Follow the steps to accurately fill out your tax summary notes online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your name in the designated field to identify your tax record.
3. Input your Unique Taxpayer Reference (UTR) in the appropriate section to link your details with the HMRC system.
4. Use the working sheet in the tax calculation summary notes to calculate your total tax, student loan repayment, and Class 4 National Insurance contributions for the tax year. If the result is positive, enter that amount in box 1; if negative, enter it in box 2.
5. Complete box 3 with the total amount of tax, student loan repayment, and Class 4 NICs overpaid, if applicable.
6. Fill in box 4 with any capital gains tax that is due.
7. Input the amount in box 5 for any pension charges that are applicable.
8. Complete box 6 for the student loan repayment amount due.
9. For underpaid tax, refer to your PAYE Coding Notice and fill in box 7 for any underpaid tax from earlier years included in your tax code. Box 8 should reflect any underpaid tax for the current year.
10. Review Section 12 of the notes regarding payments on account before completing box 9. If reducing your payments, mark box 9 accordingly and provide the amount in box 10 along with reasoning in box 16.
11. Enter the blind person’s surplus allowance in box 11 if applicable, and provide the married couple’s surplus allowance in box 12.
12. If necessary, complete box 13 for any increases in tax due from adjustments to earlier years and box 14 for any decreases.
13. Box 15 should include any repayment from 2012–13 that you are claiming now.
14. Use box 16 for any additional information that may be relevant to your tax calculation.
15. Once all fields are filled out, ensure to save your changes, and choose to download, print, or share the form as needed.

Take the next step and complete your Hmrc Tax Calculation Summary Notes online today!