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’