Support a student's application

Yes No

Please answer yes or no. We need to know if you received income from self employment in order to accurately assess the student's entitlement to student finance.

Self-assessed online tax returns to HMRC

If you submitted an online tax return in 2009-10, log in to your online HMRC account and select ‘View your calculation’ to find the answer to this question. At the end of your online application for student finance, you can print off your HMRC calculations and send these in as evidence.

SA103 forms

If you submitted the paper form SA103 in 2009-10, you can work out ‘taxable profit from business’ using

• SA103F - box 72 plus box 74; or
• SA103L - box 51 minus box 52; or
• SA103S - box 27 plus box 29

SA200 forms

If you submitted the paper form SA200 in 2009-10:

• Business start up allowance amount can be found on form SA200 - box 3.10.
• Profit from self employment amount can be found on form SA200 - box 3.6.

How to calculate your ‘taxable profit from business’ amount using the SA103 form:

• SA103F - box 72 plus box 74
• SA103L - box 51 minus box 52
• SA103S - box 27 plus box 29

Business start up allowance amount can be found on form SA200 - box 3.10.

Profit from self employment amount can be found on form SA200 - box 3.6.

How to calculate your income from property lettings:

• Income from foreign property or land - SA106 - box 25
• Income from UK property - SA200 - box 6.3

Add these amounts together and enter the total amount.

How to calculate your total income minus expenses not included on your P60 or P11D (using the SA102 form):

• SA102M - box 4, plus box 8, plus box 10, minus (box 26 plus box 35)

Self-assessed online tax returns to HMRC

If you submitted an online tax return in 2009-10, log in to your online HMRC account and select ‘View your calculation’ to find the answer to this question. At the end of your online application for student finance, you can print off your HMRC calculations and send these in as evidence.

SA107 form

If you submitted a paper SA107 form in tax year 2009-10, you can work out ‘income from UK trusts’ using -

• Box 1(grossed up)  – Discretionary income payment from a trust–
• Box 2 - Total payments from settler interested trusts
• Box 3 (grossed up) - Non-discretionary income entitlement from a trust – net amount taxed at basic rate
• Box 4 (grossed up) - Non-discretionary income entitlement from a trust – net amount taxed at savings rate (grossed up) – SA107 -  box 4
• Box 5 (grossed up) - Non-discretionary income entitlement from a trust – net amount taxed at dividend rate (grossed up) – SA107 -  box 5
• Boxes 7-12 (grossed up) - Income chargeable on settlers – SA107 -  boxes 7 – 12
• Boxes 13-14 - Income chargeable on settlers – SA107 -  boxes 13 – 14
• Boxes 16-21(grossed up) - Income from UK estates (grossed up) – SA107 -  boxes 16 – 21
• Box 22 - Foreign estate income – SA107 -  box 22

 Add these amounts together and enter the total amount.

Self-assessed online tax returns to HMRC

If you submitted an online tax return in 2009-10, log in to your online HMRC account and select ‘View your calculation’ to find the answer to this question. At the end of your online application for student finance, you can print off your HMRC calculations and send these in as evidence.

SA106 form

If you submitted a paper SA106 form in tax year 2009-10, you can work out ‘income from foreign income’ using -

• All other overseas income received by an overseas trust, company or other person abroad – SA106 F3 -  box 13
• Overseas pension – SA106 F3 -  box 9
• Gains on disposals of holdings, offshore funds and discretionary income from non resident trusts – SA106 F6 -  box 41
• Benefit received from an overseas trust, company or other person – SA106 F6 -  box 42
• Gains on foreign life policies (amount of gain) – SA106 F6 -  box 43

Add these amounts together and enter the total amount.

How to calculate your income from an overseas pension using the SA101 form:

• Total amount of unauthorised payment from a pension scheme, subject to surcharge – SA101 Ai4 - box 10
• Taxable short service refund of contribution (overseas pension schemes only) – SA101 Ai4 - box 12
• Taxable lump sum death benefit payment (overseas pensions only) – SA101 Ai4 - box 13
• Value of pension benefits in excess of your available lifetime allowance, taken by you as a lump sum – SA101 Ai4 - box 5
• Amount of unauthorised payment from a pension scheme, not subject to surcharge – SA101 Ai4 - box 9

Add these amounts together and enter the total amount

Total amount of omissions (exemptions under transfer of foreign assets) can be found on form SA106 F6 - box 46