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Is anyone else having an issue with Taxfiler?

Scottish Student Loans

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We are trying to submit SATR for 20/21 for a Scottish tax payer who has a student loan.  Unfortunately Taxfiler does not seem to have the option for the new loan type. Anyone else encountered this?

We've contacted Taxfiler support but they're saying they're looking at this and don't know when/ if it will be available.  We're 2 months into 21/22 and the software can't deal with something that is relatively common - at least in Scotland.

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By tellingd
02nd Jun 2021 16:21

Apologies - it must be the heat! Of course this doesn't apply until next year's TRs - sorry to waste your time :-)

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By Matrix
02nd Jun 2021 16:32

Do you mind me asking how you know a client has a student loan? Did the client tell you or where do you get the info for the tax return? Thanks

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By tellingd
02nd Jun 2021 16:43

We've acted for this particular client for some time. They generally have income below the threshold but now things have picked up so the loan is relevant. We know about it because they told us, although it is quite common to receive an amended SA302 from HMRC because clients forget their student loans.

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By lionofludesch
02nd Jun 2021 17:28

tellingd wrote:
We know about it because they told us, although it is quite common to receive an amended SA302 from HMRC because clients forget their student loans.

I would imagine that this is the most common way for an adviser to find out.

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By Hugo Fair
02nd Jun 2021 18:52

"a Scottish tax payer who has a student loan. Unfortunately Taxfiler does not seem to have the option for the new loan type."

Just a note for when this does become relevant for SATR (by when hopefully Taxfiler will have caught up):
* the new loan type is for those who received a Student Loan to attend a Scottish university (irrespective of that individual's address or tax residency) ... so could apply to an English tax payer - or vice-versa.

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