RA instructions: Format 1
If the word FILE is displayed at the top of Format 1 get the file if you have not done so already.
Use the information given on the form R40(SP) to complete
Format 1 as follows.
| Field | Notes and action required |
| CLAIM NOT PURSUED? | Leave blank. |
| AMOUNT | UK Dividends
Enter the amount shown in ‘Amount of dividend’.
Bank/Building Soc Interest
Enter the amount shown in ‘Bank, building society interest taxed before receipt’. Note that from April 2016 the Personal Savings Allowance applies and repayments are not usually appropriate.
Enter the amount shown in ‘Bank, building society interest not taxed’.
Enter the amount shown for State retirement pension. | | TAX | Enter the tax shown in ‘Amount of tax credit’.
You must enter the tax if you have made an entry in AMOUNT for UK Dividends. Note that from April 2016 Dividend Tax Allowance means the tax credit no longer applies and repayments are not usually appropriate. | | ANNUAL PAYMENTS | | | NET/GROSS | Enter N. | | AMOUNT | Enter the amount shown in the Total box of ‘Payment to charity under deeds of covenant’. | | REPAYMENT SUPPLEMENT DUE? | If the year is one for which supplement may be due Y will appear in this field. Do not change this entry. | | ALLCES ETC. | Enter PA (LPA for 1989/90 or earlier). |
Press SEND .
If you get the error message AMOUNT OF TAX DOES NOT TALLY WITH SOURCE AMOUNT AND TAX RATE FOR YEAR check
- the claimant’s arithmetic
- that you have copied the figures correctly from the claim form.
If you have not copied the figures correctly or the claimant’s arithmetic is incorrect
- amend the entries
- press SEND . If you have copied the figures correctly
- press CTRL and A
- pass the file to an RO with a note of the error message.