SAM122061 - Returns: partnership returns: returns issued to partnership from two separate SA records (Action Guide)
Where two tax returns have been issued for the same partnership in cases where there are two SA records held for that partnership, follow steps 1 - 2 below.
For details of how to access the SA functions, select ‘Index Of Functions’ on the left of the screen.
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1.
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Log receipt of both returns using function LOG RETURN
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2.
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Make the SA record for the uncompleted return dormant as follows
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- Enter the year for which the uncompleted return applies in the Last SA Return Required For Year Ending 5th April field in function AMEND TAXPAYER SIGNALS
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- Make a note of the reason why the record has been made dormant in the Free Format Notes field and include the Unique Taxpayer Reference (UTR) of the SA record that remains live
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- Enter on the SA record the date the source ceased as 05/04/YYYY using function MAINTAIN TRADE
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- Break the link between the SA record and any linked CODA record, using function MAINTAIN SOURCES to
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- Delete the entry in the Other System field
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- Delete the legacy system reference in the Other System Reference field
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