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EFIS 21, May 2007 : 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 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.