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How to use or fill out Tax return for trustees of registered pension schemes (2013) using form SA970(2013)
- Click ‘Get Form’ to open it in the editor.
- Begin by entering your Self Assessment tax reference, pension scheme name, and correspondence address in the designated fields.
- Indicate whether you want HMRC to calculate your tax by selecting the appropriate box. Remember, if you choose this option, ensure your return is filed by the deadline.
- Fill in the income sections accurately. For UK income, include all taxable income from investments and deposits. Use blue or black ink for clarity.
- If applicable, provide details of any overseas investments and trading income. Ensure all amounts are rounded as specified.
- Complete the additional information section if there are provisional figures or changes in trustee details.
- Finally, sign and date the declaration to confirm that all information provided is accurate before submitting your completed form.
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Fill out Tax return for trustees of registered pension schemes (2013). Use form SA970(2013) to file your tax return for the tax year ended 5 April 2013 if you are a trustee of a registered pension scheme - hmrc gov online
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