Draft versions of the 2007/08 Tax Return in PDF format

Please note: This section of our website is intended for use by third party software developers only

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
• Individual Tax Return Guide and Notes
• Partnership Tax Return
• Partnership Tax Return Guide and Notes
• Trust and Estate Tax Return
• Trust and Estate Tax Return Guide and Notes
• Tax Return for a non-resident company liable to income tax
• Tax Return for Trustees of Registered Pension Schemes
• Help Sheets for the SA Tax Return and supplementary pages
  

Individual Tax Return

File name	Description	Version no.	Publication date
SA100 (PDF 498K)	Tax Return	‘Final’	06 April 2008
SA100 Charity (PDF 154K)	Sending your tax repayment to charity	‘Final’	06 April 2008
SA101 (PDF 211K)	Additional information	‘Final’	06 April 2008
SA102 (PDF 176K)	Employment pages	‘Final’	06 April 2008
SA102M (PDF 118K)	Ministers of Religion pages	‘Final’	06 April 2008
SA102MP (PDF 88K)	Parliament	‘Final’	06 April 2008
SA102MLA (PDF 86K)	Northern Ireland Legislative Assembly	‘Final’	06 April 2008
SA102MSP (PDF 85K)	Scottish Parliament	‘Final’	06 April 2008
SA102WAM (PDF 89K)	The National Assembly for Wales	‘Final’	06 April 2008
SA103S (PDF 231K)	Self Employment pages (short)	‘Final’	06 April 2008
SA103F (PDF 242K)	Self Employment pages (full)	‘Final’	06 April 2008
SA103L (PDF 257K)	Lloyds Underwriters pages	‘Final’	06 April 2008
SA104S (PDF 114K)	Partnership pages (Short)	‘Final’	06 April 2008
SA104F (PDF 250K)	Partnership pages (Full)	‘Final’	06 April 2008
SA105 (PDF 178K)	UK property pages	‘Final’	06 April 2008
SA106 (PDF 292K)	Foreign pages	‘Final’	06 April 2008
SA107 (PDF 100K)	Trust pages	‘Final’	06 April 2008
SA108 (PDF 98K)	Capital Gains Summary pages	‘Final’	06 April 2008
SA109 (PDF 94K)	Non residence and domicile pages	‘Final’	06 April 2008
SA110 (PDF 97K)	Tax calculation	‘Final’	06 April 2008

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Individual Tax Return Guide and Notes

File name	Description	Version no.	Publication date
SA150 (PDF 1.1MB)	Tax Return Guide	‘Final’	06 April 2008
SA101 Notes (PDF 973K)	Notes on additional information	‘Final’	06 April 2008
SA102 Notes (PDF 338K)	Notes on employment page	‘Final’	06 April 2008
SA102M Notes (PDF 275K)	Notes of Ministers of Religion page	‘Final’	06 April 2008
SA102MP Notes (PDF 501K)	Notes on Parliament	‘Final’	06 April 2008
SA102MLA Notes (PDF 481K)	Notes on Northern Ireland Legislative Assembly	‘Final’	06 April 2008
SA102MSP Notes (PDF 488K)	Notes on Scottish Parliament	‘Final’	06 April 2008
SA102WAM Notes (PDF 527K)	Notes on The National Assembly for Wales	‘Final’	06 April 2008
SA103S Notes (PDF 277K)	Notes on Self Employment page (Short)	‘Final’	06 April 2008
SA103F Notes (PDF 648K)	Notes on Self Employment page (Full)	‘Final’	06 April 2008
SA103L Notes (PDF 329K)	Notes on Lloyds Underwriters pages	‘Final’	06 April 2008
SA104S Notes (PDF 286K)	Notes on Partnership page (short)	‘Final’	06 April 2008
SA104F Notes (PDF 117K)	Notes on Partnership page (full)	‘Final’	06 April 2008
SA105 Notes (PDF 553K)	Notes on UK property page	‘Final’	06 April 2008
SA106 Notes (PDF 910K)	Notes on foreign page	‘Final’	06 April 2008
SA107 Notes (PDF 409K)	Notes on Trust page	‘Final’	06 April 2008
SA108 Notes (PDF 761K)	Notes on Capital Gains summary page	‘Final’	06 April 2008
SA109 Notes (PDF 1.2MBK)	Notes on non residence and domicile page	‘Final’	06 April 2008
SA110 Notes (PDF 184K)	Notes on tax calculation summary	‘Final’	06 April 2008

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Partnership Tax Return

File name	Description	Version no.	Publication date
SA800 (PDF 214K)	Partnership Tax Return	‘Final’	06 April 2008
SA800 (PS) (PDF 72K)	Partnership Statement	‘Final’	06 April 2008
SA800 (TP) (PDF 91K)	Partnership trading and professional income (extra pages)	‘Final’	06 April 2008
SA801 (PDF 98K)	Partnership land and property pages	‘Final’	06 April 2008
SA802 (PDF 96K)	Partnership foreign pages	‘Final’	06 April 2008
SA803 (PDF 70K)	Partnership disposal of chargeable assets	‘Final’	06 April 2008
SA804 (PDF 56K)	Partnership savings, investments and other income pages	‘Final’	06 April 2008

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Partnership Tax Return Guide and Notes

File name	Description	Version no.	Version date
SA801 Notes (PDF 105K)	Notes on partnership land and property pages	'Final'	06 April 2008
SA802 Notes (PDF 105K)	Notes on partnership foreign pages	'Final'	06 April 2008
SA803 Notes (PDF 272K)	Notes on partnership disposal of chargeable assets	'Final'	06 April 2008
SA804 Notes (PDF 113K)	Notes on partnership savings, investments and other income pages	'Final'	06 April 2008
SA850 (PDF 1.1MB)	Partnership Tax Return Guide	'Final'	21 January 2008

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Trust and Estate Tax Return

File name	Description	Version no.	Publication date
SA900 (PDF 409K)	Trust and Estate Tax Return	Final	06 April 2008
SA901 (PDF 105K)	Trust and Estate Trade pages	Final	06 April 2008
SA901L (PDF 109K)	Trust and Estate Lloyd's Underwriters pages: income from membership of Lloyd's	Final	06 April 2008
SA902 (PDF 56K)	Trust and Estate Partnership pages	Final	06 April 2008
SA903 (PDF 166K)	Trust and Estate Land and Property pages	Final	06 April 2008
SA904 (PDF 81K)	Trust and Estate foreign pages	Final	06 April 2008
SA905 (PDF 93K)	Trust and Estate Capital Gains pages	Final	06 April 2008
SA906 (PDF 85K)	Trust and Estate non-residence pages	Final	06 April 2008
SA907 (PDF 66K)	Trust and Estate Charities pages	Final	06 April 2008
SA923 (PDF 37K)	Estate Pension charges	Final	06 April 2008

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Trust and Estate Tax Return Guide and Notes

File name	Description	Version no.	Version date
SA950 (PDF 1.3MB)	Trust and Estate Tax Return Guide	'Final'	06 April 2008
SA951 (PDF 129K)	Trust and Estate tax calculation Guide	'Final'	06 April 2008
SA901 Notes (PDF 130K)	Notes on Trust and Estate Trade pages	'Final'	06 April 2008
SA901L Notes (PDF 132K)	Trust and Estate Lloyd's Underwriters Pages: income from membership of Lloyd's	'Final'	06 April 2008
SA902 Notes (PDF 93K)	Notes on Trust and Estate Partnership pages	'Final'	06 April 2008
SA903 Notes (PDF 128K)	Notes on Trust and Estate land and property pages	'Final'	06 April 2008
SA904 Notes (PDF 1.6MB)	Notes on Trust and Estate foreign pages	'Final'	06 April 2008
SA905 Notes (PDF 200K)	Notes on Trust and Estate Capital Gains pages	'Final'	06 April 2008
SA906 Notes (PDF 98K)	Notes on Trust and Estate non-residence pages	'Final'	06 April 2008
SA907 Notes (PDF 88K)	Notes on Trust and Estate Charities pages	'Final'	06 April 2008
SA923 Notes (PDF 74K)	Notes on Estate Pension charges	'Final'	06 April 2008

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Tax Return for a non-resident company liable to income tax

File name	Description	Version no.	Publication date
SA700 (PDF 250K)	Tax Return for a non-resident company liable to income tax	Final	06 April 2008
SA750 (PDF 640K)	Non-resident company Tax Return Guide	Final	06 April 2008

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Tax Return for Trustees of Registered Pension Schemes

File name	Description	Version no.	Publication date
SA970 (PDF 198K)	Tax Return for Trustees of Registered Pension Schemes	Final	06 April 2008
SA975 (PDF 124K)	Tax Return Guide for Trustees of Registered Pension Schemes	Final	06 April 2008
SA976 (PDF 36K)	Pension Scheme Tax Calculation Guide	Final	06 April 2008

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Help Sheets for the SA Tax Return and supplementary pages

File name	Description	Version no.	Publication date
HS202 (PDF 73K)	Living accommodation	Final	06 April 2008
HS203 (PDF 86K)	Car benefits and car fuel benefits	Final	06 April 2008
HS205 (PDF 68K)	Seafarer's earnings deduction	Final	06 April 2008
HS206 (PDF 81K)	Capital allowances for employees and office holders	Final	06 April 2008
HS211 (PDF 81K)	Employment - residence and domicile issues	Final	06 April 2008
HS212 (PDF 82K)	Tax eqalisation	Final	06 April 2008
HS213 (PDF 60K)	Payments in Kind - assets transferred	Final	06 April 2008
HS220 (PDF 112K)	More than one business	Final	06 April 2008
HS222 (PDF 116K)	How to calculate your taxable profits	Final	06 April 2008
HS227 (PDF 70K)	Losses	Final	06 April 2008
HS237 (PDF 605K)	Community Investment Tax Relief - relief for individuals	Final	06 April 2008
HS240 (PDF 85K)	Lloyds Underwriters	Final	06 April 2008
HS260 (PDF 79K)	Overlap	Final	06 April 2008
HS261 (PDF 74K)	Foreign Tax Credit Relief: Capital Gains	Final	06 April 2008
HS262 (PDF 75K)	Income and benefits from transfer of assets abroad or from Non-Resident Trusts	Final	06 April 2008
HS263 (PDF 66K)	Foreign Tax Credit Relief	Final	06 April 2008
HS290 (PDF 86K)	Business Asset Roll-Over Relief	Final	06 April 2008
HS295 (PDF 101K)	Relief for Gifts and similar transactions	Final	06 April 2008
HS300 (PDF 73K)	Non-residents and investment income	Final	06 April 2008
HS301 (PDF 56K)	Calculation of the increase in tax charge on capital gains from non-resident, dual resident and immigrating trusts	Final	06 April 2008
HS302 (PDF 102K)	Dual residents	Final	06 April 2008
HS304 (PDF 84K)	Non-Residents - Relief under Double Taxation Agreements	Final	06 April 2008
HS310 (PDF 52K)	War Widow's and dependent's pensions	Final	06 April 2008
HS325 (PDF 59K)	Other taxable income	Final	06 April 2008
HS343 (PDF 73K)	Accrued Income Scheme	Final	06 April 2008
HS344 (PDF 59K)	Exempt employers' contributions to an overseas pension scheme	Final	06 April 2008
HS345 (PDF 86K)	Pensions – tax charges on any excess over the Lifetime Allowance and the Annual Allowance, and on unauthorised payments	Final	06 April 2008
HS346 (PDF 88K)	Pension savings tax charges - guidance for members of overseas pension schemes that are not UK registered pension schemes	Final	06 April 2008
HS347 (PDF 58K)	Personal term assurance contributions to a registered pension scheme	Final	06 April 2008
HS390 (PDF 84K)	Trusts and Estates of deceased persons: foreign tax credit relief for Capital Gains	Final	06 April 2008