The following list shows the common Self Assessment and other letters
and forms. Those which are underlined are available to view or download.
They are in PDF format. To view a PDF document you must have Adobe
Acrobat Reader installed on your computer.
Self Assessment
Publication |
Description |
RTC1 |
Letter issued by Receivables Telephone Contact
Centre Clerical Unit, where a telephone number is not available,
asking taxpayer to contact us. |
SA-RITA500
(PDF 63K) (Cumbernauld) |
Letter issued automatically asking for payment
of outstanding amount. |
SA-RITA500
(PDF 64K) (Shipley) |
Letter issued automatically asking for payment
of outstanding amount. |
SA1 (PDF 31K) |
Form to register for Self Assessment and get a
tax return if you're not self-employed.
(Use form CWF1 below if you're self-employed) |
SA250 (PDF 51K) |
Letter explaining why you need to fill in annual
tax returns and details of your unique taxpayer reference, also
know as the UTR |
SA300 |
Statement of Account
This is a statement of your tax account. |
SA302 |
Tax Calculation
Find out more about your tax calculation |
SA303 (PDF 42K)
|
Claim to reduce payments on accounts. |
SA304 |
Returned payment. |
SA308 |
Change of Tax Office
Notification following bulk transfer. |
SA309A
(PDF 229K) (Cumbernauld) |
Tax return and payment reminder
Sent to individuals and trusts in December. This reminds customers
that both the return and any payment due should be received by
31st January to avoid an automatic late filing penalty and interest.
The form includes a blank personalised payslip and instructions
on How to Pay. |
SA309A
(PDF 229K) (Shipley)
|
Tax return and payment reminder
Sent to individuals and trusts in December. This reminds customers
that both the return and any payment due should be received by
31st January to avoid an automatic late filing penalty and interest.
The form includes a blank personalised payslip and instructions
on How to Pay. |
SA309B
(PDF 179K) |
Reminder for Partnership tax return.
Sent to partnerships in December. This reminds customers that
to avoid a penalty being charged on each partner the Partnership
Tax Return should be received by 31st January. |
SA309C
(PDF 212K)
(Cumbernauld) |
January payment reminder
Sent to individuals and trusts in December where we have received
the Tax Return but this hasn't been processed yet. As we haven't
processed the return the amount to pay is still not known so the
form also includes a blank personalised payslip and reminds customers
to make any payment due by 31st January. |
SA309C
(PDF 212K)
(Shipley) |
January payment reminder
Sent to individuals and trusts in December where we have received
the Tax Return but this hasn't been processed yet. As we haven't
processed the return the amount to pay is still not known so the
form also includes a blank personalised payslip and reminds customers
to make any payment due by 31st January. |
SA316 |
Notice to complete a Tax Return
This form will be sent to taxpayers that are unlikely to use the
standard paper Tax Return. For example taxpayers who file their
return electronically using the Internet service for Self Assessment,
or taxpayers whose tax advisor sends in the return electronically. |
SA323 |
Determination of tax due
This tells you our estimate of the tax you owe for the year. This
will be sent to you if your Tax Return is late and if we think
that you have not paid enough tax on time. |
| SA324 |
Surcharge for late payment of tax
We will send this form to you in March if you have sent in your
Tax Return but we have not received all your tax by 28 February.
It imposes a surcharge of 5% of the amount of tax outstanding.
If you still owe tax six months after it was due, a further surcharge
of 5% will be imposed. |
| SA326 |
Penalty for a late Tax Return
We will send this form to you in February if you have not sent
in your Tax return in time. It imposes a penalty of £100.
If you have still not sent in your return six months later a further
penalty of £100 will be imposed. If a partnership fails
to send in its return on time the penalties will be imposed on
each of the partners. |
| SA328 |
Fixed Automatic Penalty Notice
penalty for late partnership return. |
| SA352 |
"Don't miss the 31 January deadline.."
Penalties and surcharges leaflet. |
| SA353 |
Insert - 'Your surcharge for late payment of
tax'
explains surcharge for failure to pay tax on time. |
| SA354 (PDF
59K) |
Insert - 'Tax Calculation'
|
| SA355 |
Insert - 'Your penalty for your late
tax return'
explains fixed automatic penalties for failure to file a return,
other than partnerships. |
SA356 |
Insert - 'Your penalty for late tax return'
explains fixed automatic penalties for failure to file a partnership
return. |
SA357C (PDF
42K) |
How to Pay
Information on how to pay a Self Assessment amount due to the
Inland Revenue. For all payments sent to Accounts Office Cumbernauld. |
SA357S (PDF
42K) |
How to Pay
Information on how to pay a Self Assessment amount due to the
Inland Revenue. For all payments sent to Accounts Office Shipley. |
SA524 |
Revenue Assessment |
SA525 |
Acknowledgement of appeal without postponement |
SA526 |
Acknowledgement of an appeal and a related
postponement application which is considered acceptable |
SA549 |
Change of Tax Office responsibility notification
(single record transfer) |
