Personal tax – form

Self Assessment: register a partner for Self Assessment if they're not an individual (SA402)

Use the online forms service or the postal form to register a partner who isn't an individual for Self Assessment, for example a company or trust.

Documents

Online form service

Print and post form (SA402)

Print and fill in by hand (PDF version)

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Detail

Use the SA402 to register a partner who isn’t an individual for Self Assessment. The person responsible for the partner, for example the trustee or company secretary, should sign the form.

To register you can:

  • use the online service (you’ll need to log in to your tax account)
  • fill in form on-screen, print and post to HM Revenue and Customs

Fill in the form fully before you print it as you can’t save a partly completed form so you should gather all your information together before you start to fill it in

If you’ve problems opening the online forms you can use the PDF version, you’ll have to print this and fill it in by hand before posting it to HMRC.

Before you start

If you’re using an older browser, eg Internet Explorer 8, you’ll need to update it or use a different browser. Find out more about browsers.

HMRC are creating new versions of their forms that don’t depend on Adobe Reader. Whilst this work is in progress the following methods can be used to ensure the form will download or open in Adobe Reader:

  • Windows users should right click on the form link then select ‘Save target as’ or ‘Save link as’
  • Mac users should right click on the form link then select “Save linked file as”
  • save the form - the recommended place is in the documents folder
  • using Adobe Reader you can open the form

If you are using a browser other than Internet Explorer you can review your settings to make Adobe Reader the default program for opening PDF documents. If the form still doesn’t open, for further advice contact the Online Services helpdesks.

64-8: Authorising your agent