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
  Show all updates

  1. 29 March 2017

     Update to 2017 Trust Self Assessment technical specifications.

  2. 22 December 2016

     First published.

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.