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What information do I need to complete a benefit calculation?

Before you start to use our Benefits Calculator, we suggest that you collect together the information that you need to answer the questions that you will be asked as you work your way through it.

This includes:

  • Details of all your income, e.g. benefits, tax credits, earnings from employment, State Retirement Pension and occupational pensions.

  • If you are married, in a civil partnership or living with someone as a couple, you will need details of your partner’s income as well. We need to know this as your benefit entitlement will be assessed as a couple.

  • Details of how much money you have in savings, investments and other capital.

  • How much your annual council tax bill is and whether you get any discounts, reductions or exemptions

  • Details of your rent or mortgage payments

  • Information about anyone else living with you, e.g. grown-up children. Are they in employment or on benefits? What is their income?

  • Whether anyone receives Carer's Allowance for looking after you or anyone else in your household.


You may find it helpful to use our Benefits Calculator checklist to collect the information you need.

If you do not have the exact information, it is possible to complete the process using estimates, but please be aware that the result may not be accurate if estimates are used.

You can save the calculation at any point and come back to it later if needed.