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SA Tax Return 2011
Tax Return 2011
Tax year 6 April 2010 to 5 April 2011
UT
Taxreference
Employerreference
I s sueaddress
Date
HevenueCustomsofficeaddress
Telephone
For
eference
Your tax return
This notice requires you, by law, to make a return of your
taxable income and capital gains, and any documents
requested, for the year from 6 April 2010 to 5 April 2011.
How to file your return
To file online, go to www.hmrc.gov.uk/online
To file on paper, please fill in this form using the rules below.
Deadlines
We must receive your tax return by these dates:
• if you are using a paper return – by 31 October 2011,
(or 3 months after the date of this notice if that’s later), or
• if you are filing a return online – by 31 January 2012,
(or 3 months after the date of this notice if that’s later).
Use black ink and capital letters
Cross out any mistakes
and write the correct
information below
Name of bank or building society
8
State Pension lump sum
ANY BANK
£
2 4 3 5 0
¢
0 0
4 9
9
Tax taken off box 8
Please round up tax paid:
£4,700.21 would be £4701
£
4 7 0 1
¢
0 0
If your return is late you will be charged a £100 penalty . If
your return is more than 3 months late, you will be charged
daily penalties of £10 a day.
If you pay late you will be charged interest and a late
payment penalty.
10
Pensions (other than State Pension), retirement annuities
a
• Enter your figures in whole pounds – ignore the pence.
Round down income and round up expenses and tax paid
– it is to your benefit.
• If a box does not apply, please leave it blank – do not strike
through empty boxes or write anything else.
Starting your tax return
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 – you may
need some separate supplementary pages (see page TR 2 and pages TRG 2 to 6 of the tax return guide). If you need help please
use the tax return guide, phone the number shown above or 0845 9000 444 , or go to www.hmrc.gov.uk/sa
Your personal details
1
Your date of birth – it helps get your tax right DD MM YYYY
3
Your phone number
2
Your name and address – if it is different from what is on
the front of this form. Please write the correct details
underneath the wrong ones, and put ‘X’ in the box
4
Your National Insurance number – leave blank if the correct
number is shown above
SA100 2011
Tax return: Page TR 1
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What makes up your tax return
To make a complete return of your taxable income and gains for the year to 5 April 2011 you may need to complete some
separate supplementary pages . Answer the following questions by putting 'X' in the 'Yes' or 'No' box.
1
Employment
If you were an employee, director, office holder or agency
worker in the year to 5 April 2011, do you need to complete
Employment pages? Please read page TRG 3 of the tax
return guide before answering.
Fill in a separate Employment page for each employment,
directorship etc., for which you need to complete an
Employment page and say how many sets of pages you
are completing.
6
Trusts etc.
Did you receive, or are you treated as having received,
income from a trust, settlement or the residue of a
deceased person’s estate?
Yes
No
7
Capital gains summary
If you disposed of any chargeable assets (including, for
example, stocks, shares, units in a unit trust, land and
property, goodwill in a business), or had any chargeable
gains, or you wish to claim an allowable loss or make any
other claim or election, read page TRG 5 of the guide to
decide if you have to fill in the Capital gains summary page.
Do you need to fill in the Capital gains summary page?
Yes
No
Number
2
Self-employment
Did you work for yourself (on your ‘own account' or in
self-employment) in the year to 5 April 2011? (Answer
‘Yes' if you were a ‘Name' at Lloyd’s.) Fill in a separate
Self-employment page for each business and say how many
sets of pages you are completing.
Yes
No
8
Residence, remittance basis etc.
Were you, for all or part of the year to 5 April 2011, one or
more of the following – not resident, not ordinarily resident
or not domiciled in the UK and claiming the remittance
basis; or dual resident in the UK and another country?
Yes
No
Number
3
Partnership
Were you in partnership? Fill in a separate Partnership page
for each partnership you were a partner in and say how
many sets of pages you are completing.
Yes
No
Yes
No
Number
9
Supplementary pages
If you answered ‘Yes' to any of questions 1 to 8, please
check to see if, within this return , there is a page dealing
with that kind of income etc. If there is not, you will need
separate supplementary pages. Do you need to get and fill
in extra loose supplementary pages?
4
UK property
Did you receive any income from UK property (including
rents and other income from land you own or lease out)?
Yes
No
5
Foreign
If you:
• were entitled to any foreign income, or income gains
• have, or could have, received (directly or indirectly)
income, or a capital payment or benefit from a
person abroad as a result of any transfer of assets
• want to claim relief for foreign tax paid
please read the notes on page TRG 4 to decide if you
have to fill in the Foreign pages.
Do you need to fill in the Foreign pages?
Yes No
If ‘Yes', you can go to www.hmrc.gov.uk to download them,
or phone 0845 9000 404 and ask us for the relevant page.
Some less common kinds of income and tax reliefs (not
covered by questions 1 to 8), and details of disclosed tax
avoidance schemes, should be returned on the Additional
information pages enclosed in the tax return pack. Do you
need to fill in the Additional information pages?
Yes
No
Yes
No
Student Loan repayments
Please read page TRG 6 of the tax return guide before filling in boxes 1 and 2.
1
If you have received notification from the Student Loans
Company that repayment of an Income Contingent Student
Loan began before 6 April 2011, put ‘X' in the box
2
If your employer has deducted Student Loan repayments
enter the amount deducted
£
•
0 0
Tax return: Page TR 2
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Income
Interest and dividends from UK banks, building societies etc.
1
Taxed UK interest etc. – the net amount after tax has been
taken off (see notes)
4
Other dividends – do not include the tax credit (see notes)
£
•
0 0
£
•
0 0
5
Foreign dividends (up to £300) – the amount in sterling
after foreign tax was taken off. Do not include this
amount in the Foreign pages
2
Untaxed UK interest etc. – amounts which have not been
taxed (see notes)
£
•
0 0
£
•
0 0
3
Dividends from UK companies – do not include the
tax credit (see notes)
6
Tax taken off foreign dividends – the sterling equivalent
£
•
0 0
£
•
0 0
UK pensions, annuities and other state benefits received
7
State Pension – the amount due for the year (see notes)
11
Tax taken off box 10
£
•
0 0
£
•
0 0
8
State Pension lump sum
12
Taxable Incapacity Benefit and contribution-based
Employment and Support Allowance – see notes
£
•
0 0
£
•
0 0
9
Tax taken off box 8
£
•
0 0
13
Tax taken off Incapacity Benefit in box 12
£
•
0 0
10
Pensions (other than State Pension), retirement annuities
and taxable triviality payments – give details of the payers,
amounts paid and tax deducted in the 'Any other
information' box, box 19, on page TR 6
14
Jobseeker’s Allowance
£
•
0 0
£
•
0 0
15
Total of any other taxable State Pensions and benefits
£
•
0 0
Other UK income not included on supplementary pages
Do not use this section for income that should be returned on supplementary pages. Share schemes, gilts, stock dividends,
life insurance gains and certain other kinds of income go on the Additional information pages in the tax return pack.
16
Other taxable income – before expenses and tax
taken off
19
Benefit from pre-owned assets – read page TRG 15 of the guide
£
•
0 0
£
•
0 0
20
Description of income in boxes 16 and 19 – if there is not
enough space here please give details in the 'Any other
information' box, box 19, on page TR 6
17
Total amount of allowable expenses – read page TRG 14 of
the tax return guide
£
•
0 0
18
Any tax taken off box 16
£
•
0 0
Tax return: Page TR 3
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Tax reliefs
Paying into registered pension schemes and overseas pension schemes
Do not include payments you make to your employer's pension scheme which are deducted from your pay before tax or
payments made by your employer.
1
Payments to registered pension schemes where basic rate
tax relief will be claimed by your pension provider (called
‘relief at source’). Enter the payments and basic rate tax
3
Payments to your employer's scheme which were not
deducted from your pay before tax
£
•
0 0
£
•
0 0
4
Payments to an overseas pension scheme which is not
UK-registered which are eligible for tax relief and were not
deducted from your pay before tax
2
Payments to a retirement annuity contract where basic rate
tax relief will not be claimed by your provider
£
•
0 0
£
•
0 0
Charitable giving
5
Gift Aid payments made in the year to 5 April 2011
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 2011 but
treated as if made in the year to 5 April 2010
11
Value of qualifying investments gifted to non-UK charities
in boxes 9 and 10
£
•
0 0
£
•
0 0
8
Gift Aid payments made after 5 April 2011 but to be
treated as if made in the year to 5 April 2011
12
Gift Aid payments to non-UK charities in box 5
£
•
0 0
£
•
0 0
Blind Person's Allowance
13
If you are registered blind on a local authority or other
register, put 'X' in the box
15
If you want your spouse's, or civil partner's, surplus
allowance, put 'X' in the box
14
Enter the name of the local authority or other register
16
If you want your spouse, or civil partner, to have your
surplus allowance, put 'X' in the box
Other less common reliefs are on the Additional information pages enclosed in the tax return pack.
Service companies
1
If you provided your services through a service company (a company which provides your personal services to third parties), enter
the total of the dividends (including the tax credit) and salary (before tax was taken off) you withdrew from the company in the
tax year – read page TRG 21 of the guide
£
•
0 0
Tax return: Page TR 4
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Finishing your tax return
Calculating your tax – if we receive your tax return by 31 October 2011, or if you file online, we will do the calculation for
you and tell you how much you have to pay (or what your repayment will be) before 31 January 2012.
But if you want to calculate your tax ask us for the Tax calculation summary pages and notes . The notes will help you work
out any tax due or repayable, and if payments on account are necessary.
Tax refunded or set off
1
If you have had any 2010–11 Income Tax refunded or set off by us or Jobcentre Plus, enter the amount
£
•
0 0
If you have not paid enough tax
Use the payslip at the foot of your next statement (or reminder) from us to pay any tax due.
2
If you owe tax for 2010–11 and have a PAYE tax code, we
will try to collect the tax due (if less than £2,000) through
your tax code for 2012–13, unless you put ‘X’ in the box
– read page TRG 22 of the guide
3
If you are likely to owe tax for 2011–12 on income other
than employed earnings or pensions, and you do not want us
to use your 2011–12 PAYE tax code to collect that tax during
the year, put ‘X’ in the box – read page TRG 22 of the guide
If you have paid too much tax
We will repay direct to your bank or building society account – this is the safest and quickest method. Tell us where you would like
us to make any repayment by filling in boxes 4 to 14.
If you would like us to send some, or all, of your repayment to charity please use the Giving your tax repayment to charity form in
your tax return pack.
4
Name of bank or building society
10
If you have entered a nominee's name in box 5, put ‘X'
in the box
11
If your nominee is your tax adviser, put ‘X' in the box
5
Name of account holder (or nominee)
12
Nominee's address
6
Branch sort code
—
—
7
Account number
13
and postcode
8
Building society reference number
14
To authorise your nominee to receive any repayment,
you must sign in the box. A photocopy of your signature
will not do
9
If you do not have a bank or building society account,
or if you want us to send a cheque to you or to your
nominee, put ‘X' in the box
Tax return: Page TR 5
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