If you use assistive technology (such as a screen reader) and need a
version of this document in a more accessible format, please email firstname.lastname@example.org.
Please tell us what format you need. It will help us if you say what assistive technology you use.
Use the SA402 to register a partner who is not 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
fill in form on-screen, print and post to HMRC
To use the online service, you need a Government Gateway user ID and password. If you do not have a user ID you can create one when you use the service.
Fill in the form fully before you print it as you cannot save a partly completed form so you should gather all your information together before you start to fill it in
If you have 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, for example Internet Explorer 8, you’ll need to update it or use a different browser. Find out more about browsers.
HMRC is creating new versions of their forms that do not depend on Adobe Reader. While this work is in progress, the following methods can be used to make sure 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 does not open, for further advice contact the Online Services helpdesks.