Guidance

Self Assessment technical specifications (2018): trust and estate returns

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

Documents

Trust RIM artefacts version 1.1 (12 December 2017)

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Validation rules for trusts version 3.1.1 (22 February 2018)

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Trust long tax and National Insurance contributions calculation version E2.0.1 (12 February 2018)

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Trust calculator version E2.0.3 (12 February 2018)

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Details

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

Published 15 January 2018
Last updated 11 April 2018 + show all updates
  1. Validation rules for trusts document has been updated.
  2. New documents, Recognition process along with Specials and exclusions cases, have been added to the page. Validation rules for trusts, Trust long tax and National Insurance contributions calculation and the Trust calculator have been amended.
  3. First published.