Guidance

Self Assessment technical specifications (2018): individual returns

Use this technical documentation for individual returns if you're a software developer working with the Self Assessment Online service.

• From: HM Revenue & Customs
• Published: 15 January 2018
• Last updated: 5 December 2018 — See all updates

Documents

Self Assessment Individual RIM artefacts version 2.0 (12 December 2017)

ZIP, 3.84 MB

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Tax and National Insurance contributions calculation version E1.10.2 (15 December 2017)

ZIP, 303 KB

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Stage 13 (Payments on Account) Tax and National Insurance contributions calculation version 1.0 (25 October 2017)

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Test case generator version E1.10.3 (12 December 2017)

ZIP, 2.5 MB

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MTR mapping document version 1.0 (15 January 2018)

ZIP, 21.6 KB

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Special cases version 1.0 (14 February 2018)

PDF, 160 KB, 10 pages

Exclusion cases version 3.0 (20 November 2018)

PDF, 334 KB, 29 pages

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Recognition process version 1.0 (13 February 2018)

PDF, 204 KB, 1 page

Details

Individual returns technical specifications for software developers working with the Self Assessment online service.

Published 15 January 2018

Last updated 5 December 2018 + show all updates

1. 5 December 2018

   Exclusion cases version 1.1 (11 May 2018) has been replaced with Exclusion cases version 3.0 (20 November 2018).

2. 17 May 2018

   Exclusion cases version 1.1 (11 May 2018) guidance has replaced Exclusion cases version 0.2 (5 April 2018).

3. 11 April 2018

   Exclusion cases version 0.2 has been added to the page.

4. 6 March 2018

   MTR mapping document version 1.0, Special cases version 1.0 and Recognition process version 1.0 have been added to the page.

5. 15 January 2018

   First published.