What do I enter on UK Self Assessment Tax Return?

Spainish residency but UK return

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I have 2 clients which are residents of Spain but have no spanish income. They recieve private and state pensions from the UK along with rental income from the UK.

The previous Tax Returns do not seem to have included any state pensions they have sent me state pension figures, private pension and rental income figures for this year along with tax returns submitted in spain, these are obviously in spanish so difficult to translate but 1 has paid tax in spain the other hasnt.

I am questioning whether I am wrong for thinking I should be including all of the income on to the UK tax return unlike the previous return which didnt include state pension and secondly does any of the tax paid in spain need to be included somehow? this is the first foreign return I have submitted.

 

 

 

Replies (12)

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By Wanderer
29th Nov 2017 12:32

You need to read the Double Tax Treaty.

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PJ
By paulgrca.net
29th Nov 2017 13:18

If you do not know how to do it either get trained or decline the appointment. A post on accounting web does not constitute training.

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Replying to paulgrca.net:
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By emalou7
29th Nov 2017 13:29

Thank you for your pointless and rude response.

I wasn't asking for training I know how to submit a tax return I was merely asking regarding the tax from Spain as it was something I had not come across and needed to know where to look like the reply before you a point in the right direction would have been helpful!

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Replying to emalou7:
PJ
By paulgrca.net
29th Nov 2017 14:17

I gave you perfectly sensible advice which you describe as pointless. Yes you may know how to submit a tax return but that does not make the entries correct. I apologise if you consider pointing out your apparent lack of knowledge was rude but that is your problem not mine.

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By Tim Vane
29th Nov 2017 13:56

I concur with the previous posts.

You need to read the DTT, and if you need to ask the questions you are asking then you should probably not be doing the work you are trying to do.

Getting stroppy about it doesn't change a thing.

The response which you criticised as rude and pointless was neither rude nor pointless. Indeed it was exactly the advice you need to hear, and if you think that was rude, you clearly ain't from round these parts.

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By justsotax
29th Nov 2017 14:14

quite agree Tim/Paul...think the reply was appropriate and polite.

Perhaps for future reference you need to sharpen up on the way in which you research subjects. Its part of the job...you will inevitably be faced with queries regarding areas you have little or no knowledge of....consider it 'constructive criticism'...

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Replying to justsotax:
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By Portia Nina Levin
29th Nov 2017 15:40

Yes. Constructive critisism! I have a lot of constructive critisism for people; especially all the useless wankers.

Yes! You can say wankers!

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By Accounts12
29th Nov 2017 15:12

Is very frustrating to see these type of questions across AccountingWeb, if you are going to accept an appointment, that person is trusting that you know what you are doing and you need to ensure that the advice you are giving is 100% correct otherwise how do you sleep at night?

If you are not sure then there are plenty of providers out there to who you can pay a nominal fee to who are tax experts who can help you double check something so you can be confident you are right. Surely that is the only way you could be comfortable to accept a fee for work completed?

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By emalou7
29th Nov 2017 16:09

I actually work within a small accountancy practice, this is not a question I would of particularly have liked to have asked online and I have never needed to before because I do know what I am doing but when I come across something new I need to make sure (I am sure at some point many of you have needed 'training' questions answered as many of you have said in replies I do not want to make errors and charge people for incorrect work. As senior members of staff are unavailable for me to ask the question and the fact that google was not helpful I thought I would ask people who would be able to provide me with a reasonable response, it seems however that my question is un acceptable to people on here and I now regret bothering, I thought it was a simple question that someone would have been able to answer for me and I didn't mean for it to cause such annoyance to people. I will just keep the client waiting until I can get through to HMRC online or speak to the tax adviser here when they return to work I am sure that it wouldn't be such a burden to them.

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By Mr Trellis of N Wales
29th Nov 2017 18:40

You bullies.

The OP should look at form HS304 and HMRC's digest of tax treaties (in which the state pension is often explicitly mentioned).

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By the_drookit_dug
29th Nov 2017 19:22

There's nothing wrong with accepting an appointment that requires a bit of research in an area with which you are not overly familiar.

My only suggestion for the OP is that perhaps undertaking more preliminary research (reading HMRC manuals, online articles etc) might allow you to post a more informed question.

I've found Accountingweb to be very useful in the past in pointing me in the right direction, however as of late there seems to be a lot of reply trolls basically telling questioners to get lost.

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Replying to the_drookit_dug:
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By Matrix
30th Nov 2017 00:15

Yes I agree we should support fellow accountants since this is the purpose of the forum.

Emalou - you received advice at 12.32 to check the tax treaty which you could have done and then impressed your bosses with you research. I expect you also have access to CCH, Tolleys, DTR manual, legislation etc. Your research should not be constrained by google.

The other posters have pointed out that a practitioner should not accept work which they are not qualified to do (since it may then not be covered by the PC or the PII). Since you are not a sole practitioner just ignore this, however bear in mind that the greatest asset of any professional can be knowing what you don't know.

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