Form Sa 100 – Fill Out and Use This PDF

The SA100 form is a crucial document for UK taxpayers, serving as the primary tax return for individuals reporting their income and capital gains to HM Revenue and Customs (HMRC) for a specific tax year. It requires detailed information, including a 10-digit Unique Taxpayer Reference (UTR), National Insurance number (NINO), and employer reference if applicable. Individuals are compelled by law to accurately report their taxable income and capital gains, alongside any supplementary documents requested for the period from 6 April 2018 to 5 April 2019, and beyond for each corresponding tax year. To ensure compliance and avoid potential financial penalties, click the button below to begin filling out your SA100 form.

Get Form Now Download PDF

Form Sa 100 PDF Details

Filing a tax return can often seem like navigating a complex labyrinth, especially for those encountering the SA100 form. This document is an essential piece of the puzzle for many taxpayers in the United Kingdom, serving as the primary means to report their annual income and capital gains to HM Revenue and Customs (HMRC). One of the first steps requires individuals to gather significant identification numbers, such as their 10-digit Unique Taxpayer Reference (UTR), National Insurance number (NINO), and, if applicable, their employer reference. These details are critical in ensuring the tax return is correctly associated with the taxpayer's record. Additionally, the form mandates the inclusion of personal and income details, accommodating various sources, including employment, self-employment, and income from property or investments. Deadlines are stringent, illustrating the importance of timely submission to avoid penalties. Moreover, digital submission has become the preferred method for many, reflecting a shift towards more efficient, secure processing. The form also encompasses sections for less common income types and reliefs, highlighting the comprehensive nature of the document. As each section of the SA100 form is carefully designed to capture the full scope of a taxpayer's financial landscape, it becomes a crucial tool in the self-assessment process, aiming to ensure individuals pay the correct amount of tax.

Question	Answer
Form Name	Form Sa 100
Form Length	10 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	2 min 30 sec
Other names	form sa100 tax, sa100 hmrc form, united kingdom hmrc sa100 tax, uk hmrc sa100 tax

Form Preview Example

Important information to include on your tax return before sending it to us.

Please make sure you include your:

•10-digit Unique Taxpayer Reference (UTR)

•National Insurance number (NINO)

•employer reference (if you

have one) before printing your tax return.

UTR

NINO

Employer reference

Date

HM Revenue and Customs offic

Tax return – page TR 1

UTR

NINOIssue address

Employer reference

Date

HM Revenue and Customs office address

	For
Telephone	Reference

Your tax return

Please make sure you enter your full name and address in the ‘Issue address’ box below before printing your tax return.

Tax year 6 April 2018 to 5 April 2019 (2018

Issue address

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

For

If you do not, we may have to send your tax return back to you, and any repayment due will take longer.

Please make sure you sign and date the declaration on page TR 8 of your completed tax return before sending it to us.

I declare that the information I’ve given on this tax and any supplementary pages is correct and comple the best of my knowledge and belief.

I understand that I may have to pay ﬁnancial penal face prosecution if I give false information.

UTR

NINO

Employer reference

Date

HM Revenue and Customs office address

Telephone

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 2018 to 5 April 2019

To find the address of the office to send your tax return to, look on the most recent correspondence from us. If you do not have any recent correspondence from us then send your completed return to:

Self Assessment

HM Revenue and Customs BX9 1AS

United Kingdom

Signature

Date DD MM YYYY



	Declaration
22	Declaration
	I declare that the information I’ve given on this tax return		If you ﬁlled in boxes 23 and 24 enter your name
		25	If you ﬁlled in boxes 23 and 24 enter your name
	and any supplementary pages is correct and complete to
	the best of my knowledge and belief.
	I understand that I may have to pay ﬁnancial penalties and
	face prosecution if I give false information.
			and your address
	Signature	26	and your address
	Signature

Date DD MM YYYY

Postcode

Tax return – page TR 8

Please do not include this information sheet with your tax return.

SA100 2020

TAX RETURN: INFORMATION SHEET

HMRC 12/19

UTR

NINO

Employer reference

Date

HM Revenue and Customs office address

Telephone

Tax Return 2020

Tax year 6 April 2019 to 5 April 2020 (2019–20)

Issue address

For

Reference

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 2019 to 5 April 2020.

Deadlines

We must receive your tax return by these dates:

•if you’re using a paper return – by 31 October 2020 (or 3 months after the date of this notice if that’s later)

•if you’re filing a return online – by 31 January 2021 (or 3 months after the date of this notice if that’s later)

If your return is late you’ll be charged a £100 penalty. If your return is more than 3 months late, you’ll be charged daily penalties of £10 a day.

If you pay late you’ll be charged interest and a late payment penalty.

Most people file online

It’s quick and easy to file online. Get started by typing www.gov.uk/log-in-file-self-assessment-tax-return into your internet browser address bar to go directly to our official website.

Do not use a search website to find HMRC services online. If you have not sent a tax return online before, why not join the 92% of people who already do it online? It’s easy, secure and available 24 hours a day and you can also sign up for email alerts and online messages to help you manage your tax affairs.

To file on paper, please fill in this form using the following rules:

•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 the Tax Return notes). For help filling in this form, go to www.gov.uk/taxreturnforms and read the notes and helpsheets.

Your personal details

Your date of birth – it helps get your tax right

Your phone number

DD MM YYYY

Your National Insurance number – leave blank if the

Your name and address – if it is different from what is

correct number is shown above

on the front of this form, please write the correct details

underneath the wrong ones and put the date you changed

address below DD MM YYYY

SA100 2020

PAGE TR 1

HMRC 12/19

What makes up your tax return

To make a complete return of your taxable income and gains for the year to 5 April 2020 you may need to complete some separate supplementary pages. Answer the following questions by putting ‘X’ in the ‘Yes’ or ‘No’ box.

1Employment

Were you an employee, director, office holder or agency worker in the year to 5 April 2020? Please read the notes before answering. Fill in a separate ‘Employment’ page for each employment, directorship and so on. On each ‘Employment’ page you complete, enter any other payments, expenses or benefits related to that employment. Say how many ‘Employment’ pages you are completing in the ‘Number’ box below.

Yes No Number

2Self-employment

If you worked for yourself (on your ‘own account’ or in self-employment) in the year to 5 April 2020, read the notes to decide if you need to fill in the ‘Self-employment’ pages. You may not need to if this income is up to £1,000.

Do you need to fill in the ‘Self-employment’ pages?

Fill in a separate ‘Self-employment’ page for each business.

On each ‘Self-employment’ page you complete, enter any payments or expenses related to that business. Say how many businesses you had in the ‘Number’ box below.

(Answer ‘Yes’ if you were a ‘Name’ at Lloyd’s.)

Yes

Number

3Partnership

Were you in a partnership? Fill in a separate ‘Partnership’ page for each partnership you were a partner in and say how many partnerships you had in the ‘Number’ box below.

Yes No Number

4UK property

If you received income from UK property (including rents and other income from land you own or lease out), read the 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

5Foreign

If you:

•were entitled to any foreign income

•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

read the notes to decide if you need to fill in the ‘Foreign’ pages. You may not need to if your only foreign income was from land and property abroad up to £1,000.

Do you need to fill in the ‘Foreign’ pages?

6Trusts 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? This does not include cash lump sums/transfer of assets, otherwise known as capital distributions, received under a will.

Yes No

7Capital gains summary

If you sold or disposed of any assets (for example, stocks, shares, land and property, a business), or had any chargeable gains, read the notes to decide if you have to fill in the ‘Capital gains summary’ page. If you do,

you must also provide separate computations.

Do you need to fill in the ‘Capital gains summary’ page and provide computations?

Yes		No		Computation(s) provided

8Residence, remittance basis etc

Were you, for all or part of the year to 5 April 2020, one or more of the following:

•not resident

•not domiciled in the UK and claiming the remittance basis

•dual resident in the UK and another country?

Yes No

9Additional information

Some less common kinds of income and tax reliefs, for example Married Couple’s Allowance, Life insurance gains, chargeable event gains, Seafarer’s Earnings Deduction and details of disclosed tax avoidance schemes, should be returned on the ‘Additional information’ pages. Do you need to fill in the ‘Additional information’ pages?

Yes No

If you need more pages

If you answered ‘Yes’ to any of questions 1 to 9, please check to see if within this return, there’s a page dealing with that kind of income or gain.

If there’s not, you’ll need separate supplementary pages. Do you need to get and fill in separate supplementary pages?

Yes No

If ‘Yes’, go to www.gov.uk/taxreturnforms to download them.

Yes

SA100 2020

PAGE TR 2

Income

Interest and dividends from UK banks and building societies

	Taxed UK interest – the net amount after tax has been								Other dividends – the amount received - read the notes
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
	taken off - read the notes								£				•	0	0
									£				•	0	0
	£				•	0	0
	£				•	0	0
								6	Foreign dividends (up to £300) – the amount in sterling
	Untaxed UK interest – amounts which have not had tax							6	Foreign dividends (up to £300) – 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
	Untaxed foreign interest (up to £2,000) – amounts which								Tax taken off foreign dividends – the sterling equivalent
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
	have not had tax taken off - read the notes								£	•	0	0
									£	•	0	0
	£	•	0	0
	£	•	0	0
	Dividends from UK companies – the amount received
4	Dividends from UK companies – the amount received
	- read the notes

	£				•	0	0

UK pensions, annuities and other state benefits received

State Pension – amount you were entitled to receive in the year, not the weekly or 4-weekly amount - read the notes

•

State Pension lump sum – the gross amount of any lump sum - read the notes

£	•	0	0
Tax taken off box 9

£	•	0	0

Pensions (other than State Pension), retirement annuities and taxable lump sums treated as pensions

– the gross amount. Tax taken off goes in box 12

•

12Tax taken off box 11

£	•	0	0

13Taxable Incapacity Benefit and contribution-based Employment and Support Allowance - read the notes

•

14Tax taken off Incapacity Benefit in box 13

•

15Jobseeker’s Allowance

•

16Total of any other taxable State Pensions and benefits

•

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.

	Other taxable income – before expenses and tax					Benefit from pre-owned assets - read the notes
17	Other taxable income – before expenses and tax				20	Benefit from pre-owned assets - read the notes
	taken off
	taken off					£	•	0	0
						£	•	0	0
	£	•	0	0
	£	•	0	0
					21	Description of income in boxes 17 and 20 – if there’s
	Total amount of allowable expenses – read the notes				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		‘Any other information’ box, box 19, on page TR 7
	£	•	0	0

	Any tax taken off box 17
19	Any tax taken off box 17

	£	•	0	0

SA100 2020

PAGE TR 3

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. If your contributions and other pension inputs are more than the Annual Allowance, you should also fill in boxes 10, 11 and 12 on page Ai 4 of the ‘Additional information‘ pages.

	Payments to registered pension schemes where basic					Payments to your employer’s scheme which were not
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
	rate tax					£	•	0	0
						£	•	0	0
	£	•	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

	Gift Aid payments made in the year to 5 April 2020					Value of qualifying shares or securities gifted to charity
5	Gift Aid payments made in the year to 5 April 2020				9	Value of qualifying shares or securities gifted to charity

	£	•	0	0		£	•	0	0
	Total of any ‘one-off’ payments in box 5					Value of qualifying land and buildings gifted to charity
6	Total of any ‘one-off’ payments in box 5				10	Value of qualifying land and buildings gifted to charity

	£	•	0	0		£	•	0	0
	Gift Aid payments made in the year to 5 April 2020					Value of qualifying investments gifted to non-UK
7	Gift Aid payments made in the year to 5 April 2020				11	Value of qualifying investments gifted to non-UK
	but treated as if made in the year to 5 April 2019					charities in boxes 9 and 10

	£	•	0	0		£	•	0	0
	Gift Aid payments made after 5 April 2020 but to be					Gift Aid payments to non-UK charities in box 5
8	Gift Aid payments made after 5 April 2020 but to be				12	Gift Aid payments to non-UK charities in box 5
	treated as if made in the year to 5 April 2020
	treated as if made in the year to 5 April 2020					£	•	0	0
						£	•	0	0
	£	•	0	0
	£	•	0	0

Blind Person’s Allowance

	If you’re registered blind, or severely sight impaired,					If you want your spouse’s, or civil partner’s, surplus
13	If you’re registered blind, or severely sight impaired,				15	If you want your spouse’s, or civil partner’s, surplus
	and your name is on a local authority or other register,					allowance, put ‘X’ in the box
	put ‘X’ in the box
	put ‘X’ in the box


						If you want your spouse, or civil partner, to have your

					16
14	Enter the name of the local authority or other register					surplus allowance, put ‘X’ in the box

Other less common reliefs are on the ‘Additional information’ pages.

SA100 2020

PAGE TR 4

Student Loan and Postgraduate Loan repayments

Please read the notes before filling in boxes 1 to 3.

	If you’ve received notification from Student Loans		If your employer has deducted Student Loan
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 2020, put ‘X’ in the box.
	Loan was due before 6 April 2020, put ‘X’ in the box.		£	•	0	0
	We’ll use your plan and or loan type to calculate		£	•	0	0
	We’ll use your plan and or loan type to calculate
	amounts due
		3	If your employer has deducted Postgraduate Loan
		3	If your employer has deducted Postgraduate Loan
			repayments enter the amount deducted

			£	•	0	0

High Income Child Benefit Charge

Fill in this section if all of the following apply:

•your income was over £50,000

•you or your partner (if you have one) got Child Benefit (this also applies if someone else claims Child Benefit for a child who lives with you and pays you or your partner for the child’s upkeep)

•couples only – your income was higher than your partner’s

Please read the notes. Use the calculator at www.gov.uk/child-benefit-tax-calculator to help you work out the Child Benefit payments you received.

If you have to pay this charge for the 2020–21 tax year and you do not want us to use your 2020–21 PAYE tax code to collect that tax during the year, put ‘X’ in box 3 on page TR 6.

Enter the total amount of Child Benefit you and your

Enter the date that you and your partner

partner got for the year to 5 April 2020

stopped getting all Child Benefit payments

if this was before 6 April 2020

•

DD MM YYYY

Enter the number of children you and your partner

got Child Benefit for on 5 April 2020

Marriage Allowance

Please read the notes. If your income for the year ended 5 April 2020 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:

Your spouse or civil partner’s first name

Your spouse or civil partner’s date of birth DD MM YYYY

Your spouse or civil partner’s last name

Date of marriage or civil partnership DD MM YYYY

Your spouse or civil partner’s National Insurance number

SA100 2020

PAGE TR 5

Finishing your tax return

Calculating your tax – if we receive this paper tax return by 31 October 2020 or if you file online, we’ll do the calculation for you and tell you how much you have to pay (or what your repayment will be) before 31 January 2021. We’ll add the amount due to your Self Assessment Statement, together with any other amounts due.

Do not enter payments on account, or other payments you have made towards the amounts due, on your

tax return. We’ll deduct these on your Self Assessment Statement. 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

If you’ve had any 2019–20 Income Tax refunded or set off by us or Jobcentre Plus, enter the amount - read the notes

•

If you have not paid enough tax

We recommend you pay any tax due electronically. Read the notes.

If you owe less than £3,000 for the 2019–20 tax year (excluding Class 2 NICs) and you send us your paper tax return by 31 October, or 30 December 2020 if you file online, we’ll try to collect the tax through your wages or pension by adjusting your 2021–22 tax code. If you do not want us to do this, put ‘X’ in the box

- read the notes

If you owe tax on savings, casual earnings and/or the High Income Child Benefit Charge for the 2020–21 tax year, we’ll try to collect it through your wages or pension by adjusting your 2020–21 tax code.

If you do not want us to do this, put ‘X’ in the box - read the notes

If you have paid too much tax

To claim a repayment, fill in boxes 4 to 14 below. If you paid your tax by credit or debit card, we’ll always try to repay back to your card first before making any repayment as requested by you below. Please allow up to 4 weeks for any repayment to reach you before contacting us.

	Name of bank or building society				If you’ve entered a nominee’s name in box 5,
4	Name of bank or building society			10	If you’ve entered a nominee’s name in box 5,
					put ‘X’ in the box
					put ‘X’ in the box


	Name of account holder (or nominee)
5	Name of account holder (or nominee)
				11	If your nominee is your tax adviser, put ‘X’ in the box
				11	If your nominee is your tax adviser, put ‘X’ in the box



					Nominee’s address

	Branch sort code			12
6				12
6
		—	—
		—	—

	Account number
7	Account number


					and postcode
				13
	Building society reference number			13
8
8



				14	To authorise your nominee to receive any repayment,
				14	To authorise your nominee to receive any repayment,
9	If you do not have a bank or building society account,				you must sign in the box. A photocopy of your
	or if you want us to send a cheque to you or to your				signature will not do
	nominee, put ‘X’ in the box

SA100 2020

PAGE TR 6

Your tax adviser, if you have one

This section is optional. Please read the notes about authorising your tax adviser.

Your tax adviser’s name

The first line of their address including the postcode

Their phone number

Postcode

The reference your adviser uses for you

Any other information

Please give any other information in this space

SA100 2020

PAGE TR 7

Signing your form and sending it back

Please fill in this section and sign and date the declaration at box 22.

If this tax return contains provisional figures, put ‘X’ in

If you’ve signed on behalf of someone else, enter

the box

the capacity. For example, executor, receiver

If you’re enclosing separate supplementary pages,

put ‘X’ in the box

Enter the name of the person you have signed for

Declaration

I declare that the information I’ve given on this tax return

If you filled in boxes 23 and 24 enter your name

and any supplementary pages is correct and complete to

the best of my knowledge and belief.

I understand that I may have to pay financial penalties

and face prosecution if I give false information.

and your address

Signature

Date DD MM YYYY

Postcode

SA100 2020

PAGE TR 8

How to Edit Form Sa 100 Online for Free

When you wish to fill out self assessment tax return form, it's not necessary to download and install any sort of applications - simply make use of our online tool. FormsPal development team is relentlessly endeavoring to develop the tool and help it become even easier for people with its extensive features. Unlock an endlessly revolutionary experience today - explore and find new opportunities along the way! For anyone who is seeking to get going, here's what it's going to take:

Step 1: Hit the "Get Form" button above. It'll open our pdf editor so that you can start completing your form.

Step 2: Once you open the file editor, you'll notice the form ready to be filled in. In addition to filling out different fields, you might also perform several other actions with the file, specifically adding custom words, modifying the initial text, adding graphics, affixing your signature to the form, and more.

It will be easy to complete the form with this helpful guide! This is what you need to do:

1. When filling out the self assessment tax return form, be sure to complete all of the essential blank fields in its associated section. This will help to facilitate the process, allowing your information to be processed swiftly and correctly.

2. Once the last section is done, it is time to insert the essential specifics in Your date of birth it helps get, Your phone number, DD MM YYYY, Your name and address if it is, correct number is shown above, Your National Insurance number, on the front of this form please, underneath the wrong ones and put, address below DD MM YYYY, Page TR, and HMRC so you can progress further.

3. This third step is considered rather straightforward, Were you an employee director, Did you receive or are you treated, Yes, Yes, Number, Capital Gains Tax summary, Selfemployment, If you worked for yourself on your, Do you need to fill in the, Fill in a separate Selfemployment, On each Selfemployment page you, Yes, Number, Partnership, and If you sold or disposed of any - all these empty fields must be completed here.

Guidelines on how to fill in sa100 stage 3

It's simple to get it wrong while filling in the Capital Gains Tax summary, for that reason be sure to look again before you finalize the form.

4. This next section requires some additional information. Ensure you complete all the necessary fields - If you received income from UK, Yes, Foreign, If you were entitled to any, income or a capital payment or, want to claim relief for foreign, Do you need to fill in the Foreign, Yes, Some less common kinds of income, Yes, If you need more pages If you, Yes, If Yes go to, and Page TR - to proceed further in your process!

If you received income from UK, Some less common kinds of income, and Yes of sa100

5. The pdf has to be finished by dealing with this part. Below there can be found a detailed list of fields that need specific information in order for your form usage to be faultless: Taxed UK interest the net amount, Other dividends the amount, taken off read the notes, Untaxed UK interest amounts, after foreign tax was taken off Do, taken off read the notes, in the Foreign pages, Foreign dividends up to the, Untaxed foreign interest up to, Tax taken off foreign dividends, have not had tax taken off read, Dividends from UK companies the, read the notes, UK pensions annuities and other, and State Pension amount you were.

sa100 conclusion process outlined (portion 5)

Step 3: Prior to submitting this form, double-check that all blanks have been filled in the proper way. Once you establish that it is fine, press “Done." Right after setting up afree trial account with us, it will be possible to download self assessment tax return form or send it via email at once. The document will also be readily accessible through your personal cabinet with all of your changes. FormsPal provides safe form completion with no personal information record-keeping or distributing. Feel at ease knowing that your information is in good hands here!

Form Sa 100 – Fill Out and Use This PDF

Form Sa 100 PDF Details

Form Preview Example

How to Edit Form Sa 100 Online for Free

Form Sa 100 isn’t the one you’re looking for?

Related Documents