## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/uk/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Other Income Sources

Under Making Tax Digital (MTD) for Income Tax in Zoho Books, you can create other income source forms to report extra tax details for a tax year. These forms are used when you need to add information such as dividend income, savings interest, employment income, benefits, charitable donations, or other disclosures before submitting your Final Declaration to HMRC.

Zoho Books supports the following other income source forms. You can [generate](/uk/books/help/mtd-it/other-income-sources.html#Generate-Other-Income-Source-Form), [edit](/uk/books/help/mtd-it/other-income-sources.html#Edit-Other-Income-Source-Form), [delete](/uk/books/help/mtd-it/other-income-sources.html#Delete-Other-Income-Source-Form) and [submit](/uk/books/help/mtd-it/other-income-sources.html#Submit-Other-Income-Source-Form) these forms from Zoho Books.

## Supported Forms

### UK Dividends

Use this form if you received dividends from shares in UK companies during the tax year. This helps you report that income correctly in your Income Tax records before you submit your Final Declaration to HMRC.

### UK Savings Account

Use this form if you earned interest from savings in a UK bank or building society account during the tax year. This helps ensure that your taxable savings income is recorded correctly before submission to HMRC.

### Marriage Allowance

Use this form if Marriage Allowance was transferred between you and your spouse or civil partner, or if you received it during the tax year. This helps reflect the correct tax position before the Final Declaration is submitted.

### Charitable Giving

Use this form if you made eligible charitable donations during the tax year. This helps ensure that any related tax relief is taken into account correctly in your Income Tax submission.

### High Income Child Benefit Charge

Use this form if the High Income Child Benefit Charge applies to you for the tax year. This helps ensure that the charge is included correctly in your Income Tax records before your Final Declaration is submitted to HMRC.

### Disclosures

Use this form if you need to provide additional tax-related information to HMRC for the relevant tax year. This helps you include extra details that support the accuracy and completeness of your Income Tax submission.

### Employment Income

Use this form if you received income through employment during the tax year. This helps you record salary-related income and other employment details correctly before submission to HMRC.

### Non-PAYE Employment Income

Use this form if you received employment-related income that was not taxed through PAYE. This helps ensure that untaxed employment income is included correctly in your total Income Tax liability for the tax year.

### Student Loan Benefits in Kind

Use this form if you need to report benefits in kind that are relevant for student loan and tax reporting purposes. This helps ensure that those benefits are included correctly in your Income Tax information for the tax year.

### State Benefits

Use this form if you received taxable state benefits during the tax year. This helps ensure that this income is included accurately in your Income Tax records before your Final Declaration is submitted to HMRC.

## Manage Other Income Source Forms

### Generate Other Income Source Form

Before generating an Other Income Source form, you must first create an Other Income Source form. Here’s how:

*   Go to _Filing & Compliance_ on the left sidebar and select **Income Tax**.
*   Click **Create Additional Submission** in the top right corner.
*   In the _Create Additional Submission_ pop-up, fill in the following fields:
    *   Select the relevant tax year in the _Tax Year_ field.
    *   Select the required form in the _Submission Type_ field.
    *   Click **Create**.

![Create Other Income Source](/uk/books/help/images/mtd-it/other-income-sources/create-ois.png)

The Other Income Source form will now be created in the **Draft** status and listed under the _End of Year_ section of the _To Be Filed_ tab.

To generate the Other Income Source Form:

*   Click the newly created form from the _End of Year_ section.
*   On the form page, enter the required details.
*   Once you’ve entered all the values, click **Save and Generate**.

![Generate Other Income Source Form](/uk/books/help/images/mtd-it/other-income-sources/finalise-ois.png)

*   In the confirmation pop-up, click **Finalise Update**.

The form will now be saved in Zoho Books and its status will change to **Finalised**.

**Note:**

When you generate an _Employment Income_ tax form, a separate employment form must be created for each employer. If you have more than one employer, generate and submit a separate form to HMRC for each employment.

* * *

### Edit Other Income Source Form

To edit an other income source form that is in Finalised status before submitting it to HMRC:

*   Go to _Filing & Compliance_ on the left sidebar and select **Income Tax**.
*   Select the required form in Finalised status.
*   On the form page, click the _More_ icon in the top right corner and select **Edit**.

![Edit Other Income Source Form](/uk/books/help/images/mtd-it/other-income-sources/edit-ois.png)

*   In the confirmation pop-up, click **Continue to Edit**.
*   Make the necessary changes and click **Save and Generate**.

The form will now be updated with the latest changes.

To edit an other income source form that is in Submitted status:

*   Go to _Filing & Compliance_ on the left sidebar and select **Income Tax**.
*   Select the required form in Submitted status.
*   On the form page, click the _More_ icon in the top right corner and select **Edit**.
*   In the confirmation pop-up, click **Continue to Edit**.
*   Make the necessary changes and click **Save and Generate**.

After editing the form, [submit](/uk/books/help/mtd-it/other-income-sources.html#Submit-Other-Income-Source-Form) it again so that the latest changes are sent to HMRC.

* * *

### Delete Other Income Source Form

To delete an other income source form that is in Finalised status before submitting it to HMRC:

*   Go to _Filing & Compliance_ on the left sidebar and select **Income Tax**.
*   Hover over the required form in the **Finalised** status.
*   Click the dropdown that appears and select **Delete.**

(or)

*   Select the required form in Finalised status that you want to delete.
*   On the form page, click the _More_ icon in the top right corner and select **Delete**.

![Delete Other Income Source Form](/uk/books/help/images/mtd-it/other-income-sources/delete-ois.png)

The form will now be deleted from Zoho Books.

To delete an other income source form that is in the **Submitted** status:

*   Go to _Filing & Compliance_ on the left sidebar and select **Income Tax**.
*   Select the required form in Submitted status that you want to delete.
*   On the form page, click the _More_ icon in the top right corner and select **Delete**.

For supported forms, the deletion will also be reflected in HMRC. If you require the form again, you have to [generate](/uk/books/help/mtd-it/other-income-sources.html#Generate-Other-Income-Source-Form) and [submit](/uk/books/help/mtd-it/other-income-sources.html#Submit-Other-Income-Source-Form) a new one.

**Note:**

HMRC deletion is not available for the **UK Savings Account** and **Marriage Allowance** forms. Deleting these forms removes them only from Zoho Books.

* * *

### Submit Other Income Source Form

Once you’ve entered all the required details and the form is in Finalised status, you can submit it to HMRC.

Here’s how:

*   Go to _Filing & Compliance_ on the left sidebar and select **Income Tax**.
*   Select the required form in Finalised status.
*   On the form page, click **Send Update** in the top right.

![Submit Other Income Source Form](/uk/books/help/images/mtd-it/other-income-sources/submit-ois.png)

*   In the confirmation pop-up, read the terms and click **Send Update** again.

The form will be sent to HMRC and marked as **Submitted** in Zoho Books.