SAM122031 - Returns: partnership return details: partnership detail changes (Action Guide)

Where corrections are made to the entries on the front of the form, follow steps 1 - 4 below.

For details of how to access any of the SA functions, select ‘Index Of Functions’ on the left of the screen.

1. Use function AMEND TAXPAYER NAME AND ADDRESS to

  • Amend the name and / or base address

You may be presented with function CASE AVAILABLE FOR TRANSFER

  • Make a note of the proposed new responsible office
  • Leave the ‘N’ entry in the Please Confirm If Transfer Required? field
  • Select the [OK] button

2. Use function MAINTAIN TRADE to

  • Amend business name and / or business address
  • Amend the trade description where necessary. You may be presented with function CASE AVAILABLE FOR TRANSFER
  • Make a note of the proposed new responsible office
  • Leave the ‘N’ entry in the Please Confirm If Transfer Required? field
  • Select the [OK] button

3. Make a pencil note on the return that the changes have been dealt with

4.If a transfer is appropriate

  • Use function MAINTAIN RESPONSIBLE OFFICE to
  • Transfer responsibility to the office noted earlier
  • Ensure SA Notes are updated to reflect where papers are held

For more information see section ‘Movement of Taxpayer Records’ in business area ‘Records’