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

File name

Description

Version no.

Publication date

SA100 (PDF 498K)

Tax Return

Final

6 April 2008

SA100 Charity (PDF 154K)

Sending your tax repayment to charity

Final

6 April 2008

SA101 (PDF 211K)

Additional information

Final

6 April 2008

SA102 (PDF 176K)

Employment pages

Final

6 April 2008

SA102M (PDF 118K)

Ministers of Religion pages

Final

6 April 2008

SA102MP (PDF 88K)

Parliament

Final

6 April 2008

SA102MLA (PDF 86K)

Northern Ireland Legislative Assembly

Final

6 April 2008

SA102MSP (PDF 85K)

Scottish Parliament

Final

6 April 2008

SA102WAM (PDF 89K)

The National Assembly for Wales

Final

6 April 2008

SA103S (PDF 231K)

Self Employment pages (short)

Final

6 April 2008

SA103F (PDF 242K)

Self Employment pages (full)

Final

6 April 2008

SA103L (PDF 257K)

Lloyds Underwriters pages

Final

6 April 2008

SA104S (PDF 114K)

Partnership pages (Short)

Final

6 April 2008

SA104F (PDF 250K)

Partnership pages (Full)

Final

6 April 2008

SA105 (PDF 178K)

UK property pages

Final

6 April 2008

SA106 (PDF 292K)

Foreign pages

Final

6 April 2008

SA107 (PDF 100K)

Trust pages

Final

6 April 2008

SA108 (PDF 98K)

Capital Gains Summary pages

Final

6 April 2008

SA109 (PDF 94K)

Non residence and domicile pages

Final

6 April 2008

SA110 (PDF 97K)

Tax calculation

Final

6 April 2008

Top

Individual Tax Return Guide and Notes

File name

Description

Version no.

Publication date

SA150 (PDF 1.1MB)

Tax Return Guide

Final

6 April 2008

SA101 Notes (PDF 973K)

Notes on additional information

Final

6 April 2008

SA102 Notes (PDF 338K)

Notes on employment page

Final

6 April 2008

SA102M Notes (PDF 275K)

Notes of Ministers of Religion page

Final

6 April 2008

SA102MP Notes (PDF 501K)

Notes on Parliament

Final

6 April 2008

SA102MLA Notes (PDF 481K)

Notes on Northern Ireland Legislative Assembly

Final

6 April 2008

SA102MSP Notes (PDF 488K)

Notes on Scottish Parliament

Final

6 April 2008

SA102WAM Notes (PDF 527K)

Notes on The National Assembly for Wales

Final

6 April 2008

SA103S Notes (PDF 277K)

Notes on Self Employment page (Short)

Final

6 April 2008

SA103F Notes (PDF 648K)

Notes on Self Employment page (Full)

Final

6 April 2008

SA103L Notes (PDF 329K)

Notes on Lloyds Underwriters pages

Final

6 April 2008

SA104S Notes (PDF 286K)

Notes on Partnership page (short)

Final

6 April 2008

SA104F Notes (PDF 117K)

Notes on Partnership page (full)

Final

6 April 2008

SA105 Notes (PDF 553K)

Notes on UK property page

Final

6 April 2008

SA106 Notes (PDF 910K)

Notes on foreign page

Final

6 April 2008

SA107 Notes (PDF 409K)

Notes on Trust page

Final

6 April 2008

SA108 Notes (PDF 761K)

Notes on Capital Gains summary page

Final

6 April 2008

SA109 Notes (PDF 1.2MBK)

Notes on non residence and domicile page

Final

6 April 2008

SA110 Notes (PDF 184K)

Notes on tax calculation summary

Final

6 April 2008

Top

Partnership Tax Return

File name

Description

Version no.

Publication date

SA800 (PDF 214K)

Partnership Tax Return

Final

6 April 2008

SA800 (PS) (PDF 72K)

Partnership Statement

Final

6 April 2008

SA800 (TP) (PDF 91K)

Partnership trading and professional income (extra pages)

Final

6 April 2008

SA801 (PDF 98K)

Partnership land and property pages

Final

6 April 2008

SA802 (PDF 96K)

Partnership foreign pages

Final

6 April 2008

SA803 (PDF 70K)

Partnership disposal of chargeable assets

Final

6 April 2008

SA804 (PDF 56K)

Partnership savings, investments and other income pages

Final

6 April 2008

Top

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

6 April 2008

SA802 Notes (PDF 105K)

Notes on partnership foreign pages

Final

6 April 2008

SA803 Notes (PDF 272K)

Notes on partnership disposal of chargeable assets

Final

6 April 2008

SA804 Notes (PDF 113K)

Notes on partnership savings, investments and other income pages

Final

6 April 2008

SA850 (PDF 1.1MB)

Partnership Tax Return Guide

Final

21 January 2008

Top

Trust and Estate Tax Return

File name

Description

Version no.

Publication date

SA900 (PDF 409K)

Trust and Estate Tax Return

Final

6 April 2008

SA901 (PDF 105K)

Trust and Estate Trade pages

Final

6 April 2008

SA901L (PDF 109K)

Trust and Estate Lloyds Underwriters pages: income from membership of Lloyds

Final

6 April 2008

SA902 (PDF 56K)

Trust and Estate Partnership pages

Final

6 April 2008

SA903 (PDF 166K)

Trust and Estate Land and Property pages

Final

6 April 2008

SA904 (PDF 81K)

Trust and Estate foreign pages

Final

6 April 2008

SA905 (PDF 93K)

Trust and Estate Capital Gains pages

Final

6 April 2008

SA906 (PDF 85K)

Trust and Estate non-residence pages

Final

6 April 2008

SA907 (PDF 66K)

Trust and Estate Charities pages

Final

6 April 2008

SA923 (PDF 37K)

Estate Pension charges

Final

6 April 2008

Top

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 6 April 2008
SA951 (PDF 129K) Trust and Estate tax calculation Guide Final 6 April 2008
SA901 Notes (PDF 130K) Notes on Trust and Estate Trade pages Final 6 April 2008
SA901L Notes (PDF 132K) Trust and Estate Lloyds Underwriters Pages: income from membership of Lloyds Final 6 April 2008
SA902 Notes (PDF 93K) Notes on Trust and Estate Partnership pages Final 6 April 2008
SA903 Notes (PDF 128K) Notes on Trust and Estate land and property pages Final 6 April 2008
SA904 Notes (PDF 1.6MB) Notes on Trust and Estate foreign pages Final 6 April 2008
SA905 Notes (PDF 200K) Notes on Trust and Estate Capital Gains pages Final 6 April 2008
SA906 Notes (PDF 98K) Notes on Trust and Estate non-residence pages Final 6 April 2008
SA907 Notes (PDF 88K) Notes on Trust and Estate Charities pages Final 6 April 2008
SA923 Notes (PDF 74K) Notes on Estate Pension charges Final 6 April 2008

Top

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 6 April 2008
SA750 (PDF 640K) Non-resident company Tax Return Guide Final 6 April 2008
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 6 April 2008
SA975 (PDF 124K) Tax Return Guide for Trustees of Registered Pension Schemes Final 6 April 2008
SA976 (PDF 36K) Pension Scheme Tax Calculation Guide Final 6 April 2008

Top

Help Sheets for the SA Tax Return and supplementary pages
File name Description Version no. Publication date
HS202 (PDF 73K) Living accommodation Final 6 April 2008
HS203 (PDF 86K) Car benefits and car fuel benefits Final 6 April 2008
HS205 (PDF 68K) Seafarers earnings deduction Final 6 April 2008
HS206 (PDF 81K) Capital allowances for employees and office holders Final 6 April 2008
HS211 (PDF 81K) Employment - residence and domicile issues Final 6 April 2008
HS212 (PDF 82K) Tax eqalisation Final 6 April 2008
HS213 (PDF 60K) Payments in Kind - assets transferred Final 6 April 2008
HS220 (PDF 112K) More than one business Final 6 April 2008
HS222 (PDF 116K) How to calculate your taxable profits Final 6 April 2008
HS227 (PDF 70K) Losses Final 6 April 2008
HS237 (PDF 605K) Community Investment Tax Relief - relief for individuals Final 6 April 2008
HS240 (PDF 85K) Lloyds Underwriters Final 6 April 2008
HS260 (PDF 79K) Overlap Final 6 April 2008
HS261 (PDF 74K) Foreign Tax Credit Relief: Capital Gains Final 6 April 2008
HS262 (PDF 75K) Income and benefits from transfer of assets abroad or from Non-Resident Trusts Final 6 April 2008
HS263 (PDF 66K) Foreign Tax Credit Relief Final 6 April 2008
HS290 (PDF 86K) Business Asset Roll-Over Relief Final 6 April 2008
HS295 (PDF 101K) Relief for Gifts and similar transactions Final 6 April 2008
HS300 (PDF 83K) Non-residents and investment income Final 11 December 2008
HS301 (PDF 56K) Calculation of the increase in tax charge on capital gains from non-resident, dual resident and immigrating trusts Final 6 April 2008
HS302 (PDF 102K) Dual residents Final 6 April 2008
HS304 (PDF 84K) Non-Residents - Relief under Double Taxation Agreements Final 6 April 2008
HS310 (PDF 52K) War Widows and dependents pensions Final 6 April 2008
HS325 (PDF 59K) Other taxable income Final 6 April 2008
HS343 (PDF 73K) Accrued Income Scheme Final 6 April 2008
HS344 (PDF 59K) Exempt employers contributions to an overseas pension scheme Final 6 April 2008
HS345 (PDF 86K) Pensions – tax charges on any excess over the Lifetime Allowance and the Annual Allowance, and on unauthorised payments Final 6 April 2008
HS346 (PDF 88K) Pension savings tax charges - guidance for members of overseas pension schemes that are not UK registered pension schemes Final 6 April 2008
HS347 (PDF 58K) Personal term assurance contributions to a registered pension scheme Final 6 April 2008
HS390 (PDF 84K) Trusts and Estates of deceased persons: foreign tax credit relief for Capital Gains Final 6 April 2008