Help Centre · Partnership Returns (Beta) · 2 min read

Reviewing, printing and submitting the SA800

The review summary and its two warnings, printing the official SA800 form, what Submit really does (sign, send, poll), and handling rejections and amendments.

Beta feature — Partnership (SA800) returns are currently in beta and are switched on for one accountant firm at a time. To gain access for your firm, email support@taxoptimiser.co.uk and the team will enable it and help you get started.

The final step pulls the whole return together: a summary to review, the official form to print, and the submission itself.

The final checks

The Review & Submit step: the return summary table with the submit information alert and Print SA800 (PDF) button

The summary shows the partnership, business name, UTR, period, the headline figures (net profit 3.65, taxable profit 3.83, allowable loss 3.84), the partner count against the totals actually allocated, which supplementary pages carry data, and the declaration type. Two warnings can appear here and both deserve fixing before you submit:

  • UTR check — if the partnership’s or any partner’s UTR fails the check digit, submission is guaranteed to be rejected with error 8205
  • Allocation mismatch — the partners’ shares don’t add up to the return’s boxes 3.83/3.84

Printing the official form

Print SA800 (PDF) renders the partnership’s figures onto the official HMRC SA800 form — ideal for a review file or for the client’s records. The button appears in the wizard header throughout, and one caution applies: the PDF is built from saved figures, so click Save first if you have just made changes (the footer tells you when there are unsaved changes).

Page 1 of the official SA800 form populated with the partnership's details and figures

What Submit to HMRC actually does

Clicking Submit to HMRC saves your changes, builds the SA800 from the saved return, signs it with an IRmark (the tamper-evident signature HMRC requires), sends it over HMRC’s online channel, and then polls until HMRC confirms the outcome — you watch a single progress screen until the return is accepted or rejected. On success the screen confirms “SA800 submitted to HMRC” and the period moves through Submitted towards Complete.

If something goes wrong

A rejection shows HMRC’s response on screen — fix the return and submit again. For an amended return (one HMRC has already accepted), tick This is an amended return on the Details step before resubmitting and the new filing replaces the original. Every submission’s full exchange with HMRC is logged, so if anything looks stuck, email support@taxoptimiser.co.uk and the team can trace the filing end to end.

Back to the start: Partnership (SA800) returns in Tax Optimiser (beta).

The short version

Reviewing, printing and submitting the SA800 — in brief

The Review step summarises the return and surfaces the two fixable warnings: a failing UTR (guaranteed 8205 rejection) and a partner allocation that does not match boxes 3.83/3.84.

Print SA800 (PDF) renders the official form from SAVED figures - save first.

Submit saves, builds, IRmark-signs, sends and polls HMRC until the return is accepted or rejected.

Rejections show HMRC's response for fixing; accepted returns are amended by ticking the amended-return flag and resubmitting.