Professional Documents
Culture Documents
SA100 Tax Return English 2023
SA100 Tax Return English 2023
Date
UTR
NINO Issue address HM Revenue and Customs office address
Employer reference
Date For
Telephone Reference
HM Revenue and Customs office address
Your tax return
This notice requires you, by law, to make a return of your Most people file online
taxable income and capital gains, and any documents It’s quick and easy to file online. Get started by typing
requested, for the year from 6 April 2018 to 5 April 2019.
Tax Return 2019
www.gov.uk/log-in-file-self-assessment-tax-return into For
Telephone
your internet browser address bar to go directly to our Reference
Deadlines official website.
Tax year 6 April 2018 to 5 April 2019 (2018–19)
We must receive your tax return by these dates: Your tax return
Do not use a search website to find HMRC services online.
takeYour
longer.
payment penalty.
tax return through empty (orboxes
3 months after
or write the date
anything the 92% of people who already do it online? It’s easy, secure
elseof this notice if that’s later)
• if you’re filing a return online – by 31 January 2020 return to, 24look
and available hours a on
day and the most
you can also sign up for email
This notice requires you, by law, to make a return of your Most people file online (or 3 months after the date of this notice if that’s later) alerts and online messages to help you manage your tax affairs.
taxable income and capital gains, and any documents Starting your tax return
It’s quick and easy to file online. Get started If your byreturn
typing is late you’ll be charged a £100 penalty. recent To file oncorrespondence
paper, please fill in this form using the following rules:
Signing for
requested, your theform and 6sending
year from April 2018it to
back Before you start to fill it in, look through your tax return to make sure there isIfa your
5 April– you
2019.
section for allisyour
return income and claims
intomore than 3 months late, you’ll be
• enter your figures in whole pounds – ignore the pence
may need somewww.gov.uk/log-in-file-self-assessment-tax-return
Please fill in this section and sign and date the declaration For
at box 22.
separate supplementary pages (see page TR 2 and the Tax Return notes).
charged daily penalties of £10 a day. from • roundus.downIf income
youanddo not
round haveand tax paid,
up expenses
help filling in thisyour
form, gointernet browser addressandbar
to www.gov.uk/taxreturnforms readto
thego directly
notes to our
and helpsheets. it is to your benefit
Deadlines Your
20 If this tax return contains provisional figures, put ‘X’ in personal official website.
details
23 If you’ve signed on behalf of someone else, enter
If you pay late you’ll be charged interest and a late
payment penalty.
any • ifrecent correspondence
a box does not apply, please leave it blank – don’t strike
PleaseWemake must
the box sureyour
receive you sign by these dates:
tax return Your datethe
1
Do– not
capacity.
of birth
use
For
it helps
ayour
search
getexample,
websitereceiver
executor,
tax right
to find HMRC services online.
Your phone number
3
through empty boxes or write anything else
from us then send your
• if you’re using a paper return – by 31 October 2019 DD MM YYYY If you haven’t sent a tax return online before, why not join For
and date the declaration on the 92% of people who already Telephone Starting
do it online? It’s easy,your secure tax return completed
Reference return to:
(or 3 months after the date of this notice if that’s later)
page TR 8 offiling
• 21if you’re your completed
a return online – by 31 January 2020
If you’re enclosing separate supplementary pages,
and available 24 hours a day and youYour
Your
can
tax
alsoyou
Before
return
National 4 sign uptonumber
start
Insurance for
fill itemail
in, lookblank
– leave through
Self Assessment
if theyour tax return to make sure there is a section for all your income and claims
Your name andalertsaddressand – you mayisneed
shownsome separate supplementary pages (see page TR 2 and the Tax Return notes).
(orput3 months
‘X’ in the after
box the date of this notice if that’s later)
2
online
– if it is differentmessages
from what is to help you manage
correct number your tax
above affairs.
tax return before sending it on the24front of this
Enter theform,
namepleaseofwrite
the the correct
person details
you This notice
have signed requires
for For you,inbythis
help filling law, to make
form, a return of your
go to www.gov.uk/taxreturnforms
HM
Most
and read
Revenue
people fileand
the notes
and Customs
online
helpsheets.
If your return is late you’ll be charged a £100 penalty.underneath theTo fileones
wrong onand paper,
put theplease
date youfill in this
changed form income
taxable using the andfollowing
capital gains, rules:
and any documents It’s quick and easy to file online. Get started by typing
to us. If your return is more than 3 months late, you’ll be address below DD MM YYYY
• enter your figures in whole requested, pounds – forYour
ignore personal
the yearthefrom
pence details
6 April 2018 to 5 April 2019. BX9 1AS
www.gov.uk/log-in-file-self-assessment-tax-return into
charged daily penalties of £10 a day. • round down income and round up expenses Youranddate tax paid,
of birth – it helps get your tax right your internet Yourbrowser address bar to go directly to our
phone number
United Kingdom
22 Declaration 1 3
it is to your benefit Deadlines DD MM YYYY official website.
If you pay late you’ll be charged interest and a late
I declare that the information I’ve given on this tax return If you filled in boxes 23 and 24 enter your name
SA100 252019 • if a box does not apply, Page
pleaseTR
We 1 itreceive
leave
must blankyour
– don’t HMRC
strikeby
tax return these 12/18
dates: Do not use a search website to find HMRC services online.
payment
and anypenalty.
supplementary pages is correct and complete to 7002666
– you may need some separate supplementary pages (see page TR 2 and the Tax Return notes).
22 Declaration
For help filling in this form, go to www.gov.uk/taxreturnforms and read the notes and helpsheets.
4 Your National Insurance number – leave blank if the
2 Your name and address – if it is different from what is and any supplementary correct
pages isnumber Your
above personal details
I declare that the information I’ve given on this tax return
25 If you filled in boxes 23 and 24 enter your name
is shown
correct and complete to
the best of my knowledge and belief.
on the front of this form, please write the correct details 1 Your date of birth – it helps get your tax right 3 Your phone number
I understand that I may have to pay financial penalties and
underneath the wrong ones and put the date you changed face prosecution if I give false information. DD MM YYYY
address below DD MM YYYY Signature
26 and your address
Please do not include this information sheet with your tax return.
UTR
NINO Issue address
Employer reference
Date
For
Telephone Reference
9 Additional information
Yes No Number
Some less common kinds of income and tax reliefs, for
example, Married Couple’s Allowance, Life insurance gains,
4 UK property chargeable event gains, Seafarer’s Earnings Deduction
and details of disclosed tax avoidance schemes, should
If you received income from UK property (including rents
be returned on the ‘Additional information’ pages. Do you
and other income from land you own or lease out), read the
need to fill in the ‘Additional information’ pages?
notes to decide if you need to fill in the ‘UK property’ pages.
You may not need to if this income is up to £1,000.
Do you need to fill in the ‘UK property’ pages? Yes No
Yes No
1 Taxed UK interest – the net amount after tax has been 5 Other dividends – the amount received - read the notes
taken off - read the notes
£ • 0 0
£ • 0 0
6 Foreign dividends (up to £2,000) – the amount in sterling
2 Untaxed UK interest – amounts which have not had tax after foreign tax was taken off. Do not include this amount
taken off - read the notes in the ‘Foreign’ pages
£ • 0 0 £ • 0 0
3 Untaxed foreign interest (up to £2,000) – amounts which 7 Tax taken off foreign dividends – the sterling equivalent
have not had tax taken off - read the notes
£ • 0 0
£ • 0 0
£ • 0 0
17 Other taxable income – before expenses and tax 20 Benefit from pre-owned assets - read the notes
taken off
£ • 0 0
£ • 0 0
21 Description of income in boxes 17 and 20 – if there’s
18 Total amount of allowable expenses – read the notes not enough space here please give details in the
‘Any other information’ box, box 19, on page TR 7
£ • 0 0
£ • 0 0
1 Payments to registered pension schemes where basic 3 Payments to your employer’s scheme which were not
rate tax relief will be claimed by your pension provider deducted from your pay before tax – this will be
(called ‘relief at source’). Enter the payments and basic unusual – read the notes
rate tax
£ • 0 0
£ • 0 0
4 Payments to an overseas pension scheme, which is not
1.1 Total of any ‘one-off’ payments in box 1
UK-registered, which are eligible for tax relief and were
£ • 0 0 not deducted from your pay before tax
£ • 0 0
2 Payments to a retirement annuity contract where basic
rate tax relief will not be claimed by your provider
£ • 0 0
Charitable giving
5 Gift Aid payments made in the year to 5 April 2023 9 Value of qualifying shares or securities gifted to charity
£ • 0 0 £ • 0 0
6 Total of any ‘one-off’ payments in box 5 10 Value of qualifying land and buildings gifted to charity
£ • 0 0 £ • 0 0
7 Gift Aid payments made in the year to 5 April 2023 11 Value of qualifying investments gifted to non-UK
but treated as if made in the year to 5 April 2022 charities in boxes 9 and 10
£ • 0 0 £ • 0 0
8 Gift Aid payments made after 5 April 2023 but to 12 Gift Aid payments to non-UK charities in box 5
be treated as if made in the year to 5 April 2023
£ • 0 0
£ • 0 0
SA100 202
2023 Page TR 4
Student Loan and Postgraduate Loan repayments
Please read the notes before filling in boxes 1 to 3.
1 If you’ve received notification from Student Loans 2 If your employer has deducted Student Loan
Company that your repayment of an Income Contingent repayments enter the amount deducted
Loan was due before 6 April 2023, put ‘X’ in the box.
We’ll use your plan and or loan type to calculate
£ • 0 0
amounts due
3 If your employer has deducted Postgraduate Loan
repayments enter the amount deducted
£ • 0 0
1 Enter the total amount of Child Benefit you and your 3 Enter the date that you and your partner
partner got for the year to 5 April 2023 stopped getting all Child Benefit payments
if this was before 6 April 2023
£ • 0 0
DD MM YYYY
£ • 0 0
Marriage Allowance
Please read the notes. If your income for the year ended 5 April 2023 was less than £12,570 you can transfer £1,260
of your Personal Allowance to your spouse or civil partner to reduce the amount of tax they pay if all of the following apply:
• you were married to, or in a civil partnership with, the same person for all or part of the tax year
• you were both born on or after 6 April 1935
• your spouse or civil partner’s income was not taxed at the higher rate
Fill in this section if you want to make the transfer.
1 Your spouse or civil partner’s first name 4 Your spouse or civil partner’s date of birth DD MM YYYY
2 Your spouse or civil partner’s last name 5 Date of marriage or civil partnership DD MM YYYY
£ • 0 0
2 If you owe less than £3,000 for the 2022–23 tax year 3 If you owe tax on savings, casual earnings and/or
(excluding Class 2 NICs) and you send us your paper the High Income Child Benefit Charge for the 2023–24
tax return by 31 October, or 30 December 2023 if you tax year, we’ll try to collect it through your wages or
file online, we’ll try to collect the tax through your pension by adjusting your 2023–24 tax code.
wages or pension by adjusting your 2024–25 tax code. If you do not want us to do this, put ‘X’ in the box
If you do not want us to do this, put ‘X’ in the box - read the notes
- read the notes
4 Name of bank or building society 10 If you’ve entered a nominee’s name in box 5,
put ‘X’ in the box
12 Nominee’s address
6 Branch sort code
— —
7 Account number
13 and postcode
8 Building society reference number
15 Your tax adviser’s name 17 The first line of their address including the postcode
20 If this tax return contains provisional figures, put ‘X’ in 23 If you’ve signed on behalf of someone else, enter
the box the capacity. For example, executor, receiver
21 If you’re enclosing separate supplementary pages, 25 If you filled in boxes 23 and 24 enter your name
put ‘X’ in the box
Signature
Date DD MM YYYY