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Important Information To Include On Your Tax Return Before Sending It To Us
Important Information To Include On Your Tax Return Before Sending It To Us
Date
UTR
HM Revenue and Customs office address
NINO Issue 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. For
Tax Return 2019
www.gov.uk/log-in-file-self-assessment-tax-return into
Telephone
your internet browser address bar to go directly to our Reference
Deadlines official website.
We must receive your tax return by these dates: Your tax return
Do not use a search website to find HMRC services online. Tax year 6 April 2018 to 5 April 2019 (2018–19)
If you do not, we may • if you’re using a paper return – by 31 October 2019
(or 3 months after the date of this notice if that’s later)
If you haven’t
Thissent a taxrequires
notice return online
you,before,
by law,why
to not
makejoina return of your
the 92% of people who already do it online? It’s easy, secure
taxable income and capital gains, and any documents
Most people file online
It’s quick and easy to file online. Get started by typing
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have to send your tax • if you’re filing a return online – by 31 January 2020
(or 3 months after the date of this notice if that’s later)
and available 24 hours a day and you can also sign up for email
NINO
requested, for the year from 6 April 2018 to 5 April 2019.
alerts and online messages to help you manage your tax affairs.
www.gov.uk/log-in-file-self-assessment-tax-return into
Issueyour
address
internet browser address bar to go directly to our
Employer reference
return back to you, and If your return is late you’ll be charged a £100 penalty.
Forthan 3 months late, you’ll be
To file on paper, please fill in this form using the following rules:
• enter yourDeadlines
To Do
official website.
find the address
website to findof the
If your return is more figures in whole pounds – ignore the pence
any Telephone Reference Date not use a search HMRC services online.
repayment due will
charged daily penalties of £10 a day. • round down
Weincome
must and round
receive up expenses
your andbytax
tax return paid, dates:
these
it is to your• benefit If you haven’t sent a tax return online before, why not join
If you pay late you’ll be charged interest and a late
HM
• if Revenue
a box does
if you’re using a paper return – by 31 October 2019
and
not Customs
apply, please office
leave it address
blank – don’t strike office to send your tax
the 92% of people who already do it online? It’s easy, secure
take longer.
payment penalty. (or 3 months after the date of this notice if that’s later)
Your
Signing taxform
your return
and sending it back through empty boxes or write anything else
and available 24 hours a day and you can also sign up for email
(or 3 months after the date of this notice if that’s later) return to, look on the you most
• if you’re filing a return online – by 31 January 2020
alerts and online messages to help manage your tax affairs.
PleaseThis
fill innotice
this section and sign and date the declaration
requires you, by law, to make a return of your at box 22. Most people file online
taxable income and capital gains, and any documents Starting your tax return
It’s quick and easy to file online. Get started
If your return is late you’ll be charged a £100 penalty.
If your
byreturn
typingis more than 3 months late, you’ll be
recent • enter
correspondence
To file on paper, please fill in this form using the following rules:
your figures in whole pounds – ignore the pence
Before you start to fill it in, look through your tax return to make sure there is a section for all your income and claims
If this tax return
20 requested, contains
for the provisional
year from 6 Aprilfigures,
2018 toput ‘X’ in 2019. 23 If you’ve
5 April signed on behalf of someone else, enter
– you may need somewww.gov.uk/log-in-file-self-assessment-tax-return into
the box the
separate supplementary pages (see page TR 2 and the Tax
capacity. For example, executor, receiver
charged
Returndaily penalties of £10 a day.
notes).
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For help filling in thisyour
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notes andpay
you to our
helpsheets.
late you’ll be charged interest and a late
Deadlines Your personal details official website. payment penalty. any• ifthrough
recent correspondence
a box does not apply, please leave it blank – don’t strike
empty boxes or write anything else
PleaseWemake sureyour
must receive you sign by these dates:
tax return Do not use a search
Your date of birth – it helps get your tax right
1
website to find HMRC services
Your phone number
3
online. from us then send your
• if you’re usingseparate
a paper return – by 31 October DD MM YYYY If you haven’t sent a tax return online before, why not join For
and
21 Ifdate
you’re the declaration
enclosing on
supplementary pages, 2019 Starting your tax return
put ‘X’(orin3the
months
box after the date of this notice if that’s later)
the 92% of people who already Telephone do it online? It’s easy, secure completed
Reference return to:
Before you start to fill it in, look through your tax return to make sure there is a section for all your income and claims
page TR 8 offiling
• if you’re your completed
a return online – by 31 January 2020
24 Enter the name of the person you have signed for
and available 24 hours a day and youYour
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and the Tax Return notes).
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from what is to help you manage
correct number isyour
showntaxabove affairs.
(or 3 months after the date of this notice if that’s later)
tax return before sending it on the front of this form, please write the correct details This noticeFor help filling in this form, go to www.gov.uk/taxreturnforms and read the notes and helpsheets.
requires you, by law, to make a return of your
HM
Most Revenue
people file online and Customs
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 and following
capital
Your personal details gains,rules:
and any documents It’s quick and easy to file online. Get started by typing
to22us.
Declaration
If your return is more than 3 months late, you’ll be
address below DD MM YYYY
• enter your figures in whole requested, pounds – for ignore thefrom
the year pence 6 April 2018 to 5 April 2019. BX9 1AS
www.gov.uk/log-in-file-self-assessment-tax-return into
charged
I declare daily
that penalties ofI’ve
the information £10 a day.
given on this tax return • round down income and round up expenses
25 If you filled in boxes 23 and 24 enter your name
Yourand
1 date tax paid,
of birth – it helps get your tax right your internet
3 Yourbrowser
phone number
address bar to go directly to our
and If any
yousupplementary
pay late you’llpages is correctinterest
be charged and complete to
and a late it is to your benefit Deadlines DD MM YYYY United
official Kingdom
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thepayment
best of my knowledge and belief.
SA100 2019• if a box does not apply,
Page TR
please
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.
penalty.
through empty boxes or write• anything
if you’re using
elsea paper return – by 31 October 2019 If you haven’t
4 Yoursent a tax Insurance
National return online before,
number why
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I understand that I may have to pay financial penalties and
(or 3 months
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name dateaddress
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if that’s from
if it is different peoplenumber
who already
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above
face prosecution if I give false information.
• if you’re filing a return
on the online
front of – byplease
this form, 31 January
write the correct details and available 24 hours a day and you can also sign up for email
2020
26 and your address (or 3 months underneath
after thethe
datewrong onesnotice
of this and put if the date
that’s you changed
later) alerts and online messages to help you manage your tax affairs.
Starting
Signature your tax return Signing your form and sending it back address below DD MM YYYY
If your return is late you’ll be charged a £100 penalty. To file on paper, please fill in this form using the following rules:
Please fill in this section and sign and date the declaration at box 22.
Before you start to fill it in, look through your tax return to make sure there is a section for all your income
If your returnand claims
is more than 3 months late, you’ll be • enter your figures in whole pounds – ignore the pence
– you may need some separate supplementary pages 20 (see
If thispage TR contains
tax return 2 and provisional
the Tax figures,
Return putnotes).
‘X’ in charged dailysigned
23 If you’ve penalties of £10
on behalf a day. else, enter
of someone • round down income and round up expenses and tax paid,
the box the capacity. For example, executor, receiver it is to your benefit
For help filling in this form, go to www.gov.uk/taxreturnforms and read the notes and helpsheets.If you pay late you’ll be charged interest and a late
SA100 2019 Page
• if TR
a box 1 HMRC
does not apply, please leave it blank 12/18
– don’t strike
payment penalty.
through empty boxes or write anything else
Your personal details
Date DD MM YYYY Postcode
DD MM YYYY Before you start to fill it in, look through your tax return to make sure there is a section for all your income and claims
22 Declaration
– you may need some separate supplementary pages (see page TR 2 and the Tax Return notes).
I declare that the information I’ve given on this tax return For help
25 If filling in this
you filled form,
in boxes go to
23 and 24 www.gov.uk/taxreturnforms
enter your name and read the notes and helpsheets.
and any supplementary Youris correct
4 pages National Insurance
and complete to number – leave blank if the
2 Your name and address – if it is different from theisbest of my knowledgecorrect
what and belief.
number is shown above Your personal details
I understand that I may have to pay financial penalties and
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
face prosecution if I give false information.
underneath the wrong ones and put the date you changed 26 DD MM
and YYYY
your address
Signature
address below DD MM YYYY
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
2 Payments to a retirement annuity contract where basic UK-registered, which are eligible for tax relief and were
rate tax relief will not be claimed by your provider not deducted from your pay before tax
£ • 0 0 £ • 0 0
Charitable giving
5 Gift Aid payments made in the year to 5 April 2021 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 2021 11 Value of qualifying investments gifted to non-UK
but treated as if made in the year to 5 April 2020 charities in boxes 9 and 10
£ • 0 0 £ • 0 0
8 Gift Aid payments made after 5 April 2021 but to 12 Gift Aid payments to non-UK charities in box 5
be treated as if made in the year to 5 April 2021
£ • 0 0
£ • 0 0
SA100 202
2021 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 2021, 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 2021 stopped getting all Child Benefit payments
if this was before 6 April 2021
£ • 0 0
DD MM YYYY
1 Amount of HMRC coronavirus support scheme 2 Amount of SEISS payments incorrectly claimed
payments (other than SEISS) incorrectly claimed
£ • 0 0
£ • 0 0
Marriage Allowance
Please read the notes. If your income for the year ended 5 April 2021 was less than £12,500 you can transfer £1,250
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 2020–21 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 2021–22
tax return by 31 October, or 30 December 2021 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 2021–22 tax code.
wages or pension by adjusting your 2022–23 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
25 If you filled in boxes 23 and 24 enter your name
21 If you’re enclosing separate supplementary pages,
put ‘X’ in the box
Signature
Date DD MM YYYY