Printer Friendly  EFIS Help Other Relevant EFIS Word File: |
EFIS 21, May 2007 : Inheritance Tax / Inland Revenue
You must login to download the contents of this EFIS.
The forms listed below have all been amended in respect of tax returns to be submitted for the financial year from 5th April 2006 to 6th April 2007.
Practitioners may want to refer to the Self-Assessment Tax Return Guide, which HM Revenue & Customs has published as a guide to both HMRC’s staff and professionals working in this area. For any further information, customers should contact HM Revenue & Customs on 0845-9000444.
The forms will self-total figures where the notes indicate. The macro feature can be turned off by closing all forms, and selecting TOOLS > OPTIONS > MACRO tab and removing the tick next to 'Enable Forms Macros’.
The forms can be submitted by:
Individuals - SA100 is the main form which is supplemented by SA101-SA109.
Partnership - SA800 is the main form, supplemented by SA801 to SA804, as appropriate.
Trust Estates - SA900 is the main form, supplemented by the other forms SA901 to SA907, as appropriate.
We also enclose an amended copy of SA303 which the HMRC has recently updated.
Finally, IHT200(All), IR185TI and IHTD5 have received slight textual amendments.
All forms are available for immediate use.
Forms affected
| IR185TI | Statement of income from trusts |
|
New/Amended |
| IHT200(All) | Inheritance Tax Account including all supplementary pages |
|
New/Amended |
| SA101(MLA) | Self Assessment - Nothern Ireland Legislative Assembly |
|
New/Amended |
| SA101(MSP) | Self Assessment - Scottish Parliament |
|
New/Amended |
| SA103L | Self Assessment - Lloyd's Underwriters: Income from membership of Lloyd's |
|
New/Amended |
| SA101(WAM) | Self Assessment The National Assembly for Wales (Supplementary Pages) |
|
New/Amended |
| SA125 | Self Assessment - Pensions |
|
New/Amended |
| SA101(MP) | Self Assessment - Parliament |
|
New/Amended |
| SA100 | Self Assessment Tax Return |
|
New/Amended |
| SA303 | Claim to reduce payment on account |
|
New/Amended |
| SA101 | Self Assessment Employment (Supplementary Page) |
|
New/Amended |
| SA102 | Self Assessment Share Schemes (Supplementary Page) |
|
New/Amended |
| SA103 | Self Assessment Self-Employment (Supplementary Page) |
|
New/Amended |
| SA104 | Self Assessment Partnership (Short) (Supplementary Page) |
|
New/Amended |
| SA104F | Self Assessment Partnership (Full) (Supplementary Page) |
|
New/Amended |
| SA105 | Self Assessment Land and Property (Supplementary Page) |
|
New/Amended |
| SA106 | Self Assessment Foreign |
|
New/Amended |
| SA107 | Self Assessment Trusts Etc. (Supplementary Page) |
|
New/Amended |
| SA108 | Self Assessment Capital Gains |
|
New/Amended |
| SA109 | Self Assessment Non-Residence Etc. (Supplementary Page) |
|
New/Amended |
| SA101M | Self Assessment Ministers of Religion (Supplementary Page) |
|
New/Amended |
| SA800 | Self Assessment Partnership Tax Return |
|
New/Amended |
| SA800(PS) | Self Assessment - Partnership Statement (FULL) |
|
New/Amended |
| SA801 | Self Assessment Partnership Land and Property |
|
New/Amended |
| SA802 | Self Assessment Partnership Foreign |
|
New/Amended |
| SA803 | Self Assessment Partnership Disposal of Chargeable Assets |
|
New/Amended |
| SA804 | Self Assessment Partnership Savings, Investments, and Other Income |
|
New/Amended |
| SA800(TP) | Self Assessment Partnership Trading and Professional Income |
|
New/Amended |
| IHTD5 | Assets held in trust (settled property) |
|
New/Amended |
| SA907 | Trust and Estate Charities |
|
New/Amended |
| SA900 | Trust and Estate Tax Return |
|
New/Amended |
| SA906 | Trust and Estate Non-residence |
|
New/Amended |
| SA905 | Trust and Estate Capital Gains |
|
New/Amended |
| SA904 | Trust and Estate Foreign |
|
New/Amended |
| SA901 | Trust and Estate Trade |
|
New/Amended |
| SA901L | Lloyd's Underwriters: Income from membership of Lloyd's |
|
New/Amended |
| SA902 | Trust and Estate Partnership |
|
New/Amended |
| SA903 | Trust and Estate Land and Property |
|
New/Amended |
Crown copyright forms are reproduced with the permission of the Controller of the Stationery Office. Law Society forms are reproduced with the permission of the Law Society. Legal Aid Forms are produced with the permission of the LSC.