Guidance

Self Assessment technical specifications (2017): trust and estate returns

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

• From: HM Revenue & Customs
• Published: 22 December 2016
• Last updated: 29 March 2017 — See all updates

Documents

Trust RIM artefacts version 1.1 (21 December 2016)

1.87 MB

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Validation rules for trusts version v2.0 (16 December 2016)

56.4 KB

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Recognition process and test cases version 3.0 (14 March 2017)

22.2 KB

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Trust long tax and National Insurance contributions calculation version v1.3 (15 March 2017)

56.6 KB

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Trust calculator version 1.7 (22 March 2017)

159 KB

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Specials and exclusions cases version v2.0 (17 March 2017)

PDF, 141 KB, 6 pages

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Details

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

Published 22 December 2016

Last updated 29 March 2017 + show all updates

1. 29 March 2017

   Update to 2017 Trust Self Assessment technical specifications.

2. 22 December 2016

   First published.