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Additional Information for Income Tax Self Assessment (ITSA)

The Additional Information section is a central hub in My Tax Digital for recording income, reliefs, and expenses that are not captured in your regular quarterly business or property updates.

This section covers "non-mandated" income—the various other sources of revenue or tax relief that HMRC requires to generate your final tax calculation for the year.

How to Access

  1. Self Assessment Home Screen: Click the Additional Information tile.
  2. Navigation Menu: You can also select Additional Information from the left-hand side menu at any time.

Categories of Additional Information

The platform provides specific tiles to help you categorise your data. Select the relevant tile to enter your figures:

1. Investment & Savings

  • UK Interest: Report interest from UK bank accounts and building societies.
  • UK Dividends: For income received from UK company shares.
  • Foreign Interest & Dividends: For any savings or investment income earned outside the UK.

2. Pensions & Benefits

  • State Benefits: Declare taxable social security benefits (e.g. State Pension, JSA, or Carer's Allowance).
  • Foreign Pensions: For pension income received from overseas.
  • Pension Reliefs: Record contributions to registered schemes that qualify for tax relief.

3. Employment & Professional

  • Construction Industry Scheme (CIS): For subcontractors to report deductions made from their payments.
  • Employment Expenses: Costs related to your employment that have not been reimbursed by your employer.
  • Marriage Allowance: Apply to transfer a portion of your personal allowance to your spouse or civil partner.

4. Reliefs & Givings

  • Charitable Givings: Record Gift Aid donations or other qualifying charitable gifts.
  • Relief Investments: For specific investment schemes that offer tax relief (e.g. EIS, SEIS, or VCT).
  • Other Reliefs / Other Expenses: General categories for miscellaneous items not covered elsewhere.

5. Overseas Income

  • Foreign Income: For general income earned abroad that is taxable in the UK.
  • Foreign Reliefs: Claiming back tax paid on income that has already been taxed in another country.

Important Considerations

  • Tax Year Selection: Before entering any information, ensure the Active Tax Year (top-left dropdown) is set to the year you are currently filing for (e.g. 2026-27).
  • Supporting Documents: You should have your year-end certificates (such as P60s, P11Ds, or interest statements) to hand to ensure the figures you enter are 100% accurate.
  • Disclosures: If you need to provide extra context or specific notes to HMRC regarding your tax affairs, use the Disclosures tile.