The following list shows the common Self Assessment and other letters
and forms. Those which are underlined are available to view or download.
They are in PDF format. To view a PDF document you must have Adobe
Acrobat Reader installed on your computer.
| Publication |
Description |
File Size |
| RTC1 |
Letter issued by Receivables Telephone Contact
Centre Clerical Unit, where a telephone number is not available,
asking taxpayer to contact us. |
|
| SA-RITA500
(Cumbernauld) |
Letter issued automatically asking for payment
of outstanding amount. |
63K |
| SA-RITA500
(Shipley) |
Letter issued automatically asking for payment
of outstanding amount. |
64K |
| SA-RITA508
(Cumbernauld) |
Letter issued automatically asking for filing of
return. |
64K |
| SA-RITA508
(Shipley) |
Letter issued automatically asking for filing of
return. |
64K |
| SA300 |
Statement of Account
This is a statement of your tax account. |
|
| SA302 |
Tax Calculation
We will send you a Tax Calculation if you have asked us to calculate
your tax for you, using your figures. If you have worked out your
tax for yourself, we will send you an amended Tax Calculation
to show any corrections we may have made. |
|
| SA303 |
Claim to reduce payments on accounts
(PDF file). |
42K |
| SA304 |
Returned payment. |
|
| SA308 |
Change of Tax Office
Notification following bulk transfer. |
|
| SA309A
(Cumbernauld)
|
Tax return and payment reminder
Sent to individuals and trusts in December. This reminds customers
that both the return and any payment due should be received by
31st January to avoid an automatic late filing penalty and interest.
The form includes a blank personalised payslip and instructions
on How to Pay.
(PDF file).
|
229K |
SA309A
(Shipley)
|
Tax return and payment reminder
Sent to individuals and trusts in December. This reminds customers
that both the return and any payment due should be received by
31st January to avoid an automatic late filing penalty and interest.
The form includes a blank personalised payslip and instructions
on How to Pay.
(PDF file). |
229K |
| SA309B |
Reminder for Partnership tax return.
Sent to partnerships in December. This reminds customers that
to avoid a penalty being charged on each partner the Partnership
Tax Return should be received by 31st January.
(PDF file).
|
179K |
SA309C
(Cumbernauld) |
January payment reminder
Sent to individuals and trusts in December where we have received
the Tax Return but this hasn't been processed yet. As we haven't
processed the return the amount to pay is still not known so the
form also includes a blank personalised payslip and reminds customers
to make any payment due by 31st January.
(PDF file). |
212K |
SA309C
(Shipley) |
January payment reminder
Sent to individuals and trusts in December where we have received
the Tax Return but this hasn't been processed yet. As we haven't
processed the return the amount to pay is still not known so the
form also includes a blank personalised payslip and reminds customers
to make any payment due by 31st January.
(PDF file). |
212K |
| SA310 |
Acknowledgement of cleanly captured return. |
|
| SA316 |
Notice to complete a Tax Return
This form will be sent to taxpayers that are unlikely to use
the standard paper Tax Return. For example taxpayers who file
their return electronically using the Internet service for Self
Assessment, or taxpayers whose tax advisor sends in the return
electronically. |
|
| SA323 |
Determination of tax due
This tells you our estimate of the tax you owe for the year. This
will be sent to you if your Tax Return is late and if we think
that you have not paid enough tax on time. |
|
| SA324 |
Surcharge for late payment of tax
We will send this form to you in March if you have sent in your
Tax Return but we have not received all your tax by 28 February.
It imposes a surcharge of 5% of the amount of tax outstanding.
If you still owe tax six months after it was due, a further
surcharge of 5% will be imposed. |
|
| SA326 |
Penalty for a late Tax Return
We will send this form to you in February if you have not sent
in your Tax return in time. It imposes a penalty of £100.
If you have still not sent in your return six months later a
further penalty of £100 will be imposed. If a partnership
fails to send in its return on time the penalties will be imposed
on each of the partners. |
|
| SA327
|
Clients account information
Issued twice yearly in December and June. (PDF file). |
47K |
| SA328 |
Fixed Automatic Penalty Notice
penalty for late partnership return. |
|
| SA330 |
Notification to agent of client's return filing
status, issued annually in February. Return filed and captured.
Return filed and not captured. Return not filed. |
|
| SA352
|
"Don't miss the 31 January deadline.."
Penalties and surcharges leaflet. (PDF file). |
587K |
| SA353 |
Insert - 'Your surcharge for late payment
of tax'
explains surcharge for failure to pay tax on time. |
|
| SA354
|
Insert - 'Tax Calculation' |
59K |
| SA355 |
Insert - 'Your penalty for your late tax
return'
explains fixed automatic penalties for failure to file a return,
other than partnerships. |
|
| SA356 |
Insert - 'Your penalty for late tax return'
explains fixed automatic penalties for failure to file a partnership
return. |
|
| SA357C |
How to Pay
Information on how to pay a Self Assessment amount due to the
Inland Revenue. For all payments sent to Accounts Office Cumbernauld.
(PDF file).
|
42K |
| SA357S |
How to Pay
Information on how to pay a Self Assessment amount due to the
Inland Revenue. For all payments sent to Accounts Office Shipley.
(PDF file).
|
42K |
| SA524 |
Revenue Assessment |
|
| SA525 |
Acknowledgement of appeal without postponement |
|
| SA526 |
Acknowledgement of an appeal and a related postponement
application which is considered acceptable |
|
| SA549 |
Change of Tax Office responsibility notification
(single record transfer) |
|
