Beta This part of GOV.UK is being rebuilt – find out what this means

HMRC internal manual

Self Assessment Manual

From
HM Revenue & Customs
Updated
, see all updates

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’