMRC records
- Income was entered in the correct savings, dividend, or employment section
- Existing HMRC amounts were not duplicated
- Uncertain or unsupported income was resolved before declaration
Put the guide into practice.
Open the relevant workspace and complete the next step with this guide available in another tab.
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