Official forms
Official tax and company forms, explained
Each guide covers one official form: who has to file it, what you need before you start, how and when to send it, and the mistakes official guidance warns about. The button on every page opens the current form on GOV.UK, Companies House or Revenue Scotland. Countify doesn't host copies, because official forms are revised often and an old version can be rejected. Forms are grouped by the tax or body they belong to; use the search box to jump straight to a form code.
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- ACCA
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Self Assessment
- SA100SA100 tax returnThe SA100 is HMRC's main Self Assessment tax return.
- SA103SA103 self-employment pagesSA103 is the self-employment section of the Self Assessment return.
- SA1SA1 Self Assessment registrationSA1 is HMRC's postal form for registering for Self Assessment when you aren't self-employed, for example because you owe Capital Gains Tax or have income from property, a pension or a trust.
- SA102SA102 employment pagesSA102 is the employment section of the Self Assessment return.
- SA104SA104 partnership pagesSA104 is the partnership section of a partner's own Self Assessment return.
- SA105SA105 UK property pagesSA105 is the UK property section of the Self Assessment return.
- SA106SA106 foreign pagesSA106 is the foreign section of the Self Assessment return.
- SA108SA108 capital gains pagesSA108 is the capital gains summary in the Self Assessment return.
- SA109SA109 residence pagesSA109 is the residence section of the Self Assessment return.
- SA800SA800 partnership returnSA800 is the Partnership Tax Return.
- SA303SA303 reduce payments on accountSA303 is HMRC's form for asking to reduce your Self Assessment payments on account when you expect this year's bill to be lower than last year's, for example because profits fell or tax relief went up.
- SA370SA370 penalty appealSA370 is HMRC's postal form for appealing a Self Assessment penalty for filing your return or paying your tax late.
Claims and refunds
- P87P87 job expenses claimP87 is HMRC's postal form for claiming Income Tax relief on job expenses your employer hasn't repaid, such as tools, uniforms, professional fees or business mileage in your own car.
- R40R40 savings tax refundR40 is HMRC's claim for a refund of Income Tax deducted from savings and investment income, such as interest paid with tax already taken off.
- P85P85 leaving the UKP85 tells HMRC you've left, or are about to leave, the UK, and lets you claim back Income Tax overpaid through PAYE.
- P50P50 stopped-work refundP50 is how you claim back Income Tax overpaid in the current tax year after you stop working, for example if you've been out of work for 4 weeks or more and aren't claiming taxable benefits, have retired without a pension from your old employer, or have gone back to full-time study.
- P53Z, P55, P50ZPension tax refund formsP55, P53Z and P50Z are HMRC's claims for tax overpaid when you flexibly access a pension, usually because the first payment was taxed on an emergency code.
- CH2CH2 Child Benefit claimCH2 is HMRC's paper claim form for Child Benefit, for when you can't claim online.
Agents
Employers
- P11DP11D expenses and benefitsA P11D is the form an employer sends HMRC for each employee who had taxable expenses or benefits, such as a company car or an interest-free loan, that weren't taxed through payroll.
- P11D(b)P11D(b) Class 1A returnThe P11D(b) is the employer's year-end return of Class 1A National Insurance owed on taxable expenses and benefits.
- Starter checklistStarter checklist (new job)The starter checklist is HMRC's form for a new employee who doesn't have a P45, so the employer can work out the right tax code for the first pay.
VAT
- VAT1VAT1 VAT registrationVAT1 is HMRC's paper application to register for VAT.
- VAT2VAT2 partnership detailsVAT2 is the HMRC form that gives the details of each partner in a VAT-registered partnership.
- VAT7VAT7 cancel VAT registrationVAT7 is HMRC's paper form to cancel a VAT registration.
- VAT68VAT68 transfer a VAT numberVAT68 is HMRC's request to transfer a VAT registration number to a new owner.
- VAT652VAT652 (withdrawn)VAT652 was HMRC's form for reporting errors on past VAT Returns.
- VAT1614AVAT1614A option to taxVAT1614A is the form you use to tell HMRC you've opted to tax land or buildings, which makes your sales and lettings of that property standard-rated for VAT and normally lets you recover the VAT on related costs.
- VAT431NBVAT431NB DIY housebuildersVAT431NB is HMRC's paper claim form for the DIY housebuilders scheme, which refunds VAT on building materials for a new home you build for yourself or your family.
Corporation Tax and CIS
Companies House
- CS01CS01 confirmation statementThe CS01 confirmation statement tells Companies House that the information it holds about your company is up to date.
- IN01IN01 company registrationForm IN01 is the paper application to register (incorporate) a private or public company with Companies House.
- AA01AA01 change of year endForm AA01 changes a company's accounting reference date, its year end, for the current financial year or the one immediately before it.
- AA02AA02 dormant accountsForm AA02 is the paper form for dormant accounts of a company limited by shares that has never traded, where the only transaction is the issue of subscriber shares.
- AP01AP01 appoint a directorAP01 is how a company tells Companies House it has appointed an individual as a director.
- TM01TM01 director resignationTM01 tells Companies House that a director's appointment has ended, whether they resigned, were removed or died.
- CH01CH01 change director detailsCH01 tells Companies House about a change to an existing director's details.
- AD01AD01 registered officeAD01 is the filing that changes a company's registered office address.
- PSC01PSC01 person with significant controlPSC01 tells Companies House about an individual with significant control of a company: usually someone with more than a quarter of the shares or voting rights, who can appoint or remove most directors, or who otherwise controls the company.
- SH01SH01 allotment of sharesSH01 is the return of allotment of shares: the filing a company sends Companies House when it issues new shares after incorporation.
- DS01DS01 strike offDS01 is the application to strike a limited company off the Companies House register, which dissolves it.
Revenue Scotland
- LBTT returnLBTT returnAn LBTT return tells Revenue Scotland about a notifiable land or property transaction in Scotland, such as buying a home.
- ADS repayment claimADS repayment claimIf you paid the Additional Dwelling Supplement (ADS) on a new main home in Scotland and then sold your previous main residence within the allowed window, you can claim the ADS back from Revenue Scotland.
Property
- Form 17Form 17 joint property incomeForm 17 lets a married couple or civil partners who live together be taxed on their actual shares of income from jointly owned property, instead of the default 50/50 split.
- NRL1NRL1 non-resident landlordNRL1 is HMRC's application for an individual landlord who lives abroad to receive UK rent without tax deducted.
Inheritance Tax
- IHT400IHT400 Inheritance Tax accountIHT400 is HMRC's Inheritance Tax account: the full report of an estate's assets, debts, gifts, reliefs and exemptions.
- IHT402IHT402 transfer unused nil-rate bandIHT402 is the HMRC claim, sent with the IHT400, to transfer the unused Inheritance Tax nil-rate band of a spouse or civil partner who died first to the estate of the one who died later.
- IHT421IHT421 probate summaryIHT421 is HMRC's probate summary, now used only to apply for a grant of representation in Northern Ireland.
- IHT435IHT435 / IHT436 residence nil-rate bandIHT435 claims the residence nil-rate band, up to £175,000, when someone who died on or after 6 April 2017 leaves a home they owned to their direct descendants.
- IHT205IHT205 (withdrawn)IHT205 was HMRC's short return for excepted estates.
Charities
- R68R68 Gift Aid claim (withdrawn)R68 was HMRC's paper form for charities to claim tax repayments, including Gift Aid.
- OSCR annual returnOSCR annual returnEvery charity on the Scottish Charity Register must send OSCR an online annual return, its annual accounts, a Trustees' Annual Report and an external scrutiny report within 9 months of its financial year end.
Questions
Can I download the official forms here?
No. Each guide links to the official copy on GOV.UK or the relevant regulator's site, so you always get the current version.
Are these forms only for Scotland?
No. HMRC and Companies House forms apply across the UK. Revenue Scotland forms, such as the LBTT return, apply only to Scottish transactions.
Can Countify file a form for me?
Yes, for most of them. Each guide links to the matching Countify service, and our fees are fixed and agreed in writing before work starts.
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