Guidance

Self Assessment technical specifications (2020) for trust and estate returns

Use this technical documentation for trust and estate returns if you’re a software developer working with the Self Assessment online service.

From:
HM Revenue & Customs
Published
19 December 2019
Last updated
12 June 2020 — See all updates

Documents

Trust RIM artefacts version 1.0 (25 September 2019)

ZIP, 1.83 MB

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Validation rules for trusts version 1.0.4 (29 July 2019)

ZIP, 103 KB

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Trust long tax and National Insurance contributions calculation version E1.0.0 (2 September 2019)

ZIP, 57 KB

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Trust calculator version 1.0.3 (11 October 2019)

ZIP, 321 KB

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Specials and exclusions document version 2.0 (5 June 2020)

PDF, 199 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 19 December 2019
Last updated 12 June 2020 + show all updates

  1. Specials and Exclusions document version 2.0 (5 June 2020) has been added.

  2. Specials and Exclusions document version 1.0 (8 April 2020) has been added.

  3. Specials and exclusions document version 0.1 (27 February 2020) has been added.

  4. First published.

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