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

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 Essential Notes and SA Notes are updated to reflect where papers are held (for example file, post batch, PN pad)

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