Adding pension income to untied

The treatment of pension income depends if you are in Making Tax Digital or not.

There is no need to tag pension income

But if you want to, you can tag it as personal.

In MTD

If you're in MTD, pension income (both private pension income and state pension income) are brought from HMRC. There is no need to enter this.

The income appears on the Employments & Benefits tab in the Making Tax Digital section.

Not in MTD

You need to enter pension income via a form.

In untied Pro in the browser

To enter pension income into untied, navigate to Tax Forms > Pensions and Benefits by clicking on the relevant section, or entering "Pension income" into the search,

In the mobile app

Navigate to taxes > Prepare your tax return > State pension and benefits (this includes non-state pension and benefits)


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