Form

Self Assessment: Trust and Estate Charities (SA907)

Use supplementary pages SA907 to declare charity status on the SA900 Trust and Estate Tax Return.

Documents

Trust and Estate Charities (2024)

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Charities notes (2024)

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Charities (2023)

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Charities notes (2023)

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Charities (2022)

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Charities notes (2022)

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Charities (2021)

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Charities notes (2021)

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

Use the SA907 supplementary pages when filing an SA900 Trust and Estate Tax Return to declare charity status.

Email HMRC to ask for this form in Welsh (Cymraeg).

Updates to this page

Published 15 July 2014
Last updated 6 April 2024 + show all updates
  1. The Trust and Estate Charities (SA907) form and notes have been added for tax year 2023 to 2024. Forms for the years 2019 and 2020 have been removed.

  2. The Trust and Estate Charities (SA907) form and notes have been added for tax year 2022 to 2023. Forms for the year 2019 have been removed.

  3. The Trust and Estate Charities (SA907) form and notes have been added for tax year 2020 to 2021. Forms for the years 2017 and 2018 have been removed.

  4. The form and notes have been added for tax year 2020 to 2021.

  5. The form and notes have been added for tax year 2019 to 2020.

  6. The form and notes have been added for tax year 2018 to 2019

  7. The form and notes have been added for tax year 2017 to 2018.

  8. The form and notes have been added for tax year 2016 to 2017.

  9. Rates, allowances and duties have been updated for the tax year 2016 to 2017.

  10. The 2015 to 2016 form has been added to this page.

  11. First published.

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