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Guidance

Self Assessment technical specifications (2020) for individual returns

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

Updates to this page

From:
HM Revenue & Customs
Published:
19 December 2019
Last updated:
14 January 2021
Show all updates

  1. The exclusion cases version 4.0 (22 October 2020) has been replaced with the exclusions version 5.0 document (6 January 2021).

  2. Exclusion cases version 4.0 (22 October 2020) has been added.

  3. Exclusion cases version 3.0 (2 July 2020) has been added.

  4. Specials v1.1 and Exclusions v2.0 PDFs (5 June 2020) have been added.

  5. Specials and Exclusions documents version 1.0 (31 March 2020) have been added.

  6. Specials and exclusions documents version 0.1 (25 February 2020) have been added.

  7. First published.

Documents

Special cases version 1.1 (5 June 2020)

PDF, 209 KB, 7 pages

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Exclusion cases version 5.0 (6 January 2021)

ODT, 67.5 KB

This file is in an OpenDocument format

Self Assessment Individual RIM artefacts version 2.0 (2 December 2019)

ZIP, 3.89 MB

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Tax and National Insurance contributions calculation version E-1.6.0 (2 December 2019)

ZIP, 191 KB

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Stage 13 (Payments on Account) Tax and National Insurance contributions calculation version 1.0 (10 June 2019)

ZIP, 14.9 KB

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Test case generator version E-1.6.0 (4 December 2019)

ZIP, 3.11 MB

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MTR mapping document version 2.0 (3 December 2019)

ZIP, 22.6 KB

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Details

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

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