Form

Self Assessment: Trust and Estate Charities (SA907)

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

• From: HM Revenue & Customs
• Published: 15 July 2014
• Last updated: 6 April 2026
  Show all updates

  1. 6 April 2026

     The Trust and Estate Charities (SA907) form and notes for tax year 2025 to 2026 have been added and the versions for tax year 2021 to 2022 have been removed.

  2. 6 April 2025

     The form and notes have been added for the 2024 to 2025 tax year. The form and notes for the 2020 to 2021 tax year have been removed.

  3. 6 April 2024

     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.

  4. 6 April 2023

     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.

  5. 6 April 2022

     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.

  6. 6 April 2021

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

  7. 6 April 2020

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

  8. 6 April 2019

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

  9. 6 April 2018

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

  10. 6 April 2017

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

  11. 6 April 2016

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

  12. 6 April 2015

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

  13. 15 July 2014

      First published.

Documents

Trust and Estate Charities (2026)

PDF, 127 KB, 2 pages

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Trust and Estate Charities notes (2026)

PDF, 136 KB, 2 pages

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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 (2025)

PDF, 157 KB, 2 pages

This file may not be suitable for users of assistive technology.

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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 (2025)

PDF, 118 KB, 2 pages

This file may not be suitable for users of assistive technology.

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 (2024)

PDF, 151 KB, 2 pages

This file may not be suitable for users of assistive technology.

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)

PDF, 118 KB, 2 pages

This file may not be suitable for users of assistive technology.

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)

PDF, 146 KB, 2 pages

This file may not be suitable for users of assistive technology.

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)

PDF, 113 KB, 2 pages

This file may not be suitable for users of assistive technology.

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).