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EFIS 16, April 2004 : Inheritance Tax / Inland Revenue

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The forms listed below have all been amended in respect of tax returns to be submitted for the financial year 5th April 2003 to 6th April 2004. All forms can be used immediately upon receipt.

Practitioners are referred to the Self-Assessment Tax Return Guide, which the Inland Revenue has published as a guide to both Inland Revenue staff and professionals working in this area. For any further information, customers should contact the Inland Revenue on 0845-9000444.

The forms will self-total figures where the notes indicate. This 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'.

If you have any comments/requests regarding automating forms, please email to the following address: kim.williams@oyezstraker.co.uk.

The forms to be used by a partnership are titled SA*_. SA800 is the main form, supplemented by SA801 to
SA804, as appropriate.

The forms titled SA9_ concern trust estates. SA900 is the main form, supplemented by the other forms SA901 to SA907, as appropriate.

Finally, we have made some macro enhancements to the IHT200 forms and enclose them for immediate use.

Forms affected

IHT200(No_Worksheet) Inland Revenue Account for Inheritance tax without Worksheet New/Amended
IHT200(All) Inland Revenue Account for Inheritance Tax - 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 Lloyd's Underwriters: Income from membership of Lloyd's New/Amended
SA101(WAM) Self Assessment The National Assembly (Supplementary Page) New/Amended
SA101(MP) Self Assessment - Parliament New/Amended
SA100 Self Assessment Tax Return 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) 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
IHT200 Inland Revenue Account for Inheritance tax with Worksheet 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.