Draft versions of the 2007/08 Tax Return in QUARKPageMaker/Quark format

Draft versions of the 2007-08 Tax Return are to help software developers to create their products. The returns shown below are in PDF format. Changes to the return and supplementary pages incorporated since their first publication in April 2007 have been detailed in a changes document (XLS 71K) (updated 21 December 2007). This log, along with the draft PDF, will be updated for any subsequent form changes.

A timetable has been produced giving details of what items will be added and when.

 

Individual Tax Return

File in QUARK format

Description

Version No.

Publication date

SA100 (QXD 1.6MB)

Tax Return

Final

06 April 2008

SA100 Charity (QXD 568K)

Sending your tax repayment to charity

Final

06 April 2008

SA102 (QXD 1.1MB)

Employment pages

Final

06 April 2008

SA102M (QXD 1.2MB)

Ministers of Religion pages

Final

06 April 2008

SA102MP (QXD 701K)

Parliament

Final

06 April 2008

SA102MLA (QXD 553K)

Northern Ireland Legislative Assembly

Final

06 April 2008

SA102MSP (QXD 553K)

Scottish Parliament

Final

06 April 2008

SA102WAM (QXD 701K)

The National Assembly for Wales

Final

06 April 2008

SA103S (QXD 1MB)

Self Employment pages (Short)

Final

06 April 2008

SA103F (QXD 2.8MB)

Self Employment pages (Full)

Final

06 April 2008

SA103L (QXD 2MB)

Lloyds Underwriters pages

Final

06 April 2008

SA104S (QXD 933K)

Partnership pages (Short)

Final

06 April 2008

SA104F (QXD 2.2MB)

Partnership pages (Full)

Final

06 April 2008

SA105 (QXD 1.2MB)

UK property pages

Final

06 April 2008

SA106 (QXD 1.6MB)

Foreign pages

Final

06 April 2008

SA107 (QXD 897K)

Trust pages

Final

06 April 2008

SA108 (QXD 916K)

Capital Gains Summary pages

Final

06 April 2008

SA109 (QXD 503K)

Non residence and domicile pages

Final

06 April 2008

SA110 (QXD 544K)

Tax Calculation

Final

06 April 2008

Top

Individual Tax Return Guide and Notes

File in QUARK format

Description

Version No.

Version date

SA150 (QXD 1.4MB)

Tax Return Guide

Final

06 April 2008

SA101 Notes (QXD 1.6MB)

Notes on Additional Information

Final

06 April 2008

SA102 Notes (QXD 545K)

Notes on Employment page

Final

06 April 2008

SA102M Notes (QXD 2.5MB)

Notes of Ministers of Religion page

Final

06 April 2008

SA102MP Notes (QXD 646K)

Notes on Parliament

Final

06 April 2008

SA102MLA Notes (QXD 704K)

Notes on Northern Ireland Legislative Assembly

Final

06 April 2008

SA102MSP Notes (QXD 632K)

Notes on Scottish Parliament

Final

06 April 2008

SA102WAM Notes (QXD 740K)

Notes on The National Assembly for Wales

Final

06 April 2008

SA103S Notes (QXD 2.73MB)

Notes on Self Employment page (Short)

Final

06 April 2008

SA103F Notes (QXD 3.23MB)

Notes on Self Employment page (Full)

Final

06 April 2008

SA103L Notes (QXD 2.58MBK)

Notes on Lloyds Underwriters pages

Final

06 April 2008

SA104S Notes (QXD 437K)

Notes on Partnership page (Short)

Final

06 April 2008

SA104F Notes (QXD 880K)

Notes on Partnership page (Full)

Final

06 April 2008

SA105 Notes (QXD 693K)

Notes on UK property page

Final

06 April 2008

SA106 Notes (QXD 4MB)

Notes on Foreign page

Final

06 April 2008

SA107 Notes (QXD 525K)

Notes on Trust page

Final

06 April 2008

SA108 Notes (QXD 1MB)

Notes on Capital Gains Summary page

Final

06 April 2008

SA109 Notes (QXD 1.03MB)

Notes on Non residence and domicile page

Final

06 April 2008

SA110 Notes (QXD 540K)

Notes on Tax Calculation Summary

Final

06 April 2008

Top

 


Partnership Tax Return

File in QUARK Format

Description

Version No.

Publication Date

SA800 (QXD 2.2MB)

Partnership Statement

Final

06 April 2008

SA800 (PS) (QXD 2.3MB)

Partnership Statement

Final

06 April 2008

SA800 (TP) (QXD 1.1MB)

Partnership Trading and Professional Income (Extra pages)

Final

06 April 2008

SA801 (QXD 598K)

Partnership Land and Property pages

Final

06 April 2008

SA802 (QXD 820K)

Partnership Foreign pages

Final

06 April 2008

SA803 (QXD 220K)

Partnership Disposal of Chargeable Assets

Final

06 April 2008

SA804 (QXD 610K)

Partnership Savings, Investments and other income pages

Final

06 April 2008

Top

Partnership Tax Return Guide and Notes

File in QUARK Format

Description

Version No.

Version Date

SA801 Notes (QXD 656K)

Notes on Partnership Land and Property pages

Final

06 April 2008

SA802 Notes (QXD 846K)

Notes on Partnership Foreign pages

Final

06 April 2008

SA803 Notes (QXD 443K)

Notes on Partnership Disposal of Chargeable Assets

Final

06 April 2008

SA804 Notes (QXD 764K)

Notes on Partnership Savings, Investments and other income pages

Final

06 April 2008

SA850 (QXD 5MB)

Partnership Tax Return Guide

Final

06 April 2008

Top

 

Trust and Estate Tax Return

File in QUARK Format

Description

Version No.

Publication Date

SA900 (QXD 2.8MB)

Trust and Estate Tax Return

Final

06 April 2008

SA901 (QXD 1.1MB)

Trust and Estate Trade pages

Final

06 April 2008

SA901L (QXD 1.2MB)

Trust and Estate Lloyd's Underwriters Pages: Income from membership of Lloyd's

Final

06 April 2008

SA902 (QXD 392K)

Trust and Estate Partnership pages

Final

06 April 2008

SA903 (QXD 653K)

Trust and Estate Land and Property pages

Final

06 April 2008

SA904 (QXD 1.4MB)

Trust and Estate Foreign pages

Final

06 April 2008

SA905 (QXD 930K)

Trust and Estate Capital Gains pages

Final

06 April 2008

SA906 (QXD 360K)

Trust and Estate Non-residence pages

Final

06 April 2008

SA907 (QXD 548K)

Trust and Estate Charities pages

Final

06 April 2008

SA923 (QXD 207K)

Estate Pension Charges

Final

06 April 2008

Top

Trust and Estate Tax Return Guide and Notes

File in QUARK Format

Description

Version No.

Version Date

SA950 (QXD 4.49MB)

Trust and Estate Tax Return Guide

Final

06 April 2008

SA951 (QXD 4.2MB)

Trust and Estate Tax Calculation Guide

Final

06 April 2008

SA901 Notes (QXD 848K)

Notes on Trust and Estate Trade pages

Final

06 April 2008

SA901L Notes (QXD 1MB)

Trust and Estate Lloyd's Underwriters Pages: Income from membership of Lloyd's

Final

06 April 2008

SA902 Notes (QXD 666K)

Notes on Trust and Estate Partnership pages

Final

06 April 2008

SA903 Notes (QXD 745K)

Notes on Trust and Estate Land and Property pages

Final

06 April 2008

SA904 Notes (QXD 2.7MB)

Notes on Trust and Estate Foreign pages

Final

06 April 2008

SA905 Notes (QXD 1.2MB)

Notes on Trust and Estate Capital Gains pages

Final

06 April 2008

SA906 Notes (QXD 454K)

Notes on Trust and Estate Non-residence pages

Final

06 April 2008

SA907 Notes (QXD 281K)

Notes on Trust and Estate Charities pages

Final

06 April 2008

SA923 Notes (QXD 574K)

Notes on Estate Pension Charges

Final

06 April 2008

Top

 

Tax Return for a Non-Resident Company Liable to Income Tax

File in QUARK Format

Description

Version No.

Publication Date

SA700 (QXD 1.6MB)

Tax Return for a non-resident company liable to Income Tax

Final

06 April 2008

SA750 (QXD 1.1MB)

Non-resident Company Tax Return Guide

Final

06 April 2008

Top

 

Tax Return for Trustees of Registered Pension Schemes

File in QUARK Format

Description

Version No.

Publication Date

SA970 (QXD 1.1MB)

Tax Return for Trustees of Registered Pension Schemes

Final

06 April 2008

SA975 (QXD 1.4MB)

Tax Return Guide for Trustees of Registered Pension Schemes

Final

06 April 2008

SA976 (QXD 588K)

Pension Scheme Tax Calculation Guide

Final

06 April 2008

Top

 

Help Sheets for the SA Tax Return and Supplementary Pages

File in QUARK format

Description

Version No.

Publication date

HS202 (QXD 426K)

Living accommodation

Final

06 April 2008

HS203 (QXD 532K)

Car benefits and car fuel benefits

Final

06 April 2008

HS205 (QXD 1.1MB)

Foreign Earnings Deduction: Seafarers

Final

06 April 2008

HS206 (QXD 587K)

Capital allowances for employees and office holders

Final

06 April 2008

HS211 (QXD 536K)

Employment - Residence and domicile issues

Final

06 April 2008

HS213 (QXD 263K)

Payments in Kind - Assets transferred

Final

06 April 2008

HS220 (QXD 1.1MB)

More than one Business

Final

06 April 2008

HS222 (QXD 581K)

How to Calculate your Taxable Profits

Final

06 April 2008

HS227 (QXD 295K)

Losses

Final

06 April 2008

HS237 (QXD 175K)

Community Investment Tax Relief - Relief for individuals

Final

06 April 2008

HS260 (QXD 1.1MB)

Overlap

Final

06 April 2008

HS261 (QXD 321K)

Foreign Tax Credit Relief: Capital Gains

Final

06 April 2008

HS262 (QXD 250K)

Transfer of Assets Abroad

Final

06 April 2008

HS290 (QXD 649K)

Business Asset Roll-Over Relief

Final

06 April 2008

HS295 (QXD 1.4MB)

Relief for Gifts and Similar Transactions

Final

06 April 2008

HS301 (QXD 308K)

Calculation of the increase in tax charge on capital gains from Non-Resident, Dual Resident and Immigrating Trusts

Final

06 April 2008

HS310 (QXD 237K)

War Widow's and Dependent's Pensions

Final

06 April 2008

HS343 (QXD 485K)

Accrued Income Scheme

Final

06 April 2008

HS390 (QXD 390K)

Trusts and Estates of Deceased Persons:Foreign Tax Credit Relief for Capital Gains

Final

06 April 2008