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Tax Losses Week 3 Task 2

Total questions: 7

Worksheet time: 14mins

Name
Class
Date
1.

Which of the following trade loss options (post 1 April 2017) are available for a company?

A Claim against CY and/or previous 12 months total income in either order.

B Automatic carry-forward against future total profits.

C Claim against CY total income only.

D Claim against previous 12 months total income only.

a)

A, B, C & D

b)

C & D

c)

B & C

d)

A & B

2.

State three factors that might affect a company’s decision on whether to make a CY or CB loss claim v carry forward relief?

4 lines
3.

What could a company do with a capital loss?

A Automatically set-off against CY gains then carry-forward against first future gains.

B Set-off against total CY income.

C Carry back 12m against other gains.

D Carry back 12m against total income.

a)

A

b)

B

c)

C

d)

D

4.

Pear plc has the following results:

Y/e 30.9.18: Trade £50K, Property £20K; Investment £2K

6m/e 31.3.19: Trade £35K; Property £25K; Investment £2K

Y/e 31.3.20: Trade loss (£190K); Property £25K, Investment £2K

a)

£29000

b)

£65000

c)

£101000

d)

£163000

5.

Lime Ltd has TTP of £30,000, after deducting £3,000 of QCDS, for the year ended 30 September 2019.


For the year ended 30 September 2020, Lime Ltd made a trade loss of £45,000. The only other taxable source of income was a chargeable gain of £5,000.


What is the maximum loss the company can claim against the y/e 30 September 2020?

4 lines
6.

Peach plc has the following results:

Y/e 31.3.18: Trade £50K ; Capital gains £10K

Y/e 31.3.19: Trade £50K; Capital loss (£7K)

Y/e 31.3.20: Trade £50K; Capital gains £5K


What is:

(i) The amount shown on the gains line for each year?

(ii) The capital loss carried forward, if any, at 1.4.20?

4 lines
7.

Mango Plc estimates it will have Taxable Total Profits of £500,000 for the year ended 30th June 2022 and wants to calculate what the CT liability would be if CT rates increased to 21% from FY 2021.


Calculate the estimated Corporation Tax Due by filling in the question marks below:

FY 2020: ? months/12 months x £500,000 x ?% = £?

FY 2021: ? months/12 months x £500,000 x ?% = £?

(a)