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HMRC internal manual

Self Assessment Manual

From
HM Revenue & Customs
Updated
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Self Assessment Manual: recent changes

Below are details of the amendments that were published on 2 August 2013 (see theupdate index for all updates)

Page Details of update
   
SAM006 (HMRC Intranet only) Contacts - e-mail address to BusinessUserSupport mailbox updated

Amend Payment

SAM1051 Claim to adjust payments on account: processing a claim to adjust PoA (Action Guide) - step 9 referring to form SA614A (which is no longer used)removed and later steps renumbered
   

Manage work

SAM70100 Customer service: online filing - dealing with enquiries -telephone numbers updated for Helpdesk, Minicom and Fax
   
SAM70110 Customer service: online services helpdesk - telephone numbers updated for Helpdesk, Minicom and Fax
SAM70120 Customer service: orderline - telephone numbers updated for Orderline and fax
SAM70140 Customer service: SA helpline - telephone number updated
SAM71163 Work management: W059 online return rejections - under heading ‘Event’ text updated to say that where an return and/or an amendment has been rejected, an entry will be created on the worklist

Payments

SAM80071 Payments overview: receive time to pay request in the processing office (Action Guide) - )845 number amended to new 0300 number
   

Records

SAM100050 Set up taxpayer record: criteria for a PAYE / SA record - Note 3 updated to remove reference to form P810 and fourth subject under ‘Other circumstances’ updated
   
SAM100200 Set up taxpayer record: set up agent for taxpayer - text regarding Agents details in SA cases with an NPS interest updated to say that the details recorded on SA will flow direct to NPS
SAM100221 Set up taxpayer record: set up individual record (Action Guide) - link added at step 6 to the list of current SA processing OUID’s
SAM100230 Set up taxpayer record: set up partner _ newly self employed helpline phone number updated
SAM106032 Bankruptcy cases: bankruptcy: existing SA record with linked PAYE record (Action Guide) - link added at step 18 to the list of current SA processing OUID’s

Repayments

SAM110082 Issue repayment: creating a freestanding credit (Action Guide) - step 5 updated to remove the reference to DR and replace with SA Post Batch Range
   

Returns

SAM120070 Return issue: new commencement cases - text updated under the ‘Manual Preparation’ heading to advise that if the taxpayer requires additional pages, the return directs them to the HMRC website or Orderline to obtain them and to remove the instruction to issue a covering letter with the return
   
SAM120071 Return issue: new commencement cases (Action Guide) - step 4 amended to remove the instruction to issue a covering letter with the return
SAM121170 Individuals returns: mandatory boxes: individuals - Text amended to remove reference to temporary Unique Taxpayer Reference(UTR) and to instruct to use customers own UTR
SAM125240 Returns work lists: w059 online return rejections - reason for entry on list removed, ‘Note’ updated and link added to SAM71163 ‘W059 -online return rejections’ for further information
SAM126001 Filing returns online: introduction - ‘Note’ referring to different rules for penalties for 2009-10 and earlier and 2010-11 and later amended to delete the statement that further guidance will be published later and to add that the guidance can be found at SAM61000 onwards
SAM126030 Filing returns online: enquiries about returns filed online - online service telephone numbers updated for Helpdesk, Minicom and Fax