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Issue with Taxfiler SA calc? - Scottish tax payer

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I am preparing an SA return for a client (using Taxfiler software) who is a Scottish tax payer. I have set the details within case/client tab within the software to note that they should pay the Scottish rates but this isn't flowing through to the tax calc which is still showing UK rates.

I have emailed Taxfiler but I understand they will only reply Monday-Friday and ideally I would like to finalise the return this weekend. If anyone has encountered this issue before and worked out how to deal with it, please let me know.

For info, the primary income in the return is employment (non-savings) so the SRIT applies.

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RLI
By lionofludesch
19th Jun 2021 11:29

Are you sure ?

UK rates on some classes of income apply to the whole of the UK.

What's this fella's income ?

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Replying to lionofludesch:
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By Hugo Fair
19th Jun 2021 12:06

"UK rates on some classes of income apply to the whole of the UK"

Really? At the risk of sounding like an out-take from Grease, 'Tell me more'.

I was under the impression that:
* If you are a Scottish taxpayer, you pay Scottish income tax according to the Scottish income tax rates and bands on your non-savings and non-dividend income.
* Non-savings and non-dividend income includes profits from rental property, and earned income, such as employment income, pension income and profits from self-employment.
* If you are a Scottish taxpayer, you only continue to pay income tax according to the UK rates and bands of income tax on your savings and dividend income.

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Replying to Hugo Fair:
RLI
By lionofludesch
19th Jun 2021 13:04

Hugo Fair wrote:

"UK rates on some classes of income apply to the whole of the UK"

Really? At the risk of sounding like an out-take from Grease, 'Tell me more'.

I was under the impression that:
* If you are a Scottish taxpayer, you pay Scottish income tax according to the Scottish income tax rates and bands on your non-savings and non-dividend income.
* Non-savings and non-dividend income includes profits from rental property, and earned income, such as employment income, pension income and profits from self-employment.
* If you are a Scottish taxpayer, you only continue to pay income tax according to the UK rates and bands of income tax on your savings and dividend income.

What exactly do you need beyond the last paragraph of your own post?

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Replying to lionofludesch:
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By Hugo Fair
19th Jun 2021 13:55

Firstly, I was just checking that there wasn't some more arcane example (within your "some classes of income") of which I wasn't aware - lying in wait to trip me up ... so glad to hear that's not the case.

Also, I was hoping to prod the so-far unresponsive OP into being a bit clearer than merely saying "the primary income in the return is employment (non-savings)" ... for exactly the same reason as you've pointed out below.

Subtlety is not my strong point (in that I use either too little or, in this case, too much of it)!

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Replying to Hugo Fair:
RLI
By lionofludesch
19th Jun 2021 14:19

Well, I've just run a test and I get different answers for UK and Scottish taxpayers using mostly employment income.

Without actual numbers, it's hard to check.

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By frankfx
19th Jun 2021 12:04

https://www.moneysavingexpert.com/tax-calculator/

Tick I live in Scotland.

Let's know the outcome.

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By AdamMurphy
19th Jun 2021 12:12

Works fine on mine, just tested it by changing the "Scottish, Welsh or UK taxpayer" drop box to Scottish, then entering employment income. Scottish rates showing.

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RLI
By lionofludesch
19th Jun 2021 13:36

What's the income split?

A fella on a low salary, say £9000, and maybe £40000 or £50000 dividend will pay the same tax wherever he is in the UK.

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By taxman321
19th Jun 2021 14:18

Got it sorted by deleting the return and starting again - thanks for the replies. Not sure what was up with it

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