Self Assessment

Find the forms you need and any associated guides, notes, helpsheets and supplementary pages

Self Assessment registration

CWF1 - Registering for Self Assessment and National Insurance contributions if you are a self-employed sole trader
Purpose
Use form CWF1 to register for Self Assessment and tell HMRC that you've started self-employment. It will help get your tax and National Insurance right from the start
SA400 - Registering a partnership for Self Assessment
Purpose
Use this form if you need to register a new partnership for Self Assessment
SA401 - Registering a partner for Self Assessment and Class 2 NICs
Purpose
Use this form to register for Self Assessment if you've joined a partnership. It will help get your tax and National Insurance right from the start
SA402 - Registering a partner for Self Assessment if they're not an individual
Purpose
Use this form if you need to register a partner for Self Assessment that isn't an individual, for example if a company or trust has joined a partnership

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Individual Tax Return

SA100 - Tax Return (2012)
Purpose
Use form SA100 to file a tax return, report your income and to claim tax reliefs and any repayment due. You'll need some supplementary pages for certain types of income and for capital gains

Frequently used supplementary pages

SA101 - Additional Information (2012)
Purpose
Use the SA101 supplementary pages to record less common types of income, deductions and tax reliefs, and provide information about Income Tax losses, pension charges and tax avoidance schemes for the tax year ended 5 April 2012
SA102 - Employment (2012)
Purpose
Use the SA102 supplementary pages to record your employment details when filing a tax return for the tax year ended 5 April 2012
SA103S - Self-employment (Short) (2012)
Purpose
If you're self-employed, have relatively simple tax affairs and your annual business turnover was below £73,000, use the SA103S short version of the Self-employment supplementary pages when filing a tax return for the year ended 5 April 2012
SA103F - Self-employment (Full) (2012)
Purpose
If you're self-employed, have more complex tax affairs and your annual business turnover was £73,000 or more, use the full version of the Self-employment supplementary page when filing a tax return for the tax year ended 5 April 2012
SA104F - Partnership (Full) (2012)
Purpose
If you are a member of a partnership and do not qualify to use the short version, use the full version of the SA104 supplementary pages for the tax year ended 5 April 2012
SA104S - Partnership (Short) (2012)
Purpose
If you are a member of a partnership, use the short version of the SA104 for the year ended 5 April 2012 if you are only declaring trading income, and interest or alternative finance receipts received after tax from banks or building societies
SA105 - UK Property (2012)
Purpose
Use the SA105 supplementary pages when filing a tax return for the year ended 5 April 2012 if you are an individual or a rental business declaring income from land and property or furnished holiday lettings in the UK, or a reverse premium
SA106 - Foreign (2012)
Purpose
Use the SA106 supplementary pages to declare foreign income and gains and claim for foreign tax credit relief when completing a tax return for the tax year ended 5 April 2012
SA107 - Trusts etc. (2012)
Purpose
Use the SA107 supplementary pages to declare income from a trust or settlement, income chargeable on settlors, or income from the estate of a deceased person, for the tax year ended 5 April 2012
SA108 - Capital Gains Summary (2012)
Purpose
Use the SA108 Capital Gains Summary supplementary pages to record your capital gains when filing a tax return for the tax year ended 5 April 2012
SA109 - Residence, remittance basis etc. (2012)
Purpose
Use the SA109 supplementary pages to declare your residence and domicile status and claim personal allowances as a non-UK resident when filing a tax return for the tax year ended 5 April 2012
SA110 - Tax Calculation Summary (2012)
Purpose
Use the SA110 Tax Calculation Summary if you want to work out your tax bill yourself and record the results

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Supplementary pages for specific occupations

SA102M - Ministers of Religion (2012)
Purpose
If you are a clergyman or a minister of religion, use the SA102M supplementary pages to record your employment income and expenses for the tax year ended 5 April 2012
SA102MP - Parliament (2012)
Purpose
If you are a Member of Parliament or a Minister, use the SA102MP supplementary pages to record your employment details when filing a tax return for the year ended 5 April 2012
SA102MLA - Northern Ireland Legislative Assembly (2012)
Purpose
If you are a member of the Northern Ireland Legislative Assembly, use the SA102MLA supplementary pages to record your employment details when filing a tax return for the tax year ended 5 April 2012
SA102MSP - Scottish Parliament (2012)
Purpose
If you are a member of the Scottish Parliament use the SA102MSP supplementary pages to record your employment details when filing a tax return for the tax year ended 5 April 2012
SA102WAM - The National Assembly for Wales (2012)
Purpose
If you are a member of the Welsh Assembly, use the SA102WAM supplementary pages to record your employment details when filing a tax return for the tax year ended 5 April 2012
SA103L - Lloyd's underwriters (2012)
Purpose
If you are a Lloyd's member use the SA103L supplementary pages to declare income, expenditure and losses from personal income connected to Lloyd's when filing a tax return for the tax year ended 5 April 2012

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Short Tax Return

SA200 - Short Tax Return
Purpose
The SA200 Short Tax Return is only sent to specific customers - it can't be downloaded. Follow the link above to find out more about this tax return.
SA210 - How to fill in your Short Tax Return (2012)
Purpose
Use this guide to find out who can and who can't use the SA200 Short Tax Return and to find out how to fill in the return
SA211 - Short Tax Return notes (2012)
Purpose
Notes to help you fill in your paper Short Tax Return

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Partnership Tax Return

SA800 - Partnership Tax Return (2012)
Purpose
Use form SA800 to file your partnership tax return for the tax year ended 5 April 2012
SA800(PS) - Partnership Statement (Full) (2012)
Purpose
Use the SA800(PS) supplementary pages if your partnership earned income from sources other than trading and professional income or taxed interest from banks, building societies for the tax year ended 5 April 2012
SA800(TP) - Partnership Trading and Professional Income (2012)
Purpose
Use these supplementary pages if your partnership carried on more than one trade or profession for tax year ended 5 April 2012
SA801 - Partnership UK Property (2012)
Purpose
If your partnership earned income from UK land, property or furnished holiday lettings use these supplementary pages for tax year ended 5 April 2012
SA802 - Partnership Foreign (2012)
Purpose
Use the SA802 supplementary pages if your partnership generated income from abroad for the tax year ended 5 April 2012
SA803 - Partnership Disposal of Chargeable Assets (2012)
Purpose
If your partnership disposed of any chargeable assets use the SA803 supplementary pages for the year ended 5 April 2012
SA804 - Partnership savings and investments and other income (2012)
Purpose
Use the SA804 supplementary pages to record details of savings, investments and other income for your partnership for the tax year ended 5 April 2012

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Trust & Estate Tax Return

SA900 - Trust and Estate Tax Return (2012)
Purpose
Use form SA900 to file a Trust and Estate Tax Return for the tax year ended 5 April 2012
SA901L - Lloyd's Underwriters: income from membership of Lloyd's (2012)
Purpose
Use the SA901 supplementary pages if your trust or estate received income from membership of Lloyd's for the tax year ended 5 April 2012
SA902 - Trust and Estate Partnership (2012)
Purpose
Use the SA902 supplementary pages to declare details of a partnership when filing a trust and estate tax return for the tax year ended 5 April 2012
SA903 - Trust and Estate UK Property (2012)
Purpose
Use the SA903 supplementary pages to declare income from land and property when filing a trust and estate tax return for the tax year ended 5 April 2012
SA904 - Trust and Estate Foreign (2012)
Purpose
Use the SA904 supplementary pages to declare income and capital gains received abroad when filing a trust and estate tax return for the tax year ended 5 April 2012
SA905 - Trust and Estate Capital Gains (2012)
Purpose
Use the SA905 supplementary pages to declare capital gains when filing a trust and estate tax return for the tax year ended 5 April 2012
SA906 - Trust and Estate Non-residence (2012)
Purpose
Use the SA906 supplementary pages to declare residence status when filing a trust and estate tax return for the tax year ended 5 April 2012
SA907 - Trust and Estate Charities (2012)
Purpose
Use the SA907 supplementary pages to declare charity status when filing a trust and estate tax return for the tax year ended 5 April 201
SA923 - Estate Pension Charges etc. (2012)
Purpose
If you are an estate trustee use the SA923 supplementary pages if the estate has received certain payments from registered pension schemes and from certain overseas pension schemes for the tax year ended 5 April 2012
SA951 - Trust and Estate Tax Calculation Guide (2012)
Purpose
Use the SA951 guide if you want to check or work out the trust and estate's tax

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Non-resident Company Tax Return

SA700 - Tax return for a non-resident company liable to Income Tax (2012)
Purpose
Use SA700 to file a tax return for a non-resident company for the tax year ended 5 April 2012

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Trustees of Registered Pension Schemes Tax Return

SA970 - Tax return for trustees of registered pension schemes (2012)
Purpose
Use form SA970 to file your tax return for the tax year ended 5 April 2012 if you are a trustee of a registered pension scheme
SA976 - Trustees of registered pension schemes tax calculation guide (2012)
Purpose
Use this guide if you want to calculate the registered pensions scheme's tax bill

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Appeals against penalties

SA355 - Self Assessment - penalty for a late tax return
Purpose
Use form SA355 to appeal against a penalty for late submission of your tax return for the 2009/10 tax year and earlier tax years
SA356 - Self Assessment - penalty for a late partnership return
Purpose
Use form SA356 to appeal against a penalty for late submission of a partnership tax return for the 2009/10 tax year and earlier tax years
SA370 - Self Assessment: Appeal against penalties for late filing and late payment
Purpose
Use this form to appeal against individual penalties under Self Assessment
SA371 - Self Assessment: Partnership Tax Return; Appeal against late filing penalties
Purpose
Use this form SA371 to appeal against partnership penalties under Self Assessment

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Self Assessment forms for previous years

Individual Tax Return

SA100 - Tax Return (2011)
Purpose
Use form SA100 to file a tax return, report your income and to claim tax reliefs and any repayment due. You'll need some supplementary pages for certain types of income and for capital gains
SA100 - Tax Return (2010)
Purpose
Use form SA100 to file a tax return, report your income and to claim tax reliefs and any repayment due. You'll need some supplementary pages for certain types of income and for capital gains
SA100 - Tax Return (2009)
Purpose
Find the tax return form, supplementary pages, notes and helpsheets for the Individual Tax Return for the 2008-09 tax year.

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Partnership Tax Return

SA800 - Partnership Tax Return (2011)
Purpose
Use form SA800 to file your partnership tax return for the tax year ended 5 April 2011
SA800 - Partnership Tax Return (2010)
Purpose
Use form SA800 to file your partnership tax return for the tax year ended 5 April 2010
SA800 - Partnership Tax Return (2009)
Purpose
Find the tax return form, supplementary pages, notes and helpsheets for the Partnership Tax Return for the 2008-09 tax year

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Trust & Estate Tax Return

SA900 - Trust and Estate Tax Return (2011)
Purpose
Use form SA900 to file a Trust and Estate Tax Return for the tax year ended 5 April 2011
SA900 - Trust and Estate Tax Return (2010)
Purpose
Use form SA900 to file a Trust and Estate Tax Return for the tax year ended 5 April 2010
SA900 - Trust and Estate Tax Return (2009)
Purpose
Find the tax return form, supplementary pages, notes and helpsheets for the Trust and Estate Tax Return for the 2008-09 tax year

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Non-resident Company Tax Return

SA700 - Tax return for a non-resident company liable to Income Tax (2011)
Purpose
Use SA700 to file a tax return for a non-resident company for the tax year ended 5 April 2011
SA700 - Tax return for a non-resident company liable to Income Tax (2010)
Purpose
Use SA700 to file a tax return for a non-resident company for the tax year ended 5 April 2010
SA700 - Tax return for a non-resident company liable to Income Tax (2009)
Purpose
Find the tax return form and notes for the 2008-09 tax year if you are a non-resident company

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Trustees of Registered Pension Schemes Tax Return

SA970 - Tax return for trustees of registered pension schemes (2011)
Purpose
Use form SA970 to file your tax return for the tax year ended 5 April 2011 if you are a trustee of a registered pension scheme
SA970 - Tax return for trustees of registered pension schemes (2010)
Purpose
Use form SA970 to file your tax return for the tax year ended 5 April 2010 if you are a trustee of a registered pension scheme
SA970 - Tax return for trustees of registered pension schemes (2009)
Purpose
Find the tax return form, notes and helpsheets for the 2008-09 tax year if you are a trustee of a registered pension scheme

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Self Assessment payment slip

SA361 - Self Assessment payment slip
Purpose
If you don't have a computer printed payslip you can now complete and print the SA361 payment slip and forward it to HMRC with your payment

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