Guidance

Self Assessment technical specifications (2016): trust and estate returns

Trust and estate returns technical specifications for Self Assessment Online software developers.

Documents

Trust RIM artefacts version 1.0 (29 September 2015)

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Validation rules for trusts version 3.0 (20 October 2015)

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Trust long tax and National Insurance contributions calculation version E2.0 (27 January 2016)

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Trust calculator version 4.0 (29 January 2016)

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Specials and exclusions version 1.0 (14 January 2016)

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Recognition process and Test cases version 2.0 (15 February 2016)

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Trust valid sample version 1.0 (26 February 2016)

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Details

Trust and estate returns technical specifications for software developers working with the Self Assessment Online service.

Published 16 October 2015
Last updated 21 April 2016 + full page history
  1. Trust long tax and National Insurance contributions calculation version E2.0, Trust calculator version 4.0, Specials and exclusions version 1.0, Recognition process and Test cases version 2.0 and Trust valid sample version 1.0 have been added to the page.
  2. Validation rules for trusts version 3.0 has been added.
  3. First published.