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Accounting for Tax E-Filed Status

Use

In this screen you can view your Pension/Insurance company's e-filed status, whether the e-filing is completed or not. The details include Tax quarter, scheme name, policy number, LTA quantity, e-filed status, eTimestamp, user reference number, etc. If the batch list is too long to be viewed, click on the Next option, provided below to view the rest of the batches. Click on the Previous option to come to the preceding screen.

Path

E-Filing> E-File Accounting for Tax Uploaded Data and Status > Accounting for Tax E-Filed Status

OR

Reports > E-Filing Status > Accounting for Tax

Fields Available

• Tax Quarter: The tax quarter of the year will be displayed here.
• Scheme Name: The pension scheme name will be displayed here.
• Document Uploaded: The pension/ Insurance company name of which you have uploaded the documents to our E-fileready server will be displayed here.
• PSTR / SF Ref / Policy Number.: The Pension scheme tax reference number/SF/Policy number will be displayed here
• User CSV File Ref.: If you have entered the user reference number before uploading the batches then, it will appear here
• LTA Quantity: The number of members in the quarter who have been subject to a lifetime allowance charge (s) time allowance will be displayed here
• Authorised Surplus Quantity: The number of employers who received an authorised surplus payment in the quarter will be displayed here.
• HMRC eTimestamp: The date and time when the AFT was e-filed to the HMRC will be displayed here.
• E-Filed Status: The e-filed status will be displayed here.
• E-Filed Certificate & Digital Receipt: You can view or take a print out of the E-Filed certificate. To view or take a print out, click on View/Print link corresponding to the appropriate documents e-filed.
• E-Filed Details: You can view or take a print out of the AFT e-filed details. To view or take a print out, click on View/Print link corresponding to the appropriate Scheme Administrators documents e-filed.

Associated Tasks

• View/Print: To view or take a print out of the VAT100 documents that you have E-Filed, click on the link corresponding to the appropriate VAT100documents e-filed.
• Back: If you have finished viewing the details and wish to leave this screen, click on this button.

Related Topics

None