Changes to the 2007-08 Self Assessment Internet Service Technical Pack

13 November 2008

Individual

  • 'Exclusions' document updated to version 5.0 (including changes since version 4.0)

Partnership

  • 'Specials/Exclusions' document updated to version 2.0 (including changes since version 1.1)

Trust & Estate

  • 'Specials/Exclusions' document updated to version 2.0 (including changes since version 1.0)

10 October 2008

Local Test Service (LTS)

  • URL updated

30 July 2008

Individual

  • 'Exclusions' document updated to version 4.0 (including changes since version 3.0)

30 June 2008

Individual

  • MTR mapping document updated to Version 4.0 (with changes from Version 3.0)
  • ‘Specials’ document updated to Version 6.0 (including changes since Version 5.0)
  • ‘Exclusions’ document updated to Version 3.0 (including changes since Version 2.0)

2 May 2008

Individual

Please note the ‘Specials’ and ‘Exclusion’ documents have been reformatted to make them clearer. However, to avoid confusion the ID numbers remain the same as previous versions.

  • ‘Specials’ document updated to Version 5.0 (including changes since Version 4.0)
  • ‘Exclusions’ document updated to Version 2.0 (including changes since Version 1.1)

18 April 2008

Partnership

  • Specials’ document updated to Version 1.1 (with changes from Version 1.0)

20 March 2008

Individual

  • SA RIM artefacts updated to Version 1.4 (with changes from Version 1.3)

17 March 2008

Individual

  • SA RIM artefacts updated to Version 1.3 (with changes from Version 1.2)
  • ‘Specials’ document updated to Version 4.0 (with changes from Version 3.0)
  • ‘Exclusions’ document updated to Version 1.1 (with changes from Version 1.0)

29 February 2008

As a result of feedback from the recent Self Assessment Vendor Forum the ‘Version date’ column within the technical pack has been changed to ‘Publication date’. Any new/updated documents added to the pack will show the publication date, but files published before this update will retain the actual version date of the file.

Individual Returns

Please note the Specials/Exclusions for the Individual returns has now been split into two documents:

  • SA RIM artefacts updated to Version 1.2 (with changes from Version 1.1)
  • MTR mapping document updated to Version 3.0 (with changes from Version 2.1)
  • Specials document updated to Version 3.0 (with changes from Version 2.1)
  • Separate ‘Exclusions’ document Version 1.0 added
  • Addition of ‘Recognition and Additional Test Case Data’ document

Partnership Returns

  • Partnership RIM artefacts updated to Version 1.1 (with changes from Version 1.0)

14 February 2008

Individual Returns

  • Specials and Exclusions document updated to Version 2.1 (with changes from Version 2.0)

Trust Returns

  • Addition of ‘Specials/Exclusions’ document Version 1.0

8 February 2008

Generic documents

  • Addition of 'Attachment recognition PDF' documents

Individual Returns

  • Specials and exclusions document updated to Version 2.0 (with changes from Version 1.0)

Note - Specials and exclusions Version 2.0 contains guidance on how to file where the limit restrictions for iterative boxes is exceeded. (Unique ID 43)

Partnership

  • Addition of 'Test Cases and Recognition Process' document

Trust Returns

  • Addition of 'Test Cases and Recognition Process' document

21 January 2008

Known errors placeholders removed from Technical Pack. These will be listed in the Specials/Exclusions documents.

Generic documents

  • Addition of ‘Copy Declaration’ document Version 1.0 – was Hard Copy Specification in 2006/07

Individual Returns

  • SA RIM artefacts updated to Version 1.1 (with changes from Version 1.0)
  • Tax / NIC calculation updated to Version 2.4
  • MTR mapping document updated to Version 2.1 (with changes from Version 2.0)
  • MTR mapping document - versioning in document now matches listed version date
  • Addition of ‘Specials/Exclusions’ document Version 1.0
  • Addition of ‘Generated Cases’ based on v7.0 of Test Case Generator

Partnership Returns

  • Partnership RIM artefacts updated to Version 1.1 (with changes from Version 1.0)
  • Addition of ‘Specials/Exclusions’ document Version 1.0

21 December 2007

Generic documents

  • Addition of 'Acceptable Characters' document

Individual Returns

  • 'Test Case Generator' (with changes documents) updated to Version 7.0
  • 'MTR mapping Document' rewritten and updated to Version 2.0
  • Addition of 'Individual Valid Sample'

Partnership Returns

  • Addition of 'Partnership Valid Sample'

Trust returns

  • Addition of 'Trust Valid Sample'

31 October 2007

General restructuring of 2007/08 Technical Pack including placeholders for 'Documents to follow'

Generic documents

  • Addition of 'Gateway Document Submission Protocol' link
  • Addition of 'How to use the Test Services' Version 1.0
  • Addition of 'Non Form Validation Rules' Version 1.0
  • Addition of 'Generic IRmark Techpack' link
  • Addition of 'Test in Live Information and Error Messages Version 1.0

Attachments

  • Attachments table removed from Technical Pack - technical details included in RIM 'Specification' documents and 'Non Form Validation' Document

Individual Returns

  • 'Test Case Generator' updated to Version 4.0
  • Addition of 'MTR mapping document' version 1.0

Trust and Estate Returns

  • Addition of 'Validation Rules for Trusts' Version 4.0