SAM122031 - Returns: partnership return details: partnership detail changes (Action Guide)
Where corrections are made to the entries on the front of the form, follow steps 1 - 4 below.
For details of how to access any of the SA functions, select ‘Index Of Functions’ on the left of the screen.
1. Use function AMEND TAXPAYER NAME AND ADDRESS to
- Amend the name and / or base address
You may be presented with function CASE AVAILABLE FOR TRANSFER
- Make a note of the proposed new responsible office
- Leave the ‘N’ entry in the Please Confirm If Transfer Required? field
- Select the [OK] button
2. Use function MAINTAIN TRADE to
- Amend business name and / or business address
- Amend the trade description where necessary. You may be presented with function CASE AVAILABLE FOR TRANSFER
- Make a note of the proposed new responsible office
- Leave the ‘N’ entry in the Please Confirm If Transfer Required? field
- Select the [OK] button
3. Make a pencil note on the return that the changes have been dealt with
4.If a transfer is appropriate
- Use function MAINTAIN RESPONSIBLE OFFICE to
- Transfer responsibility to the office noted earlier
- Ensure SA Notes are updated to reflect where papers are held
For more information see section ‘Movement of Taxpayer Records’ in business area ‘Records’