Stamp Tax Online for UK Resident
SDLT forms can be created through Redbrick using the Stamp Tax Online integration.
Go into the relevant Redbrick matter, and then click on the SDLT button.
Please note SDLT will only be visible for relevant matter types, e.g. it may not be shown if you are in a Sale matter (but can be turned on if you are using Redbrick V29 or above).
If this is the first time you have opened the SDLT then your only option (button) is to Create SDLT
Once you have created one, you have the ability to close the form and re-open it at any point to add additional information until you are ready to submit.
Create SDLT – This is visible if you haven’t run the SDLT form for this matter.
Reset SDLT – This enables you to clear any data and start your SDLT form again.
Manage SDLT – Allows you to edit a previously created SDLT form and continue working on it.
Check SDLT 5 – From here you can search for previously submitted SDLT forms within a date range or by a matter reference. You can also view the form, print the form, print the SDLT 5 and print a receipt.
Import SDLT 5 - You can import the SDLT 5 submission directly back into the document history in Redbrick.
To create a new SDLT form, click on Create SDLT button.
You may get some warnings of missing data, you should rectify the data, e.g add Date of Birth to the Client record.
You can then fill in the missing information in Redbrick, then come back into SDLT and select the Reset SDLT button to reset and Create the SDLT again.
Or, you can continue with the SDLT with the missing information by clicking on the OK button against the warning message and manually adding the data into the form.
The stages on the left-hand side are different pages where information needs to be filled in for submission. Redbrick will automatically fill in some of that information if it has previously been entered against that matter, such as Property address, Title number and UPRN.
You need to click on each stage to fill in that particular page. The stage highlighted in blue is the page that you are on.
The stages that have a green tick next to them mean the minimum amount of information for submission has already been filled in. You can of course enter any additional information on that page.
We recommend that you check all pages to make sure all the information you require is filled in.
On a stage that doesn’t have a green tick next to it there will be fields that are yellow in colour. These are the fields that still need to be filled in before you can submit your SDLT form.
Fill these in until you have green ticks against each stage. If you can’t fill all the information in at that time, select the Save button, then at a later stage you can come back to it from the SDLT page and click on the Manage SDLT button. Then add the missing information.
PLEASE NOTE on the About the Transaction page, box 4, you need to fill in a date, either today or a date that has already passed - you will not be able to enter a forward date into this field.
You can then save the SDLT form information by clicking on the Save button. This saves it forever in Redbrick, unless you select the Reset SDLT button as mentioned previously.
You could also print it off at any stage if you need to send it to your client to sign before submitting. Just click on the Print button and send it to your printer.
If you’re happy with everything and want to submit the form to HMRC click on the Submit button.
The submit button will be greyed out until all the required information has been completed.
Once submitted, if you click on the Import SDLT 5 button, the SDLT 5 document will be saved as a PDF into the Documents area for that matter.
Related Articles
Stamp Tax Online for Non UK Resident
If the law firm's client is a non UK resident, who does not have a National Insurance Number, then the firm is able to enter a reference such as a passport number into Stamp Tax Online instead. Information should be added into Box 51 part 2 and Box ...Setting up HMRC Credentials in Stamp Tax Online
On your PC (or within your windows environment if using a Remote Desktop or Redbrick Cloud) Open your Windows Menu Search for Stamp Tax Online Client and open the application Click "HMRC Details" Enter your HMRC Sender ID, Password and STORN number ...Redbrick Contact Information
Support Phone Number: 01572 770088 Support Email Address: support@redbricksolutions.co.ukExport file notes to PDF
File notes in the document screen in Redbrick PM can be converted to PDFs. This might typically be used to export the Land Registry notes so they can be shared, for example, as evidence of submission with LMS. To do this, right click on the File ...Reset Password on the Redbrick Portal
If you need to reset your password on the Portal, visit the portal https://portal.redbricksolutions.co.uk/ and click Forgot Password? Enter your (or your clients) password and you (or they) will then receive an email with a link to reset. If you ...