Pension contributions in untied

There are two ways to add pension contributions in untied.

Don't include the same payment via both methods - or you'll end up doubling up: the totals from both methods are added and included in the tax return.

Note that relief at source needs to be gross sums - so you'll need to add back the 20% basic rate bonus (still current as of 2023/24 tax year - check for future years if in doubt).

Option 1 - by tagging transactions

Tag a transaction as "Pension Deductions (Payments into a registered "relief-at-source" pension plan)". This will include most SIPP contributions. If applicable, you will need to add a manual expense transaction to take account of the 20% basic rate tax bonus (this should be shown as well in your pension scheme report). To work this out, simply divide the payments you made by 4 and add that as a manual expense.

Option 2 - by using the form

In untied Pro in the browser

To enter pension contributions into untied, navigate to Tax Forms > Pensions and Benefits

You'll need to scroll down to where pension contributions are recorded. Again for relief at source (including most SIPP contributions) you need to enter the gross amount after allowing for the 20% tax bonus ... so if you paid £800, divide it by 4 to get £200 and add that to the original £800 to enter £1,000 in the box.

In the untied mobile app

Navigate to taxes > Prepare your tax return > State pension and benefits (this includes non-state pension and benefits). You'll need to scroll down to see where contributions are made.