SAM120015 - Returns: return issue: correspondence name and address
A taxpayer’s SA record can contain many names and addresses.
»Ê¹ÚÌåÓýapp names should be used in the following order of priority
- Capacity name
- Communication name
- Taxpayer name
»Ê¹ÚÌåÓýapp addresses should be used in the following order of priority
- Capacity address
- Communication address
- Base address
- Business address
To determine which names and addresses are available on the taxpayer’s record and which should be used for output purposes, use the functions in the following table
Function | Name and address |
---|---|
CASE SUMMARY | Main capacity name and address / Taxpayer name and base address / Business address |
MAINTAIN CAPACITY | Capacity name and address |
VIEW COMMUNICATION NAME AND ADDRESS | Communication name and address |
VIEW TAXPAYER DESIGNATORY DETAILS | Taxpayer name and base address |
MAINTAIN TRADE | Business address |
Examples of output
When manually preparing a return for issue and where:
A communication name and / or address is present on the taxpayer record
- Enter the communication name / taxpayer’s name and communication address in the address panel on the return
- Where appropriate, enter ‘For� followed by the taxpayer’s name directly below the address panel of the return
A capacity name and address is present on the taxpayer record
- Enter the capacity name and address in the address panel on the return
- Enter the capacity in which the person is acting followed by the taxpayer’s name directly below the address panel. For example ‘As Trustee of ABC Trust�
»Ê¹ÚÌåÓýapp taxpayer is deceased and there is no capacity name and address shown
- Enter ‘»Ê¹ÚÌåÓýapp Personal Representative ofâ€� followed by the deceased taxpayer’s name and address in the address panel on the return