SAM124051 - Returns: view and amend return: correcting keying errors made (Action Guide)
Where a mistake was made during capture of the return information, or a subsequent amendment, and a figure(s) keyed in was not as provided by the taxpayer, follow steps 1 - 21 below.
This guide is presented as follows
| Individual and 1996/97 and 1997/98 Partnership returns | Steps 1 - 7 |
| Partnership returns for years 1998/99 onwards | Steps 8 - 15 |
| Trust and Estate returns | Steps 16 - 18 |
| Manual calculation cases | Steps 19 - 21 |
For details of how to access the SA functions, select ‘Index Of Functions’ on the left of the screen.
Individual and 1996/97 and 1997/98 Partnership returns
| 1. | Use function AMEND RETURN to change the entry or entries to agree the details provided by the taxpayer |
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| 2. | Select Close and Exit from the File menu heading when you are sure all changes necessary have been made. You will be presented with the SAVE AMENDMENT screen |
| If you want to save the changes | |
| 3. | Select the [Save] button. You will be presented with the SAVE AMENDED RETURN screen for each part of the return you have changed |
| 4. | Select the Correction radio button for each change made to the return. When you have completed the SAVE AMENDED RETURN screen for all of the return changes select the [OK] button, you will automatically be returned to the menu |
| If you do not want to save the changes you have made | |
| 5. | Select the [Discard] button. You will exit the function and return to the menu |
| If you want to check the return before you exit the function | |
| 6. | Select the [Cancel] button. You will return to the AMEND RETURN screens |
| Where corrections to the return are fully saved | |
| 7. | Send a letter to the taxpayer where the tax liability has changed due to the correction or where Revenue Calculation was requested, stating what entry or entries you have changed to agree the details previously supplied by the taxpayer and why |
Partnership returns for years 1998/99 onwards
| 8. | Use function AMEND RETURN to change the entry or entries to agree the details provided by the nominated partner, see subject ‘Maintain Taxpayer Record: Nominated Partner’ (SAM101290), or agent |
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| 9. | Select Close and Exit from the File menu heading when you are sure all changes necessary have been made. You will be presented with the SAVE AMENDMENT screen |
| If you want to save the changes | |
| 10. | Select the [Full Save] button. You will be presented with the SAVE AMENDED RETURN screen for each part of the return you have changed |
| 11. | Select the Correction radio button for each change made to the return. When you have completed the SAVE AMENDED RETURN screen for all of the return changes select the [OK] button, you will automatically be returned to the menu |
| If you want to save the changes as a draft version of the return if the case is currently under enquiry | |
| 12. | Select the [Save as Draft] button. The changes will be stored as a draft version and you will be returned to the menu |
| If the return version you have corrected was a draft version and you now want to delete the complete draft version | |
| 13. | Select the [Delete Draft] button. You will exit the function and return to the menu |
| If you do not want to save the changes you have made | |
| 14. | Select the [Discard] button. You will exit the function and return to the menu |
| If you want to check the return before you exit the function | |
| 15. | Select the [Cancel] button. You will return to the AMEND RETURN screens |
Trust and Estate returns
| 16. | Use Technical Support System where available to enter the correct details and to compute the correct liability |
| 17. | Where the liability has changed enter the correct charge in function CREATE RETURN CHARGE |
| 18. | Send a letter to the taxpayer where the tax liability has changed due to the correction or where Revenue Calculation was requested, stating what entry or entries you have changed to agree the details previously supplied by the taxpayer and why |
Manual calculation cases
| 19. | Calculate the revised liability |
| 20. | Where the liability has changed enter the correct charge in function CREATE RETURN CHARGE |
| 21. | Prepare and issue a Tax calculation, together with a covering letter where the tax liability has changed due to the revision / correction, or where Revenue calculation was requested. |
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Explain in your letter what entry or entries you have changed and why |
