SAM - Recent changes to this guidance

Below are details of the amendments that were published on 3 August 2007 (see the update index for all updates).

Records

Repayments

Returns

Records
SectionSubject RevisedDetails Of Update
Maintain Taxpayer RecordDormant Records: Making A Record Dormant (AG)Reference to charge equal to determination - step 6
Set Up Taxpayer RecordNotification Of New Business (Info)Amendment to office name to send copy CWF1 in FTN case

Note that return not to be issued in FTN cases

 Set Up Individual Record (Info)Amendment to office name to send copy CWF1 in FTN case

Note that return not to be issued in FTN cases

 Set Up Individual Record (AG)Return not to be issued in FTN cases - step 17

Amendment to office name to send copy CWF1 in FTN case, and note that return not to be issued - step 18


Repayments
SectionSubject RevisedDetails Of Update
Recover Over-RepaymentOver-Repayments: Recovery Of A Repayment Made To Charity (AG)Details of how repayment to be repaid to HMRC - step 10


Returns
SectionSubject RevisedDetails Of Update
Individuals ReturnsThe Coding (Integrity) Check (Info)Under sub-heading 'Higher rate adjustment and non-PAYE income' - amendment re box 23.1A and coding of non-PAYE income
 National Insurance Benefits Incorrectly ….. (AG)Do not note as a repair (enter 'R') when entering correct amount - step 1