Get Tax Return For Trustees Of Registered Pension Schemes (2012). Use Form Sa970(2012) To File Your Tax

This guide provides a detailed overview of how to fill out the Tax Return for Trustees of Registered Pension Schemes for the tax year ending 5 April 2012 using Form SA970(2012). Follow these steps to ensure accurate and timely submission of your tax return.

Follow the steps to complete your tax return accurately.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the Self Assessment tax reference as shown on your notice to file. Include the pension scheme name and full correspondence address. If an adviser is included, their reference must also be added.
3. Check and update any out-of-date details regarding the pension scheme or trustees on the front of the return.
4. Select whether you received income from which UK Income Tax was deducted. If so, complete the relevant boxes for total income and tax deducted based on the provided sections.
5. If applicable, follow similar steps to report income from overseas investments, trading income, income under a Deed of Covenant, and any other taxable income.
6. Decide if you want to calculate the tax yourself and indicate if you want to claim a repayment, providing the necessary details including bank account information.
7. Complete the declaration section to confirm the accuracy of the information provided. Ensure to sign and date the form.
8. Upon completing the form, save your changes, and proceed with downloading, printing, or sharing the form as needed.

Complete your Tax Return for Trustees of Registered Pension Schemes online today to avoid any penalties.