A Complete Guide to Declaring Marriage Allowance for Tax Relief
Managing your tax reliefs efficiently is essential when preparing your UK self-assessment, and Marriage Allowance can help reduce your tax bill if you’re eligible. In this guide, we’ll show you how to declare Marriage Allowance within the Pie Tax App.
Whether you’re transferring part of your Personal Allowance to your partner or receiving it from them, our step-by-step instructions will help you record this correctly. By following these steps, you can ensure your Marriage Allowance tax relief is accurately reflected, making your self-assessment easier and more accurate.
Your Step-by-Step Guide
Follow these easy steps to ensure your tax reliefs are accurately recorded for your self-assessment:
Open the Pie Tax App and find the 'Quick Add' button in the middle of the navigation bar.Click 'Quick Add' in the Navigation Bar
After clicking 'Quick Add', select 'Add tax relief' from the screen to open the options menu.Select 'Add tax relief'
Next, you’ll see various types of tax reliefs. Tap ‘Marriage Allowance’ to continue.Choose Marriage Allowance
At this stage, you’ll decide how to input your marriage allowance. You can either select 'receipt of allowance' or 'transfer my allowance'.Select how you receive marriage allowance
If you choose this option, the app will automatically record that you are the recipient of the allowance, and it will appear in the Tax Overview or Income Accounts section.Receipt of Allowance
If you choose to transfer the allowance to your spouse, you’ll be asked to provide the following information: the relevant tax year, your spouse or civil partner’s first and last name, their National Insurance number, date of birth, and the date of your marriage or civil partnership.Transfer Allowance
After entering the details, you can view them in the 'Income Account' section or the Tax Overview section of the app.Review Tax Relief Summary
Key Benefits
Declare Marriage Allowance correctly and reflect it on your self-assessment.Accurate Tax Relief
Details are automatically included in your tax return, no need for manual edits.Saves Time
Step-by-step process makes it easy to record who’s transferring or receiving.Simple to Use
Frequently Asked Questions
What is Marriage Allowance?
It allows one partner to transfer unused Personal Allowance to the other.
Can I add it in the app?
Yes, go to ‘Quick Add’ > ‘Add tax relief’ > ‘Marriage Allowance’.
What info is needed to transfer?
Your partner’s name, NI number, DOB, marriage date, and tax year.
Where can I view it?
In the Income Account or Tax Overview section.
Can I edit it later?
Yes, you can update or remove it anytime from your income records.
