Sei sulla pagina 1di 10

Important information to include on your tax return before sending it to us.

Please make sure you


include your:
10 digit Unique Taxpayer
Reference (UTR)
National Insurance
number (NINO)
employer reference (if you
have one)
before sending us your
tax return.

Please make sure you


include your full name and
Tax Return 2016
Tax year 6 April 2015 to 5 April 2016 (201516) address before sending us
Tax Return 2016
your tax return.

Tax return Page TR 1


UTR
NINO
Employer reference
Date

Tax year 6 April 2015 to 5 April 2016 (201516)

Tax Return 2016

Issue address

Tax year 6 AprilUTR


2015 to 5 April 2016 (201516)
NINO
Employer reference

HM Revenue & Customs office address

Issue address

Date

UTR
NINO
Employer reference

HM Revenue & Customs office address

Issue address

Date
For
Reference

Telephone
HM Revenue & Customs office address

Tax Retur

Your tax return


This notice requires you, by law, to make a return of your
taxable income and capital gains, and any documents
requested, for the year from 6 April 2015 to 5 April 2016.

Most people file online


Telephone

File your tax return with HMRCs free online service. It is


simple to use and secure. It even calculates your tax for you
so you know what you owe or are owed right away.
UTRThis notice requires you, by law, to make a return of your
Deadlines
Go directly to our official website by typing
taxable income and capital gains, and any documents
We must receive your tax return by these dates: NINO
www.gov.uk/file-your-self-assessment-tax-return into your
requested, for the year from 6 April 2015 to 5 April 2016.
if you are using a paper return by 31 October 2016
internet
browser address bar.
Employer
reference
(or 3 months after the date of this notice if thats later), or
Do not use a search website to find HMRC services online.
if you are filing a return online by 31 January 2017
Deadlines
Date
To file on paper, please fill in this form using the following rules:
(or 3 months after the date of this notice if thats later)
We must
receive
your tax
returnpounds
by these
dates: the pence
Enter
your figures
in whole
ignore
If your return is late you will be charged a 100 penalty. if you are using a paper return by 31 October 2016
Round&down
income and
roundaddress
up expenses and tax paid,
HM Revenue
Customs
office
If your return is more than 3 months late, you will be
(or 3
the date of this notice if thats later), or
it months
is to yourafter
benefit
charged daily penalties of 10 a day.
if you
return
online
by 31itJanuary
2017
If aare
boxfiling
does anot
apply,
please leave
blank do
not strike
If you pay late you will be charged interest and a late
(or through
3 months
afterboxes
the date
of this
notice else
if thats later)
empty
or write
anything
Please fill in this section and sign and date the declaration at boxpayment
22.
penalty.
If your return is late you will be charged a 100 penalty.
If your return is more than 3 months late, you will be
enter daily penalties of 10 a day.
20
23 If you have signed on behalf of someone else,
charged
This notice requires you, by law, to make a return of your

If you dont, we may have to


send your tax return back to
you, and any repayment due
will take longer.

ForTax year
Reference

6 April 2015 to 5 April 2016

Your tax return

Most people file online


File your tax
returnaddress
with HMRCs free online service. It is
Issue
simple to use and secure. It even calculates your tax for you
so you know what you owe or are owed right away.

Go directly
our official
website by of
typing
To
findto the
address
the
www.gov.uk/file-your-self-assessment-tax-return into your
internet
browser
address
bar.
office
to
send
your
tax
For
Do not use a search website to find HMRC services online.
Telephone
Reference
return
to, look on the most
Signing your form and sending it back
To file on paper, please fill in this form using the following rules:
Enter yourcorrespondence
figures in whole pounds ignore the pence
recent
Round down income and round up expenses and tax paid,
Your tax return
it
is
to
your
from us.benefit
If you dont have
If a box does not apply, please leave it blank do not strike
Most
people
If this tax return contains provisional or estimated
theyour
capacity.
Forreturn
example,
executor,
receiver file online
Starting
tax
If you pay late you will be charged interest and a late
through
empty boxes
or write anything else
any
recent
correspondence
taxable
figures,
put X inincome
the box and capital gains, and any documents
File
your
tax toreturn
with
HMRCs
service.
It is
payment
penalty.
Before you start to fill it in, look through
your
tax return
make
sure
there
is a sectionfree
for allonline
your income
and claims
Please requested,
make sure
youyear
sign
for the
from 6 April 2015
tomay
5 need
Aprilsome
2016.
you
separate supplementary
(see page
2 and the It
Taxeven
Returncalculates
notes). To get notes
helpsheets
simplepages
to use
andTRsecure.
yourand
tax
for you from us then send your
that will help you fill in this form, go to www.gov.uk/self-assessment-forms-and-helpsheets
and
date the declaration on
so you know what you owe or are owed right away.
completed return to:
21 If you are enclosing separate supplementary pages,
Your personal details
Starting your tax return
For
put X inDeadlines
the box
Page
TR 8
of your completed
you have to
signed
for
24 Enter the name of the person
Go directly
our
official
website
by
typing
Self
Assessment
Before
you
start
to
fill
it
in,
look
through
your
tax
return
to
make
sure there
is a section for all your income and claims
Telephone Your phone number
Reference
We must receive your tax return by these dates:
you may need some separate supplementary pagesinto
(see page
TR 2 and the Tax Return notes). To get notes and helpsheets
www.gov.uk/file-your-self-assessment-tax-return
your
tax return before sending it
Your date of birth it helps get your tax right
HM
Revenue
& Customs
that will help you fill in this form, go to www.gov.uk/self-assessment-forms-and-helpsheets
if you are using a paper return by 31 October
2016
internet browser
address bar.
DD MM YYYY
Your tax
return
to
Declaration(or 3 months after the date of this notice if thats later), or
22 us.
BX9
1AS
Your
personal
details
Do not use
searchrequires
website
to by
find
HMRC
services
online.
Your National
Insurance
number
leave
blank
if of
theyour
Thisa notice
you,
law,
to
make
a return
Most people file online
I declare that
I have
given ononline
this tax by 3125January
if the
youinformation
are filing
a return
2017
If you filled
in boxes 23 and 24 enter your name
Your name and address if it is different from what is
correct
is
shown
above
Kingdom
Your date
ofnumber
birth
it gains,
helpsusing
get
your
tax following
right
number
1
3 Your phone
income
and
capital
and
any
documents
To file on taxable
paper, please
fill
in
this form
the
rules:United
return and any supplementary pages is correct and
File your
tax return with HMRCs free online
1

on the
front of this
form, please write the correct details
(or 3 months after the date of this notice
if thats
later)
DD MM YYYY
requested,
year pounds
from 6 April
2015 the
to 5pence
April 2016.
complete to the best of my knowledge and belief.
underneath the wrong ones and put
date you
changed
the
Enter
your
figuresforinthe
whole
ignore
If your
you will
be charged aaddress
100
penalty.
below
DD MM YYYY
I understand
that Ireturn
may haveistolate
pay financial
penalties
Round down income and round up expenses and tax paid,
and face If
prosecution
if I giveisfalse
information.
your return
more
than 3 months late, you will be
4
Deadlines
it is to your
benefit
2 Your name and address if it is different from what is
26 and your address
charged daily penalties of 10 a day.
We must
receive
your
tax
return
by
these
dates:
Signature

If
a
box
does
not
apply,
please
leave
it
blank

do
not
strike
on the front of this form, please write the correct details
Signing your form and sending it back
SA100and
2016
Page
TR
1
HMRC
12/15
if youat
are
using the
a paper
return
by
October
2016
underneath
wrong ones
and put
the31
date
you changed
If you pay late you will be charged interest
through
empty
boxes
Pleaseafilllate
in this section and sign and
date the declaration
box 22. or write anything else
address below
MMdate
YYYY of this notice if thats later), or
(or
3
months
afterDD
the
payment penalty.
20

If this tax return contains provisional or estimated


if you
figures, put X in the box

23 If you have signed on behalf of someone else, enter


are filing
a return online by 31 January 2017
the capacity. For example, executor, receiver
(or 3 months after the date of this notice if thats later)

Postcode

Date DD MM YYYY

Starting your tax return

21

If your
return2016
is late you will be charged a 100
penalty.
SA100
Page
TR 1
If you are enclosing separate supplementary
If pages,
your return is more than 3 months late, you will be
put X in the box
Enter the name
of theaperson
charged daily24penalties
of 10
day.you have signed for

Before you start to fill it in, look through your tax return to make sure there is a section for all your income and claims
youReturn
pay late
you will
charged
and a late
you may need some separate supplementary pages (see page TR 2 and the IfTax
notes).
Tobe
get
notes interest
and helpsheets
payment penalty.
22 Declaration
that will help you fill in this form, go to www.gov.uk/self-assessment-forms-and-helpsheets

Your personal details

simple to use and secure. It even calculates y


so you know what you owe or are owed righ
Your National Insurance number leave blank if the
Go directly to our official website by typing
correct number is shown above

I declare that the information I have given on this tax


return and any supplementary pages is correct and
complete to the best of my knowledge and belief.

25

www.gov.uk/file-your-self-assessment-taxinternet browser address bar.

Do not use a search website to find HMRC se

To file on paper, please fill in this form using th


Enter your figures in whole pounds igno
HMRC
12/15
Round down income and
round
up expens
it is to your benefit
If a box does not apply, please leave it bla
through empty boxes or write anything el

If you filled in boxes 23 and 24 enter your name

Starting your tax return

I understand that I may have to pay financial penalties


and face prosecution if I give false information.

Your date of birth it helps get your tax right


Signature
DD MM YYYY

Date DD MM YYYY

Your name and address if it is different from what is


on the front of this form, please write the correct details
Tax return Page
underneath the wrong ones and put the date you changed
address below DD MM YYYY

Your
phone
Before
younumber
start26 toand
fillyour
it address
in, look through your tax return to make sure there is a section for all your income an

you may need some separate supplementary pages (see page TR 2 and the Tax Return notes). To get notes a
that will help you fill in this form, go to www.gov.uk/self-assessment-forms-and-helpsheets
4

Your personal details


Postcode

Your National Insurance number leave blank if the


correct number is shown above
1

TR 8

Your date of birth it helps get your tax right


DD MM YYYY

Your name and address if it is different from what is


Please do not include this information sheet with
your tax return.
on the front of this form, please write the correct details
2

SA100 2016

SA100 2016

Page TR 1

Your phone number

Your National Insurance number leav


correct number is shown above

underneath the wrong ones and put the date you changed
address below DD MM YYYY HMRC 12/15

Tax return: Information sheet

HMRC 12/15

Tax Return 2016


Tax year 6 April 2015 to 5 April 2016 (201516)

UTR
NINO
Employer reference

Issue address

Date
HM Revenue & Customs office address

For
Reference

Telephone

Your tax return


This notice requires you, by law, to make a return of your
taxable income and capital gains, and any documents
requested, for the year from 6 April 2015 to 5 April 2016.

Deadlines
We must receive your tax return by these dates:
if you are using a paper return by 31 October 2016
(or 3 months after the date of this notice if thats later), or
if you are filing a return online by 31 January 2017
(or 3 months after the date of this notice if thats later)
If your return is late you will be charged a 100 penalty.
If your return is more than 3 months late, you will be
charged daily penalties of 10 a day.
If you pay late you will be charged interest and a late
payment penalty.

Most people file online


File your tax return with HMRCs free online service. It is
simple to use and secure. It even calculates your tax for you
so you know what you owe or are owed right away.
Go directly to our official website by typing
www.gov.uk/file-your-self-assessment-tax-return into your
internet browser address bar.
Do not use a search website to find HMRC services online.
To file on paper, please fill in this form using the following rules:
Enter your figures in whole pounds ignore the pence
Round down income and round up expenses and tax paid,
it is to your benefit
If a box does not apply, please leave it blank do not strike
through empty boxes or write anything else

Starting your tax return


Before you start to fill it in, look through your tax return to make sure there is a section for all your income and claims
you may need some separate supplementary pages (see page TR 2 and the Tax Return notes). To get notes and helpsheets
that will help you fill in this form, go to www.gov.uk/self-assessment-forms-and-helpsheets

Your personal details


1

Y
 our date of birth it helps get your tax right
DDMMYYYY

Y
 our name and address if it is different from what is
on the front of this form, please write the correct details
underneath the wrong ones and put the date you changed
address below DD MM YYYY

SA100 2016

Your phone number

Y
 our National Insurance number leave blank if the
correct number is shown above

Page TR 1

HMRC 12/15

What makes up your tax return


To make a complete return of your taxable income and gains for the year to 5 April 2016 you may need to complete some
separate supplementary pages. Answer the following questions by putting X in the Yes or No box.
1

Employment

Were you an employee, director, office holder or agency


worker in the year to 5 April 2016? Please read the notes
before answering.

No

S
 elf-employment
Did you work for yourself (on your own account or
in self-employment) in the year to 5 April 2016?
(Answer Yes if you were a Name at Lloyds.)

Yes

Yes

Number

Fill in a separate Self-employment page for each


business. On each Self-employment page you complete,
enter any payments or expenses related to that business.
Say how many businesses you had in the Number
box below.

No

No

No

No

SA100 2016

No

A
 dditional information
Some less common kinds of income and tax reliefs, for
example Married Couples Allowance, Life insurance gains,
chargeable event gains, Seafarers Earnings Deduction
and details of disclosed tax avoidance schemes, should
be returned on the Additional information pages. Do you
need to fill in the Additional information pages?
Yes

F
 oreign
If you:
were entitled to any foreign income, or income gains
have, or could have, received (directly or indirectly)
income, or a capital payment or benefit from a
person abroad as a result of any transfer of assets
want to claim relief for foreign tax paid
read the notes to decide if you have to fill in the
Foreign pages. Do you need to fill in the Foreign pages?
Yes

Computation(s) provided

Number

U
 K property
Did you receive any income from UK property (including
rents and other UK income from land you own or
lease out)? Read the notes if you have furnished
holiday lettings.
Yes

No

R
 esidence, remittance basis etc
Were you, for all or part of the year to 5 April 2016,
one or more of the following:
not resident
not domiciled in the UK and claiming the
remittance basis
dual resident in the UK and another country?
Yes

9
4

C
 apital gains summary
If you sold or disposed of any assets (including, for
example, stocks, shares, land and property, a business),
or had any chargeable gains, read the notes to decide
if you have to fill in the Capital gains summary page.
If you do, you must also provide separate computations.

Yes

Partnership

Yes

No

Do you need to fill in the Capital gains summary page


and provide computations?

Number

Were you in partnership? Fill in a separate Partnership


page for each partnership you were a partner in and say
how many partnerships you had in the Number box below.

Trusts etc
Did you receive, or are you treated as having received,
income from a trust, settlement or the residue of
a deceased persons estate? This does not include cash
lump sums/transfer of assets, otherwise known as capital
distributions, received under a will.

Fill in a separate Employment page for each employment,


directorship, etc. On each Employment page you
complete, enter any other payments, expenses or benefits
related to that employment. Say how many Employment
pages you are completing in the Number box below.
Yes

No

If you need more pages


If you answered Yes to any of questions 1 to 9, please
check to see if within this return, there is a page dealing
with that kind of income etc. If there is not, you will need
separate supplementary pages. Do you need to get and
fill in separate supplementary pages?

Yes

No

If Yes, you can go to


www.gov.uk/self-assessment-forms-and-helpsheets to
download them, or phone 0300 200 3610 and ask us for
the relevant pages.

Page TR 2

Income
Interest and dividends from UK banks, building societies etc
1

T
 axed UK interest etc the net amount after tax has been
taken off - read the notes

0 0
7

0 0

F
 oreign dividends (up to 300) the amount in sterling
after foreign tax was taken off. Do not include this
amount in the Foreign pages

0 0

0 0

Tax taken off foreign dividends the sterling equivalent

0 0

Dividends from UKcompanies the net amount, do not


include the tax credit - read the notes

O
 ther dividends the net amount, do not include the tax
credit - read the notes

Untaxed

foreign interest (up to 2,000) amounts which
have not had tax taken off - read the notes

0 0

U
 ntaxed UK interest etc amounts which have not had
tax taken off - read the notes

0 0

UK pensions, annuities and other state benefits received


8

State

Pension amount you were entitled to receive in the
year, not the weekly or 4-weekly amount - read the notes

12

0 0
13

State

Pension lump sum the gross amount of any
lump sum - read the notes

0 0

Tax taken off box 9

15
11

P
 ensions (other than State Pension), retirement
annuities and taxable triviality payments the gross
amount. Tax taken off goes in box 12

16

0 0

0 0

0 0

Jobseekers Allowance

0 0

0 0

Tax taken off Incapacity Benefit in box 13

0 0

T
 axable Incapacity Benefit and contribution-based
Employment and Support Allowance - read the notes

14

10

Tax taken off box 11

Total of any other taxable State Pensions and benefits

0 0

Other UK income not included on supplementary pages


Do not use this section for income that should be returned on supplementary pages. Share schemes, gilts, stock dividends,
life insurance gains and certain other kinds of income go on the Additional information pages.
17

O
 ther taxable income before expenses and tax
taken off

20

0 0
21

18

Total amount of allowable expenses read the notes

19

0 0

0 0

Benefit from pre-owned assets - read the notes

SA100 2016

0 0

Description

of income in boxes 17 and 20 if there
is not enough space here please give details in the
Any other information box, box 19, on page TR 7

Any tax taken off box 17

Page TR 3

Tax reliefs
Paying into registered pension schemes and overseas pension schemes
Do not include payments you make to your employers pension scheme which are deducted from your pay before
tax or payments made by your employer. If your contributions and other pension inputs are more than the Annual Allowance,
you should also fill in boxes 10 to 12 on page Ai 4 of the Additional information pages.
1

P
 ayments to registered pension schemes where basic
rate tax relief will be claimed by your pension provider
(called relief at source). Enter the payments and basic
rate tax

0 0
4

Payments

to a retirement annuity contract where basic
rate tax relief will not be claimed by your provider

P
 ayments to your employers scheme which were not
deducted from your pay before tax this will be
unusual read the notes

0 0

0 0

Payments

to an overseas pension scheme, which is not
UK-registered, which are eligible for tax relief and were
not deducted from your pay before tax

0 0

Charitable giving
5

Gift Aid payments made in the year to 5 April 2016

10

0 0

11

0 0

0 0

0 0

Gift Aid payments to non-UK charities in box 5

0 0

0 0

V
 alue of qualifying investments gifted to non-UK
charities in boxes 9 and 10

12

Value of qualifying land and buildings gifted to charity

Gift

Aid payments made after 5 April 2016 but to be
treated as if made in the year to 5 April 2016

Value of qualifying shares or securities gifted to charity

G
 ift Aid payments made in the year to 5 April 2016
but treated as if made in the year to 5 April 2015

0 0

Total of any one-off payments in box 5

0 0

Blind Persons Allowance


13

If you are registered blind, or severely sight impaired,


and your name is on a local authority or other register,
put X in the box

14

Enter the name of the local authority or other register

15

If you want your spouses, or civil partners, surplus


allowance, put X in the box

16

If you want your spouse, or civil partner, to have your


surplus allowance, put X in the box

Other less common reliefs are on the Additional information pages.

SA100 2016

Page TR 4

Student Loan repayments


Please read the notes before filling in boxes 1 to 3.
1

If you have received notification from the Student


Loans Company that repayment of an Income
Contingent Student Loan began before 6 April 2016,
put X in the box

If your employer has deducted Student Loan


repayments enter the amount deducted

0 0

If you think your loan may be fully repaid within


the next 2 years, put X in the box

High Income Child Benefit Charge


Fill in this section if all of the following apply:
your income was over 50,000
you or your partner (if you have one) got Child Benefit (this also applies if someone else claims Child Benefit for a child who
lives with you and pays you or your partner for the childs upkeep)
couples only your income was higher than your partners.
Please read the notes. Use the calculator at www.gov.uk/child-benefit-tax-calculator to help you work out the Child Benefit
payments you received.
If you have to pay this charge for the 201617 tax year and you do not want us to use your 201617 PAYE tax code
to collect that tax during the year, put X in box 3 on page TR 6.
1

E
 nter the total amount of Child Benefit you and your
partner got for the year to 5 April 2016

0 0

E
 nter the date that you and your partner
stopped getting all Child Benefit payments
if this was before 6 April 2016
DDMMYYYY

E
 nter the number of children you and your partner
got Child Benefit for on 5 April 2016

Marriage Allowance
Please read the notes. If your income for the year ended 5 April 2016 was less than 10,600 you can transfer 1,060 of your
Personal Allowance to your spouse or civil partner to reduce the amount of tax they pay if all of the following apply:
you were married to, or in a civil partnership with, the same person for all or part of the tax year
you were both born on or after 6 April 1935
your spouse or civil partners income was less than 42,386
Fill in this section if you want to make the transfer:
1

Your spouse or civil partners first name

Your spouse or civil partners date of birth DD MM YYYY

Your spouse or civil partners last name

Date of marriage or civil partnership DD MM YYYY

Your spouse or civil partners National Insurance number

SA100 2016

Page TR 5

Finishing your tax return

C
 alculating your tax if we receive this paper tax return by 31 October 2016 or if you file online, we will do the
calculation for you and tell you how much you have to pay (or what your repayment will be) before 31 January 2017.
We will add the amount due to your Self Assessment Statement, together with any other amounts due. Do not enter
payments on account, or other payments you have made towards the amounts due, on your tax return. We will deduct
these on your Self Assessment Statement. If you want to calculate your tax, ask us for the Tax calculation summary
pages and notes. The notes will help you work out any tax due or repayable, and if payments on account are necessary.

Tax refunded or set off


1

If you have had any 201516 Income Tax refunded or set off by us or Jobcentre Plus, enter the amount

0 0

If you have not paid enough tax


We recommend you pay any tax due electronically. Read the notes.
2

Y
 ou can pay the amount you owe, excluding Class 2
National Insurance contributions, through your wages
or pension in the year starting 6 April 2017 if you owe
less than 3,000 for the tax year ended 5 April 2016
and send us your paper tax return by 31 October or
30 December 2016 if you file online. If you want us to
try to collect what you owe this way you dont need to
do anything more. But if you do not want us to do this
then put X in the box - read the notes

W
 e will try to collect tax due for the current tax year
(ended 5 April 2017) through your wages or pension
during this tax year. We will do this for tax on savings,
casual earnings and/or the High Income Child Benefit
Charge to reduce the amount you have to pay at the
end of the year. If you do not want us to do this then
put X in the box - read the notes

If you have paid too much tax


To claim a repayment, fill in boxes 4 to 14 below. If you paid your tax by credit or debit card, we will always try to repay back
to your card first before making any repayment as requested by you below. Please allow up to 4 weeks for any repayment to
reach you before contacting HMRC.
4

Name of bank or building society

Name of account holder (or nominee)

10

If
 you have entered a nominees name in box 5,
put X in the box

11

If your nominee is your tax adviser, put X in the box

12

Nominees address

13

and postcode

14

T
 o authorise your nominee to receive any repayment,
you must sign in the box. A photocopy of your
signature will not do

Branch sort code

Account number

Building society reference number

If
 you do not have a bank or building society account,
or if you want us to send a cheque to you or to your
nominee, put X in the box

SA100 2016

Page TR 6

Your tax adviser, if you have one


This section is optional. Please read the notes about authorising your tax adviser.
15

Your tax advisers name

16

Their phone number

17

The first line of their address including the postcode

Postcode

18

The reference your adviser uses for you

Any other information


19

Please give any other information in this space

SA100 2016

Page TR 7

Signing your form and sending it back


Please fill in this section and sign and date the declaration at box 22.
20

If this tax return contains provisional or estimated


figures, put X in the box

21

If you are enclosing separate supplementary pages,


put X in the box

22

23

If you have signed on behalf of someone else, enter


the capacity. For example, executor, receiver

24

Enter the name of the person you have signed for

25

If you filled in boxes 23 and 24 enter your name

26

and your address

Declaration
I declare that the information I have given on this tax
return and any supplementary pages is correct and
complete to the best of my knowledge and belief.
I understand that I may have to pay financial penalties
and face prosecution if I give false information.

Signature

Date DD MM YYYY

Postcode

SA100 2016

Page TR 8

Potrebbero piacerti anche