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Transactions: Tax-relief for net pension contributions

Feature Request

There does not seem to be a transaction type for tax-relief money coming into a pension plan claimed by the provider for all net pension contributions.

The only transaction type suitable seems to be “Contribution”. It will be useful to be able to label contributions into a pension plan as either a Net Member’s Contribution, an Employer’s Contribution, or a Tax-Relief contribution from HMRC.

Posted by Francois van der Merwe ·
Status: Accepting Feedback1 comment

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Comments1

  • James Gillespie

    •

    Sep 11, 2025

    Agree with this, also, in the same way there is not a transaction type for PAYE on Withdrawals.

    There needs to be some way of accounting for the Gross/Net and making sure that this can then reconcile with transactions from the provider…