SAM002 - Forms Index
Source: gov.uk (2025-08-11)


Forms Index

Help Sheets (#IDARCO0F)Letters and Forms (#IDACJP0F)

Help Sheets

Help Sheet No

Description

HS201 (https://www.gov.uk/government/publications/vouchers-credit-cards-and-tokens-hs201-self-assessment-helpsheet/hs201-vouchers-credit-cards-and-tokens-2015)

Vouchers, credit cards and tokens

HS202 (https://www.gov.uk/government/publications/living-accommodation-hs202-self-assessment-helpsheet)

Living accommodation

HS203 (https://www.gov.uk/government/publications/car-benefits-and-car-fuel-benefits-hs203-self-assessment-helpsheet)

Car benefits and car fuel benefits

HS204 (https://www.gov.uk/government/publications/limit-on-income-tax-reliefs-hs204-self-assessment-helpsheet)

Limit on Income Tax reliefs

HS205 (https://www.gov.uk/government/publications/seafarers-earnings-deduction-hs205-self-assessment-helpsheet)

Seafarers Earnings Deduction

HS207 (https://www.gov.uk/government/publications/non-taxable-payments-or-benefits-for-employees-hs207-self-assessment-helpsheet)

Non-taxable payments or benefits for employees

HS208

Payslips and coding notices

HS210

Assets provided for private use

HS211 (https://www.gov.uk/government/publications/employment-residence-and-domicile-issues-hs211-self-assessment-helpsheet)

Employment - residence and domicile issues

HS212 (https://www.gov.uk/government/publications/tax-equalisation-hs212-self-assessment-helpsheet)

Tax equalisation

HS213 (https://www.gov.uk/government/publications/payments-in-kind-assets-transferred-hs213-self-assessment-helpsheet)

Payments in kind

HS220 (https://www.gov.uk/government/publications/more-than-one-business-hs220-self-assessment-helpsheet)

More than one business

HS222 (https://www.gov.uk/government/publications/how-to-calculate-your-taxable-profits-hs222-self-assessment-helpsheet)

How to calculate your taxable profits

HS223 (https://www.gov.uk/government/publications/rent-a-room-for-traders-hs223-self-assessment-helpsheet)

Rent a room for traders

HS224 (https://www.gov.uk/government/publications/farmers-and-market-gardeners-hs224-self-assessment-helpsheet)

Farmers and market gardeners

HS227 (https://www.gov.uk/government/publications/losses-hs227-self-assessment-helpsheet)

Losses

HS229 (https://www.gov.uk/government/publications/information-from-your-accounts-hs229-self-assessment-helpsheet)

Information from your accounts

HS231 (https://www.gov.uk/government/publications/doctors-expenses-hs231-self-assessment-helpsheet)

Doctors’ expenses (For the self employment pages and partnerships)

HS232 (https://www.gov.uk/government/publications/farm-stock-valuation-hs232-self-assessment-helpsheet)

Farm stock valuation

HS234 (https://www.gov.uk/government/publications/averaging-for-creators-of-literary-or-artistic-works-hs234-self-assessment-helpsheet)

Averaging for creators of literary or artistic works

HS236 (https://www.gov.uk/government/publications/qualifying-care-relief-foster-carers-adult-placement-carers-kinship-carers-and-staying-put-carers-hs236-self-assessment-helpsheet)

Foster Carers, adult placement carers, kinship carers and staying put carers

HS237 (https://www.gov.uk/government/publications/community-investment-tax-relief-hs237-self-assessment-helpsheet)

Community Investment Tax Relief

HS238 (https://www.gov.uk/government/publications/revenue-recognition-in-service-contracts-hs238-self-assessment-helpsheet)

Revenue, recognition in Service Contracts - UITF 40

HS240 (https://www.gov.uk/government/publications/lloyds-underwriters-hs240-self-assessment-helpsheet)

Lloyd’s underwriters

HS251 (https://www.gov.uk/government/publications/agricultural-land-hs251-self-assessment-helpsheet)

Agricultural land

HS252 (https://www.gov.uk/government/publications/capital-allowances-and-balancing-charges-hs252-self-assessment-helpsheet)

Capital allowances and balancing charges

HS253 (https://www.gov.uk/government/publications/furnished-holiday-lettings-hs253-self-assessment-helpsheet)

Furnished holiday lettings

HS260 (https://www.gov.uk/government/publications/overlap-relief-hs260-self-assessment-helpsheet)

Overlap (For the foreign pages)

HS261 (https://www.gov.uk/government/publications/foreign-tax-credit-relief-capital-gains-hs261-self-assessment-helpsheet)

Foreign tax credit relief: capital gains

HS262 (https://www.gov.uk/government/publications/income-and-benefits-from-transfers-of-assets-abroad-and-income-from-non-resident-trusts-hs262-self-assessment-helpsheet)

Income and benefits from transfers of assets abroad or from Non-Resident Trusts

HS263 (https://www.gov.uk/government/publications/calculating-foreign-tax-credit-relief-on-income-hs263-self-assessment-helpsheet)

Calculating foreign tax credit relief on income

HS264 (https://www.gov.uk/government/publications/remittance-basis-hs264-self-assessment-helpsheet)

Remittance basis

HS270 (https://www.gov.uk/government/publications/trusts-and-settlements-income-treated-as-the-settlors-hs270-self-assessment-helpsheet)

Trusts and settlements - income treated as the settlor’s

HS275 (https://www.gov.uk/government/publications/entrepreneurs-relief-hs275-self-assessment-helpsheet)

HS276 (https://www.gov.uk/government/publications/incorporation-relief-hs276-self-assessment-helpsheet)

Incorporation Relief

HS278 (https://www.gov.uk/government/publications/temporary-non-residents-and-capital-gains-tax-hs278-self-assessment-helpsheet)

Temporary non-residents and Capital Gains Tax

HS281 (https://www.gov.uk/government/publications/husband-and-wife-civil-partners-divorce-dissolution-and-separation-hs281-self-assessment-helpsheet)

Husband and wife, civil partners, divorce, dissolution and separation

HS282 (https://www.gov.uk/government/publications/death-personal-representatives-and-legatees-hs282-self-assessment-helpsheet)

Death, personal representatives and legatees

HS283 (https://www.gov.uk/government/publications/private-residence-relief-hs283-self-assessment-helpsheet)

Private residence relief

HS284 (https://www.gov.uk/government/publications/shares-and-capital-gains-tax-hs284-self-assessment-helpsheet)

Shares and Capital Gains Tax

HS285 (https://www.gov.uk/government/publications/share-reorganisations-company-takeovers-and-capital-gains-tax-hs285-self-assessment-helpsheet)

Share reorganisations, company takeovers and Capital Gains Tax

HS286 (https://www.gov.uk/government/publications/negligible-value-claims-and-income-tax-losses-on-disposals-of-shares-you-have-subscribed-for-in-qualifying-trading-companies-hs286-self-assessment-he)

Negligible value claims and Income tax losses on disposal of shares you have subscribed for in qualifying trading companies

HS287 (https://www.gov.uk/government/publications/employee-share-and-security-schemes-and-capital-gains-tax-hs287-self-assessment-helpsheet)

Employee share and security schemes and Capital Gains Tax

HS288 (https://www.gov.uk/government/publications/partnerships-and-capital-gains-tax-hs288-self-assessment-helpsheet)

Partnerships and Capital Gains Tax

HS290 (https://www.gov.uk/government/publications/business-asset-roll-over-relief-hs290-self-assessment-helpsheet)

Business asset roll-over relief

HS292 (https://www.gov.uk/government/publications/land-and-leases-the-valuation-of-land-and-capital-gains-tax-hs292-self-assessment-helpsheet)

Land and leases, the valuation of land and Capital Gains Tax

HS293 (https://www.gov.uk/government/publications/chattels-and-capital-gains-tax-hs293-self-assessment-helpsheet)

Chattels and Capital Gains Tax

HS294 (https://www.gov.uk/government/publications/trusts-and-capital-gains-tax-hs294-self-assessment-helpsheet)

Trusts and Capital Gains Tax

HS295 (https://www.gov.uk/government/publications/relief-for-gifts-and-similar-transactions-hs295-self-assessment-helpsheet)

Relief for gifts and similar transactions

HS296 (https://www.gov.uk/government/publications/debts-and-capital-gains-tax-hs296-self-assessment-helpsheet)

Debts and Capital Gains Tax

HS297 (https://www.gov.uk/government/publications/enterprise-investment-scheme-and-capital-gains-tax-hs297-self-assessment-helpsheet)

Enterprise Investment Scheme and Capital Gains Tax

HS298 (https://www.gov.uk/government/publications/venture-capital-trusts-and-capital-gains-tax-hs298-self-assessment-helpsheet)

Venture Capital Trusts and Capital Gains Tax

HS299 (https://www.gov.uk/government/publications/non-resident-trusts-and-capital-gains-tax-hs299-self-assessment-helpsheet)

Non resident trusts and Capital Gains Tax

HS300 (https://www.gov.uk/government/publications/non-residents-and-investment-income-hs300-self-assessment-helpsheet)

Non residents and investment income

HS301 (https://www.gov.uk/government/publications/beneficiaries-receiving-capital-payments-from-non-resident-trusts-and-the-calculation-of-the-increase-in-tax-charge-hs301-self-assessment-helpsheet)

Beneficiaries receiving capital payments from non-resident trusts and the calculation of the increase in tax charge

HS302 (https://www.gov.uk/government/publications/dual-residents-hs302-self-assessment-helpsheet)

Dual residents

HS303 (https://www.gov.uk/government/publications/non-resident-entertainers-and-sportspersons-hs303-self-assessment-helpsheet)

Non-resident entertainers and sports persons

HS304 (https://www.gov.uk/government/publications/non-residents-relief-under-double-taxation-agreements-hs304-self-assessment-helpsheet)

Non residents: Relief under Double Taxation Agreements

HS305 (https://www.gov.uk/government/publications/employee-shares-and-securities-further-guidance-hs305-self-assessment-helpsheet)

Employee shares schemes and securities

HS310 (https://www.gov.uk/government/publications/war-widows-and-dependents-pensions-hs310-self-assessment-helpsheet/hs310-war-widows-and-dependants-pensions-2015)

War widow’s and dependant’s pensions

HS320 (https://www.gov.uk/government/publications/gains-on-uk-life-insurance-policies-hs320-self-assessment-helpsheet)

Gains on UK life insurance policies

HS321 (https://www.gov.uk/government/publications/gains-on-foreign-life-insurance-policies-hs321-self-assessment-helpsheet)

Gains on foreign life insurance policies

HS325 (https://www.gov.uk/government/publications/other-taxable-income-hs325-self-assessment-helpsheet)

Other taxable income

HS340 (https://www.gov.uk/government/publications/interest-and-alternative-finance-payments-eligible-for-relief-on-qualifying-loans-and-alternative-finance-arrangements-hs340-self-assessment-helpshee)

Interest and alternative financing payments eligible for relief on qualifying loans and alternative finance arrangements

HS341 (https://www.gov.uk/government/publications/enterprise-investment-scheme-income-tax-relief-hs341-self-assessment-helpsheet)

Enterprise Investment Scheme - Income Tax Relief

HS342 (https://www.gov.uk/government/publications/charitable-giving-hs342-self-assessment-helpsheet)

Charitable giving

HS343 (https://www.gov.uk/government/publications/accrued-income-scheme-hs343-self-assessment-helpsheet)

Accrued Income Scheme

HS344 (https://www.gov.uk/government/publications/exempt-employers-contributions-to-an-overseas-pension-scheme-hs344-self-assessment-helpsheet)

Exempt employers’ contributions to an overseas pension scheme

HS345 (https://www.gov.uk/government/publications/pensions-tax-charges-on-any-excess-over-the-lifetime-allowance-annual-allowance-special-annual-allowance-and-on-unauthorised-payments-hs345-self)

Tax charges on any excess over the Lifetime Allowance, Annual Allowance and Special Annual Allowance and on unauthorised payments

HS346 (https://www.gov.uk/government/publications/pension-savings-tax-charges-guidance-for-members-of-overseas-pension-schemes-that-are-not-uk-registered-pension-schemes-hs346-self-assessment-helps/hs346-pension-savings-tax-charges-guidance-for-members-of-overseas-pension-schemes-that-are-not-uk-registered-pension-schemes)

Pension savings tax charges - guidance for members of overseas pension schemes that are not UK registered pension schemes

HS347 (https://www.gov.uk/government/publications/personal-term-assurance-contributions-to-a-registered-pension-scheme-hs347-self-assessment-helpsheet)

Personal term assurance contributions to a registered pension scheme

HS380 (https://www.gov.uk/government/publications/partnerships-foreign-aspects-hs380-self-assessment-helpsheet)

Partnerships: Foreign aspects

HS390 (https://www.gov.uk/government/publications/trusts-and-estates-of-deceased-persons-foreign-tax-credit-relief-for-capital-gains-hs390-self-assessment-helpsheet)

Trusts and estates of deceased persons: foreign tax credit relief for Capital Gains

HS392 (https://www.gov.uk/government/publications/trust-management-expenses-tmes-hs392-self-assessment-helpsheet)

Trust Management Expenses (TMEs)

HS393 (https://www.gov.uk/government/publications/seed-enterprise-investment-scheme-income-tax-and-capital-gains-tax-reliefs-hs393-self-assessment-helpsheet)

Seed Enterprise Investment Schemes (SEIS) (From 2012-13)

Top of page (#Top)

Letters and Forms

The list indicates whether the letter or form is issued digitally (D), manually (M) or by the SA system automatically (S), or may be issued by either method (SM).
- Where SEES supports a manual form, this is shown as M (SEES)
- Where Office Clerical Assistant (OCA) supports a manual form, this is shown as M (OCA)
Letter / Form No

How issued

Description

OCA97

M (SEES)

Letter issued to a customer when a BACS repayment has been rejected asking for confirmation of correct bank account details

OCABY09

M (SEES)

Letter issued where a customer has been made bankrupt

OCABY12

M (SEES)

Letter issued where customer subject to a Voluntary Arrangement, a trust deed has been entered into or where an award of sequestration has been made

OCAD31

M (OCA) / M (SEES)

Initial Letter - no liability

OCAD34

M (OCA) / M (SEES)

In-year return needed (SA)

OCAD38

M (OCA) / M (SEES)

Period of admin - tax due

OCAD39

M (OCA) / M (SEES)

Period of admin payment received

OCAD40

M (OCA) / M (SEES)

Period of admin - payment reminder

OCAD41

M (OCA) / M (SEES)

Letter to return documents

OCAD70

M (SEES)

Giving up the right for return

OCAM05

M (OCA) / M (SEES)

Letter issued to customer when a claim to Overpayment relief is not in the correct format

P1000(SA)

M (SEES)

Initial letter - no PR

P1003(SA)

M (SEES)

PR held - no SA criteria and no tax returns required

P1004(SA)

M (SEES)

PR held - CY and/or EY tax returns required

SA APP01

M (SEES)

Appeal received, online return outstanding

SA APP02

M (SEES)

Appeal received, return outstanding

SA APP03

M (SEES)

Penalty capped (for 2009-2010 and earlier)

SA APP04

M (SEES)

Late penalty appeal received

SA APP05

M (SEES)

Appeal for deceased case, penalty cancelled

SA APP06

M (SEES)

Appeal received from unauthorised agent

SA APP07

M (SEES)

Appeal received from legal representative

SA APP08

M (SEES)

Appeal unsigned

SA APP10

M (SEES)

Penalty determination

SA APP11

M (SEES)

Appeal received, partnership return outstanding

SA APP12

M (SEES)

Blank penalty notice received

SA APP13

M (SEES)

Appeal for deceased case, penalty restored

SA APP14

M (SEES)

Appeal rejection stencil

SA APP15

M (SEES)

Partnership appeal, nominated partner not known

SA APP16

M (SEES)

Penalty determination, deceased cases

SA APP17

M (SEES)

Nominated partner, already appealed

SA APP18

M (SEES)

Late payment penalty appeal

SA APP19

M (SEES)

Late payment penalty, unsigned appeal

SA APP20

M (SEES)

Late payment penalty, payment outstanding Military Service

SA APP21

M (SEES)

Late payment penalty, payment outstanding

SA APP22

M (SEES)

Late payment penalty, time to pay acknowledgement letter

SA APP23

M (SEES)

Late payment penalty, reminder for payment, military service

SA APP24

M (SEES)

Late payment penalty, BF letter, payment not made

SA APP25

M (SEES)

Late payment penalty, reduced to nil

SA APP26

M (SEES)

Appeal review received, letter sent to Appeal Review Unit

SA4

M (SEES)

PR more time for SA Return

SA100 (https://www.gov.uk/government/publications/self-assessment-tax-return-sa100)

SM

Core Return (Individual)

SA101 (https://www.gov.uk/government/publications/self-assessment-additional-information-sa101)

SM

Additional Information pages (part of every SA100 pack)

SA101 (Notes) (https://www.gov.uk/government/publications/self-assessment-additional-information-sa101)

SM

Notes on Additional Information (available on the web site or on request from the Orderline)

SA102 (https://www.gov.uk/government/publications/self-assessment-employment-sa102)

SM

Supplementary pages - Employment

SA102 (Notes) (https://www.gov.uk/government/publications/self-assessment-employment-sa102)

SM

Notes on Employment

SA102(M) (https://www.gov.uk/government/publications/self-assessment-ministers-of-religion-sa102m)

M

Supplementary pages - Ministers of Religion

SA102(M) Notes (https://www.gov.uk/government/publications/self-assessment-ministers-of-religion-sa102m)

M

Notes on Ministers of Religion

SA102(MP) (https://www.gov.uk/government/publications/self-assessment-parliament-sa102mp)

M

Supplementary pages - Members of Parliament

SA102(MP) Notes (https://www.gov.uk/government/publications/self-assessment-parliament-sa102mp)

M

Notes on Members of Parliament

SA102(MLA) (https://www.gov.uk/government/publications/self-assessment-northern-ireland-legislative-assembly-sa102mla)

M

Supplementary pages - Northern Ireland Legislative Assembly

SA102(MLA) (Notes) (https://www.gov.uk/government/publications/self-assessment-northern-ireland-legislative-assembly-sa102mla)

M

Notes on Northern Ireland Legislative Assembly

SA102(MSP) (https://www.gov.uk/government/publications/self-assessment-scottish-parliament-sa102msp)

M

Supplementary pages - Scottish Parliament

SA102(MSP) (Notes) (https://www.gov.uk/government/publications/self-assessment-scottish-parliament-sa102msp)

M

Notes on Scottish Parliament

SA102(WAM) (https://www.gov.uk/government/publications/self-assessment-the-national-assembly-for-wales-sa102wam)

M

Supplementary pages - National Assembly for Wales

SA102(WAM) (Notes) (https://www.gov.uk/government/publications/self-assessment-the-national-assembly-for-wales-sa102wam)

M

Notes on National Assembly for Wales

SA103F (https://www.gov.uk/government/publications/self-assessment-self-employment-full-sa103f)

SM

Supplementary pages - Self Employment (full)

SA103F (Notes) (https://www.gov.uk/government/publications/self-assessment-self-employment-full-sa103f)

SM

Notes on Self Employment (full)

SA103S (https://www.gov.uk/government/publications/self-assessment-self-employment-short-sa103s)

SM

Supplementary pages - Self Employment (short)

SA103S (Notes) (https://www.gov.uk/government/publications/self-assessment-self-employment-short-sa103s)

SM

Notes on Self Employment (short)

SA103L (https://www.gov.uk/government/publications/self-assessment-lloyds-underwriters-sa103l)

SM

Supplementary pages - Lloyds Underwriters

SA103L (Notes) (https://www.gov.uk/government/publications/self-assessment-lloyds-underwriters-sa103l)

SM

Notes on Lloyds Underwriters

SA104S (https://www.gov.uk/government/publications/self-assessment-partnership-short-sa104s)

SM

Supplementary pages - Partnership (short version)

SA104S (Notes) (https://www.gov.uk/government/publications/self-assessment-partnership-short-sa104s)

SM

Notes on Partnership (short version)

SA104F (https://www.gov.uk/government/publications/self-assessment-partnership-full-sa104f)

SM

Supplementary pages - Partnership (full version)

SA104F (Notes) (https://www.gov.uk/government/publications/self-assessment-partnership-full-sa104f)

SM

Notes on Partnership (full version)

SA105 (https://www.gov.uk/government/publications/self-assessment-uk-property-sa105)

SM

Supplementary pages - UK Property

SA105 (Notes) (https://www.gov.uk/government/publications/self-assessment-uk-property-sa105)

SM

Notes on UK Property

SA106 (https://www.gov.uk/government/publications/self-assessment-foreign-sa106)

SM

Supplementary pages - Foreign

SA106 (Notes) (https://www.gov.uk/government/publications/self-assessment-foreign-sa106)

SM

Notes on Foreign

SA107 (https://www.gov.uk/government/publications/self-assessment-trusts-etc-sa107)

M

Supplementary pages - Trusts etc

SA107 (Notes) (https://www.gov.uk/government/publications/self-assessment-trusts-etc-sa107)

M

Notes on Trusts etc

SA108 (https://www.gov.uk/government/publications/self-assessment-capital-gains-summary-sa108)

M

Supplementary pages - Capital Gains Summary

SA108 (Notes) (https://www.gov.uk/government/publications/self-assessment-capital-gains-summary-sa108)

M

Notes on Capital Gains Summary

SA109 (https://www.gov.uk/government/publications/self-assessment-residence-remittance-basis-etc-sa109)

SM

Supplementary pages - Non-residence etc

SA109 (Notes) (https://www.gov.uk/government/publications/self-assessment-residence-remittance-basis-etc-sa109)

SM

Notes on Non-residence etc

SA110 (https://www.gov.uk/government/publications/self-assessment-tax-calculation-summary-sa110)

M

Tax Calculation Summary

SA110 (Notes) (https://www.gov.uk/government/publications/self-assessment-tax-calculation-summary-sa110)

M

Notes on Tax Calculation Summary

SA113

S

Letter issued in Autumn 2012 only, to SA (PAYE) Higher Income customers to inform them of changes to taxation which introduced an income tax charge on high income households in receipt of child benefit. The letter provided information on the options available in terms of opting out from receiving child benefit , or where the customer wishes to retain the payment, how to advise HMRC of the amount of child benefit which is liable to this new charge

SA150 (https://www.gov.uk/government/publications/self-assessment-tax-return-sa100)

SM

Tax Return Guide (Individual)

SA151

SM

Tax Calculation Guide (Individual) - (relevant up to 1999-00 only)

SA151C

M

Tax Calculation Guide (Comprehensive) (From 2000-01 to 2006-07)

SA151W

SM

Tax Calculation Guide (From 2000-01 to 2006-07)

SA152

SM

Tax Calculation Guide (Individual) (Capital Gains) - (relevant up to 1998-99 only)

SA153

SM

Tax Calculation Guide (Individual) (Lump Sums) - (relevant up to 1998-99 only)

SA154

SM

Tax Calculation Guide (Individual) (Capital Gains and Lump Sums) - (relevant up to 1998-99 only)

SA200

S

Short Tax Return

SA210

S

Guide to the Short Tax Return - 32 page paper guide withdrawn from April 2012 and replaced with SA211 shortened guide, but will remain available online on HMRC website

SA211 (https://www.gov.uk/government/publications/self-assessment-short-tax-return-notes-sa210)

S

Guide to the Short Tax Return - 4 page shortened version (replaced the SA210 32 page paper version from April 2012)

SA250

SM

‘Welcome’ letter issued to taxpayer when record set up in SA

SA250 (Agent)

SM

‘Welcome’ letter issued to taxpayer’s agent when the taxpayer’s record is set up in SA

SA251

SM

Letter to taxpayer explaining that we no longer need an SA return to be completed

SA251 (pen)

S

Letter to customer who is a pensioner and who claimed repayments of tax deducted from bank/building society interest (Issued from April 2015)

SA251 (Agent)

SM

Letter to agent explaining that we no longer need an SA return to be completed for his client

SA252

S

Issued where PAYE record contains the HRS signal but there is no SA link, and from August 2013, was amended to include reference to High Income Child Benefit Charge, and also issued in non higher rate tax cases which have more complex codes, containing 3 or more items such as expenses, personal pension, gift aid, income from property. (This letter was not issued in November 2009 or 2010 but issue recommenced in November 2011)

SA300 (Cumb)

S

Statement of Account (Cumbernauld)

SA300 (Shipley)

S

Statement of Account (Shipley)

SA302

S

Tax Calculation

SA302 (CS)

S

Tax Calculation continuation sheet

SA303 (https://www.gov.uk/government/publications/self-assessment-claim-to-reduce-payments-on-account-sa303)

SM

Claim to Reduce Payments on Account. (These forms were previously sent out with December statements but were last sent in December 2014)

SA304 (Cumb)

S

Returned payment (Cumbernauld)

SA304 (Ship)

S

Returned payment (Shipley)

SA308

S

Change of Tax Office - notification following bulk transfer. No longer in use from June 2010

SA309A

S

Online tax return and payment reminder. Sent to individuals and trusts in December, where a December statement has not been issued, as a reminder that the return and payment are due by 31 January to avoid penalties, interest and maybe a surcharge. It includes a personalised payslip and instructions on how to pay. (Paper versions were not issued from December 2014)

SA309B

S

SA Partnership Tax Return Reminder. Sent to the nominated partner where the partnership return has not yet been received. The SA309B is a personalised warning to the partnership about penalties. (Paper versions were not issued from December 2014)

SA309C

S

Payment reminder. January payment reminder where return logged but not yet captured. Sent to Individuals and Trusts in December, where a December statement has not been issued, as a reminder that payment is due by 31 January to avoid interest and maybe surcharge(s). It includes a blank personalised payslip and instructions on how to pay. (Paper versions were not issued from December 2014)

SA309E

S

Tax return and payment reminder. Sent in December to individuals who are unable to file online for technical or operational reasons, as a reminder that the return and payment are due by 31 January to avoid penalties and interest. It includes a personalised payslip and instructions on how to pay. These individuals will not received the SA309D reminder. (Not issued from December 2014)

SA316

SM

Notice to complete a tax return. Issued in early April each year at the same time as the annual paper return issue to customers who file online tax returns

SA323

S

Determination of tax due - Revenue Determination. (This form covers years up to and including 2009-2010 only)

SA323(NP)

S

Determination of tax due - Revenue Determination - letter advising that a determination has been raised in the absence of the return. (This form covers tax years 2010-2011 onwards and will be available from April 2012)

SA324

S

Surcharge Notice - surcharge for late payment of tax. (This form covers years up to and including 2009-2010 only)

SA324A

SM

Notice of appeal form enclosed with SA324 / SA353 - surcharge for individuals and trusts. (This form covers years up to and including 2009-2010 only)

SA326

S

Fixed Automatic Penalty Notice - penalty for a late tax return, individuals and trusts. (This form covers years up to and including 2009-2010 only)

SA326D

S

Notice of penalty assessment - fixed penalty for a late return, individuals and trusts. (This form covers tax years 2010-2011 onwards and will be available from October 2011)

SA326(1)

SM

Notice of appeal form enclosed with forms SA326 / SA355 - fixed automatic penalty. (This form covers years up to and including 2009-2010 only)

SA327

S

Statement to Agent Notification - issued twice yearly in December and June. This form has now been withdrawn. It was last issued December 2008

SA328

S

Fixed Automatic Penalty Notice - penalty for a late partnership return. (This form covers years up to and including 2009-2010 only)

SA328D

S

Notice of penalty assessment - fixed penalty for a late partnership return. (This form covers tax years 2010-2011 onwards and will be available from October 2011)

SA328(1)

SM

Notice of appeal form enclosed with forms SA328 / SA356 - fixed automatic penalty, partnership. (This form covers years up to and including 2009-2010 only)

SA329

M

Request for Agent Maintainer to set the ELS signal on the agent record

SA331

M

Re-allocation and transfer of SA credits (for use when providing the Accounts Office with details of SA re-allocations and transfers through OAS)

SA353

SM

Insert ‘Your surcharge for late payment of tax’ - explains surcharge for failure to pay tax on time. (This form is for tax years 2009-2010 and earlier only.)

SA354

SM

Insert ‘Tax Calculation’. (Made obsolete from April 2011)

SA355

SM

Insert ‘Your penalty for your late tax return’ - explains fixed automatic penalties for failure to file a return, other than partnerships. This insert is for tax years 2009-10 and earlier, and for 2010-11 but only where issued prior to April 2012

SA356

SM

Insert ‘Your late penalty for a late partnership return’ - explains fixed automatic penalties for failure to file a partnership return. (This insert is for tax years 2009-10 and earlier, and for 2010-11 but only where issued prior to April 2012)

SA357C

SM

Insert ‘How to Pay’ (Cumbernauld). Issued with all tax calculations. (Made obsolete from April 2011)

SA357S

SM

Insert ‘How to Pay’ (Shipley). Issued with all tax calculations. (Made obsolete from April 2011)

SA359

S

Strongly worded payment reminder

SA360

M (SEES)

Online amendment not used, a satisfactory return has not been received (W055 work list letter)

SA370

S

Notice of Penalty assessment - letter advising of additional penalties. (Available from April 2012 for the tax years 2010-2011 onwards. From April 2012, these forms will be sent with penalty assessments)

SA371

S

Late Partnership Tax Return - notice of penalty assessment - letter advising of additional penalties (can include daily penalties, late filing tax geared penalties and late payment penalties for partnerships). (Available from April 2012 for the tax years 2010-2011 onwards. From April 2012, these forms will be sent with penalty assessments)

SA372-30

S

Late tax return - Daily Penalty reminder - letter advising that the tax return is now more than 3 months late and penalties are £300 or more. (Available from April 2012 for the tax years 2010-2011 onwards)

SA372-60

S

Late tax return - Daily Penalty reminder - letter advising that the tax return is now more than 6 months late and penalties are £600 or more. (Available from April 2012 for the tax years 2010-2011 onwards)

SA373-30

S

Late Partnership Tax Return - daily penalty reminder - letter advising that the tax return is now more than 3 months late and penalties are £300 or more. (Available from April 2012 for the tax years 2010-2011 onwards)

SA373-60

S

Late Partnership Tax Return - daily penalty reminder - letter advising that the tax return is now more than 6 months late and penalties are £600 or more. (Available from April 2012 for the tax years 2010-2011 onwards)

Notice of Transfer of Allowance –Letter advising a pure SA customer that they are the recipient of a Transfer of Allowance from their spouse/civil partner. (Available from April 15)

SA380

S

Letter issued to paper filers, who missed the 31 October paper filing deadline, advising how to file online. (Issued in early January 2017 for one year only)

SA381

S

Letter issued to First time filers as a reminder that the filing deadline is 31 January. (Issued in early January 2017 for one year only). Note: This form is no longer issued. This is for information only

SA400 (https://www.gov.uk/government/publications/self-assessment-register-a-partnership-for-self-assessment-sa400)

M

Registering a partnership for Self Assessment

SA401 (https://www.gov.uk/government/publications/self-assessment-register-a-partner-for-self-assessment-and-class-2-nics-sa401)

M

Registering a partner for Self Assessment and Class 2 NICs

SA402 (https://www.gov.uk/government/publications/self-assessment-register-a-partner-for-self-assessment-if-theyre-not-an-individual-sa402)

M

Registering a partner for Self Assessment if they’re not an individual

SA512

M (SEES)

Reasonable excuse for late filing

SA521

M

Miscellaneous penalties notice for individuals and trustees

SA524

M (SEES)

Letter to advise that future returns should be submitted on time

SA525

M (SEES)

Acknowledgement of appeal without postponement

SA526

M (SEES)

Acknowledgement of an appeal and a related postponement application which is considered acceptable

SA527(1)

M (SEES)

Acknowledgement of an appeal. Alternative proposals made concerning a related postponement application. Accompanied by form SA572(2)

SA527(2)

M (SEES)

Acceptance of alternative proposals for a postponement application

SA528

M (SEES)

Notification of determination of postponed amount

SA601

M (SEES)

Letter issued to advise of action following receipt of a duplicate return

SA602

M (SEES)

Letter issued to send back a manually altered return that is not identical to the HMRC version

SA602A

M (SEES)

Letter sent with manually altered returns to advise that a correct version will be issued and should be completed

SA603

M (SEES)

Letter issued to send back an unsatisfactory return

SA604

M (SEES)

Letter issued regarding unsatisfactory return

SA605

M (SEES)

Letter issued regarding unsatisfactory return

SA606

M (SEES)

Letter issued to agent in unsatisfactory return case

SA614

M (SEES)

Letter issued when a claim to reduce payments on account has been processed (except claims on a tax return)

SA615

M (SEES)

Letter issued where return mislaid after receipt

SA616

M (SEES)

Letter issued as a reminder to SA615 in mislaid return cases

SA627

M (SEES)

SA case made dormant in error

SA628

M (SEES)

Return selection - new address

SA631

M (SEES)

Daily penalty application form (Individual/Trusts) (to be used for 2009-2010 and earlier tax years)

SA632

M (SEES)

Daily penalty application form (partnerships)

SA633

M (SEES)

Offer of review and view of appeal

SA633(P)

M (SEES)

Offer of review and view of appeal partnership

SA634

M (SEES)

Request for review form

SA636

M (SEES)

Deemed determination letter (Decision Maker/Reviewer)

SA641

M (SEES)

Paper hearing submission

SA642

M (SEES)

Tax return sent in error

SA643

M (SEES)

Reasonable excuse claim - acceptance letter

SA644

M (SEES)

Reasonable excuse claim - refusal letter

SA645

M (SEES)

Request for outstanding returns or information

SA649

M (SEES)

S100 C application

SA650

M (SEES)

Acknowledgment of unsolicited return

SA670

M (SEES)

Confirmation of nominated partner

SA676

M (SEES)

Repayment claimed, payment not cleared

SA700 (https://www.gov.uk/government/publications/self-assessment-non-resident-company-income-tax-return-sa700)

M

Non-resident company tax return

SA750 (https://www.gov.uk/government/publications/self-assessment-non-resident-company-income-tax-return-sa700)

M

Tax Return Guide - Non-resident companies

SA800 (https://www.gov.uk/government/publications/self-assessment-partnership-tax-return-sa800)

SM

Partnership Tax Return

SA800(PS) (https://www.gov.uk/government/publications/self-assessment-partnership-statement-full-sa800ps)

M

Partnership Statement (Full version)

SA800(TP) (https://www.gov.uk/government/publications/self-assessment-partnership-trading-and-professional-income-sa800tp)

SM

Supplementary pages - Partnership Trading and Professional income

SA800(TP) (Notes) (https://www.gov.uk/government/publications/self-assessment-partnership-trading-and-professional-income-sa800tp)

SM

Notes on Partnership Trading and Professional income pages

SA801 (https://www.gov.uk/government/publications/self-assessment-partnership-uk-property-sa801)

M

Supplementary pages - Partnership Land and Property

SA801 (Notes) (https://www.gov.uk/government/publications/self-assessment-partnership-uk-property-sa801)

M

Notes on Partnership Land and Property pages

SA802 (https://www.gov.uk/government/publications/self-assessment-partnership-foreign-sa802)

M

Supplementary pages - Partnership Foreign

SA802 (Notes) (https://www.gov.uk/government/publications/self-assessment-partnership-foreign-sa802)

M

Notes on Partnership Foreign pages

SA803 (https://www.gov.uk/government/publications/self-assessment-partnership-disposal-of-chargeable-assets-sa803)

M

Supplementary pages - Partnership Disposal of Chargeable Assets

SA803 (Notes) (https://www.gov.uk/government/publications/self-assessment-partnership-disposal-of-chargeable-assets-sa803)

M

Notes on Partnership Disposal of Chargeable Assets pages

SA804 (https://www.gov.uk/government/publications/self-assessment-partnership-savings-investments-and-other-income-sa804)

M

Supplementary pages - Partnership Saving, Investments and Other Income

SA804 (Notes) (https://www.gov.uk/government/publications/self-assessment-partnership-savings-investments-and-other-income-sa804)

M

Notes on Partnership Saving, Investments and Other Income pages

SA811

M (SEES)

Reduce/increase payments on account rejected

SA812

M (SEES)

Letter sent to customer when an unauthorised agent has submitted an amendment to a tax return

SA815

M (SEES)

Letter sent to agent when a request to amend a return is out of date and the amendment would have increased the tax due

SA817

M (SEES) / M (SEES)

Letter sent to customer when a request to amend a return is out of date

SA818

M (SEES)

Letter sent to customer following contact to say he no longer satisfies SA criteria, to advise that he does need to complete a return

SA822

M (SEES)

Letter sent to customers who have previously been told they did not need to complete SA returns but who now need to complete returns

SA824

M (SEES)

Letter sent to customer where an appeal has been received against interest

SA829

M (SEES)

Letter sent where an unsolicited return has been received without a National Insurance number

SA831

M (SEES)

Letter sent when a tax return has been submitted early and is not a permanent cessation cases

SA832

SM

Withdrawal notice

SA833

SM

Reissuing NTF following withdrawal from 12/13

SA850 (https://www.gov.uk/government/publications/self-assessment-partnership-tax-return-sa800)

SM

Partnership Tax Return Guide

SA900 (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-tax-return-sa900)

SM

Trust and Estate Tax Return

SA901 (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-trade-sa901)

M

Supplementary pages - Trust and Estate Trade

SA901 (Notes) (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-trade-sa901)

M

Notes on Trust and Estate Trade pages

SA901L (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-income-from-membership-of-lloyds-sa901l)

M

Lloyds Underwriters: Income from membership of Lloyds (Trusts)

SA901L (Notes) (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-income-from-membership-of-lloyds-sa901l)

M

Notes on Trusts and Estate Lloyds Underwriters pages

SA902 (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-partnership-sa902)

M

Supplementary pages - Trust and Estate Partnership

SA902 (Notes) (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-partnership-sa902)

M

Notes on Trust and Estate Partnership pages

SA903 (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-uk-property-sa903)

M

Supplementary pages - Trust and Estate Land and Property

SA903 (Notes) (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-uk-property-sa903)

M

Notes on Trust and Estate Land and Property pages

SA904 (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-foreign-sa904)

M

Supplementary pages - Trust and Estate Foreign

SA904 (Notes) (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-foreign-sa904)

M

Notes on Trust and Estate Foreign pages

SA905 (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-capital-gains-sa905)

M

Supplementary pages - Trust and Estate Capital Gains

SA905 (Notes) (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-capital-gains-sa905)

M

Notes on Trust and Estate Capital Gains pages

SA906 (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-non-residence-sa906)

M

Supplementary pages - Trust and Estate Non-residence

SA906 (Notes) (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-non-residence-sa906)

M

Notes on Trust and Estate Non-residence pages

SA907 (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-charities-sa907)

M

Supplementary pages - Trust and Estate Charities - (relevant from 1999-00)

SA907 (Notes) (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-charities-sa907)

M

Notes on Trust and Estate Charities pages - (relevant from 1999-00)

SA950 (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-tax-return-sa900)

SM

Trust and Estate Tax Return Guide

SA951 (https://www.gov.uk/government/publications/self-assessment-trust-and-estate-tax-return-sa900)

SM

Tax Calculation Guide for Trusts and Estates

SA970 (https://www.gov.uk/government/publications/self-assessment-tax-return-for-trustees-of-registered-pension-schemes-sa970)

M

Tax Return for Trustees of Registered Pension Schemes

SA975 (https://www.gov.uk/government/publications/self-assessment-tax-return-for-trustees-of-registered-pension-schemes-sa970)

M

Tax Return Guide (Tax Return for Trustees of Registered Pension Schemes)

SA976

M

Pension Scheme Tax Calculation Guide

SAP3

M

Request to Agent Maintainer for national agent code / Report from Agent Maintainer of national agent code

SA RITA500

S

Letter issued automatically asking for payment of outstanding debt. Note: This does not show an amount