#uksdlt

The #uksdlt data helper can be used to calculate current land tax rates for England, Northern Ireland, Wales and Scotland.

Note

This is updated whenever UK legislation is amended, meaning nothing needs to be changed at your side!

Tip

For a more comprehensive calculation of English and Northern Irish Stamp Duty rates, see our #partial EnglandResidentialSDLT helper.

The data helper is made up of the following parts:

{{#uksdlt property.price first.time.buyer is.second.property 'England' any.purchasers.non.uk.resident effective.date}}

Tip

The data markers used in the example above can be changed for any current data markers in use within your InTouch account.

#uksdlt	The data helper that tells InTouch to perform a Land Tax calculation
property.price	A data marker representing the price of the property
first.time.buyer	A data marker representing whether the first time buyer rates should be used
is.second.property	A data marker representing whether the second property surcharge should be used
’England”Northern Ireland”Scotland”Wales’	Coding to represent which countries Land Tax rates to output
any.purchasers.non.uk.resident	A data marker representing whether the non UK resident surcharge should be usedThis data marker is optional, if you don’t wish for the surcharge to be considered, add the word “false” in place of the data marker i.e.{{#uksdlt property.price first.time.buyer is.second.property ‘Scotland’ false}}
effective.date	A data marker representing the effective date of the transactionThis can be used to output different Stamp Duty rates depending on when the transaction is due to complete.

The #uksdlt data helper can then be used to calculate land tax rates within:

• Quote calculators
• Email, document and SMS templates

Tip

For further guidance on configuring the #uksdlt helper, watch our short training video!

Quote Calculators

To calculate land tax rates within a quote calculator:

1. Create the following questions to collect the required information:

Question	Response Type
Are you a first time buyer & will you be moving into the property?	Yes / No
Will the purchase of this property result in you owning two or more properties?	Yes / No
[Optional] Are any of the purchasers non-UK residents?	Yes / No
Property Price	Currency
Property Country	Dropdown List or Radio with the following options:- England or Northern Ireland- Scotland- Wales
[Optional] Effective Date	Date

2. Save the answers back to the relevant data markers
3. Create the following fees with the relevant uksdlt data helper within the fee calculation box:

Fee	Data Helper
Stamp Duty Land Tax	{{#uksdlt property.price first.time.buyer is.second.property ‘England’any.purchasers.non.uk.resident effective.date}}
Land and Buildings Transaction Tax	{{#uksdlt property.price first.time.buyer is.second.property ‘Scotland’}}
Welsh Land Transaction Tax	{{#uksdlt property.price first.time.buyer is.second.property ‘Wales’}}

Note

Add conditions or configure the fees to be hidden so that the relevant rates are only shown when the correct country is chosen within the form.

Tip

If you are making use of a Legacy Form, automatically add the above by selecting ‘+Step’ within the form builder and choosing ‘UK Land Tax’.

Templates

The #uksdlt data helper can also be used in document and email templates to calculate current land tax rates directly within the template.

1. Ensure the relevant data markers are defined as custom fields on your matter templates
2. Add the data helper to the relevant place within the template
3. When the template’s generated on a matter, the user will be asked the relevant questions and the land tax will be automatically calculated