Recent updates to the Self Assessment Manual


Below are details of the amendments that were published on 16 July 2009 (see the update index for all updates).


Section

Details of update

SAM31011

COP Functions TA and NO removed due to new PAYE Service

SAM31020

Guidance to set the No Movement signal on COP removed due to new PAYE Service

SAM31040

Guidance to set the No Movement signal on COP removed due to new PAYE Service

SAM31042

Guidance to delete the No Movement signal on COP removed due to new PAYE Service

SAM31042

References to COP and to deleting the No Movement signal on COP removed due to new PAYE Service

SAM31100

Enquiry window - ‘Quarter dates’ and enquiry window date examples corrected in accordance with S9A(2)(b) TMA 1970

SAM100031

When using Function SET UP COMPANY RECORD entries must be made in upper case

SAM100050

Guidance on the COP INSPECTOR signal removed due to new PAYE Service

SAM100120

Setting of NRCL signal

SAM100220

COP Functions TR and TI replaced with PAYE Service Function TRACE AND MATCH

SAM100221

When using Function SET UP INDIVIDUAL TAXPAYER entries must be made in upper case

Step 19 - check the PAYE Service record

SAM100231

When using Function SET UP PARTNER entries must be made in upper case

SAM100241

When using Function SET UP PARTNERSHIP entries must be made in upper case

SAM100261

When using Function SET UP TRUST entries must be made in upper case

SAM103001

COP term ‘main source’ replaced with PAYE Service term ‘primary source’

SAM103010

Guidance to take a TF printout removed and COP term ‘main source’ replaced with PAYE Service term ‘primary source’

SAM103022

COP Functions TA, MT and HNOTE either removed or replaced with new PAYE Service equivalent

SAM103023

COP Functions MR, MT and ENOTE either removed or replaced with new PAYE Service equivalent

SAM103032

COP Function MT removed due to new PAYE Service

SAM103033

COP Functions MR, MT and ENOTE either removed or replaced with new PAYE Service equivalent

SAM103040

COP term ‘main source’ replaced with PAYE Service term ‘primary source’

SAM103080

Guidance to use the COP Scheme Index List to gauge number of SA cases transferred removed

SAM103090

COP term ‘main source’ replaced with PAYE Service term ‘primary source’ and list of responsible offices updated

SAM103111

COP term ‘main source’ replaced with PAYE Service term ‘primary source’

SAM103131

Guidance to TX record removed

SAM103140

COP term ‘main source’ replaced with PAYE Service term ‘primary source’ and the term ‘sub source’ with ‘secondary source’

SAM106030

Guidance to TX record removed

SAM106032

COP Function NO replaced with PAYE Service Function CONTACT HISTORY

SAM106033

COP Function NO replaced with PAYE Service Function CONTACT HISTORY

SAM106034

COP terms ‘main source’ replaced with ‘primary source’ and ‘FILE signal’ replaced with ‘File indicator’

SAM120033

Mixed partnerships - filing dates for 2008/2009 clarified

SAM120034

CT partnership - return filing dates for 2008/2009 clarified

SAM120035

Partnership - solely individuals - return filing dates for 2008/2009 clarified

SAM121001

When dealing with the Coding (Integrity) Check, view information held on the new PAYE Service Function IABD (Income, Allowances, Benefits and deductions)

SAM121031

At step 23 reference to making a COP H Note removed

SAM121121

Reference to the movement of PAYE records removed

SAM121140

COP Function RI replaced with the PAYE Service Bulk Logging Targeted Review Forms screen

SAM121160

Warning not to use COP Function AS replaced with warning not to attempt PAYE Service end of year reconciliation

SAM121161

Warning not to use COP Function AS replaced with warning not to attempt PAYE Service end of year reconciliation

SAM121171

COP Function EI replaced with PAYE Service Function TRACE AND MATCH

SAM121201

Step 1 updated to include review of information held on the PAYE Service if appropriate

SAM121210

COP Functions CS and CH replaced with new PAYE Service equivalents. Note guidance on tax already refunded is currently under review

SAM121211

COP Functions CS and CH replaced with new PAYE Service equivalent. Note guidance on tax already refunded is currently under review

SAM121331

Box 18.1 and 18.2 - COP Functions CS and CH replaced with new PAYE Service equivalents

SAM121340

Box 18.1 and 18.2 - COP replaced with new PAYE Service

SAM121350

Box 18.1 and 18.2 - COP replaced with new PAYE Service

SAM121360

Box 18.1 and 18.2 - COP replaced with new PAYE Service

SAM121370

Box 12.13 (STR) - guidance to delete COP E Note removed

SAM121470

COP Functions MR and CH replaced with new PAYE Service equivalents

SAM121530

COP Function CS replaced with new PAYE Service equivalents

SAM121660

COP replaced with PAYE Service

SAM121661

COP replaced with PAYE Service

SAM121665

Updated to reflect implementation of new PAYE Service

SAM121690

COP Functions replaced with new PAYE Service equivalents

SAM122017

Partnership return filing dates - cross-references inserted to information elsewhere

SAM122021

Numbering corrected

SAM125030

COP terms replaced with new PAYE Service terms

SAM125031

COP Functions replaced with new PAYE Service equivalents

SAM125061

COP Functions replaced with new PAYE Service equivalents

SAM125110

COP Functions replaced with new PAYE Service equivalents

SAM125111

COP Function RI replaced with the PAYE Service equivalent

SAM125120

COP Functions replaced with new PAYE Service equivalents

SAM125121

COP Functions replaced with new PAYE Service equivalents

SAM125161

COP Functions replaced with new PAYE Service equivalents

SAM140001

Cross reference to PAYE Manual amended

SAM140010

Cross reference to PAYE Manual amended

SAM140020

Cross reference to PAYE Manual amended

SAM140030

Cross reference to PAYE Manual amended

SAM140041

COP Function CS and to making E Notes replaced with new PAYE Service equivalents

SAM141001

COP Function CS replaced with new PAYE Service equivalent

SAM141010

COP Function CS replaced with new PAYE Service equivalent

SAM141020

Cross reference to PAYE Manual amended

SAM141030

COP Function CS replaced with new PAYE Service equivalent

SAM141041

COP Function CS replaced with new PAYE Service equivalent