Recent updates to the Self Assessment Manual


Below are details of the amendments that were published on 19 December 2006 (see the update index for all updates).

Returns

Special Cases

Returns

Section

Subject Revised

Details Of Update

Individuals Returns

Arrears Of Pension (Info)

Reference to EIM instructions




Capture Operators Guidance: 2005/06 Return (Info)

Short return box 1.5 -Capital Gains details




Claim To Relief For EIS (Info)

Removal of reference to ELS returns



Logging Individuals' Returns (Info)

Short tax returns note 2 - capital gains details



Logging Individuals' Returns (AG)

Step 17 - Short returns capital gains details



Minor Queries (Info)

Removal of reference to ELS returns




SAI: Completion Of Individuals Return (Info)

Removal of reference to ELS returns




Short Tax Returns (Info)

Amended Capital Gains details






The Coding (Integrity) Check (Info)




Removal of reference to ELS returns

Note that coding assistant mandatory & use it in all cases




The Coding (Integrity) Check (AG)

Removal of reference to ELS returns




Unsolicited Returns: Individuals (Info)

Failure to notify case to be sent to Hidden Economy Team



Unsolicited Returns: Individuals (AG)

Step 13 amended re failure to notify case

Partnership Returns

Partnership Returns (Introduction)

Removal of reference to ELS returns




Multiple SAI For One Basis Period: Partnerships (Info)

Removal of reference to ELS returns





Partnerships: Turnover £15 Million Or More (Info)

Removal of reference to ELS returns





SAI: Completion Of Partnership Return (Info)

Removal of reference to ELS returns


Return Issue


Criteria For Issue Of Short Tax Return (Info)

Removal of reference to ELS returns





Issuing Returns Other Than At Annual Bulk Issue (Info)

Removal of reference to ELS returns


Returns Processed At IR Netherton

Returns Processed At IR Netherton (Introduction)

Amended Capital Gains details





IR Netherton: Return Indicates Capital Gains Form Completed (Info)

Amended Capital Gains details





IR Netherton: Return Indicates Capital Gains Form Completed (AG)

Amended Capital Gains details at steps 2, 6 and 22

Returns Work Lists


Returns Work Lists (Introduction)


Removal of reference to paper list re ELS returns






Daily Returns Review: ELS Form CIS25 (Info)



Removal of reference to ELS returns

Note: Work item name will be changed when funding available










Daily Returns Review: ELS / INT / ADC / PAYE CIC (Info)






Removal of reference to ELS returns

Note: Work item name will be changed when funding available

Check re Age Allowance and Married Couples Allowance





Daily Returns Review: ELS / INT / ADC / PAYE CIC (AG)

New steps 10 & 11 re Age Allowance and Married Couples Allowance




Daily Returns Review: Failed Coding Integrity (Info)

Removal of reference to ELS returns




Duplicate Return Logged ….. (Info)

Removal of reference to ELS returns



Review Revenue Assessment (Info)

Removal of reference to ELS returns

Trust Returns

Trust Returns (Introduction)

Removal of reference to ELS returns



Calculating Trust Liability (Info)

Removal of reference to ELS returns




SAI: Completion Of Trust Return (Info)

Removal of reference to ELS returns


View And Amend Return




View And Amend Return (Introduction)



Note re amendment bringing a case back into SA criteria

Removal of reference to ELS returns





Amended Returns And The Coding (Integrity) Check (Info)

Removal of reference to ELS returns





Amended Returns And The Coding (Integrity) Check (AG)

New step 7 re review and update of coding





Dealing With Taxpayer Amendments (Info)

Note re amendment bringing a case back into SA criteria




Return Amendments: Last Year SA Return Required ….. (AG)

New Action Guide





Filing Returns Electronically And Function Amend Return (I)

Amended references to ELS returns





Source Reference Exceptions: Using Function ….. (Info)

Removal of reference to ELS returns




The Amend Return Function (Info)

Removal of exception re telephone number


Special Cases





Section

Subject Revised

Details Of Update

Permanent Cessation


Permanent Cessation: Deceased cases (Info)

Amended function re Deceased signal





Permanent Cessation: Deceased cases (AG)

Amended functions re various signals




Permanent Cessation: Emigration
(AG)


Amended functions re various signals