Form

Self Assessment: Trusts etc (SA107)

Use supplementary pages SA107 to record income you received from a trust, settlement or deceased person's estate on your SA100 Tax Return.

From:
HM Revenue & Customs
Published
4 April 2014
Last updated
6 April 2022 — See all updates

Documents

Trusts etc (2022)

PDF, 261 KB, 2 pages

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Trusts etc notes (2022)

PDF, 406 KB, 4 pages

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Trusts etc (2021)

PDF, 243 KB, 2 pages

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Trusts etc notes (2021)

PDF, 403 KB, 4 pages

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Trusts etc (2020)

PDF, 232 KB, 2 pages

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Trusts etc notes (2020)

PDF, 381 KB, 4 pages

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Trusts etc (2019)

Ref: SA107 PDF, 186 KB, 2 pages

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Trusts etc notes (2019)

Ref: SA107 Notes PDF, 374 KB, 4 pages

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Details

Use the SA107 supplementary pages when filing your SA100 tax return to declare income from a trust, settlement or deceased person’s estate. Also use the SA107 to declare any taxable income you received as a settlor.

Trusts and settlements - income treated as the settlor’s (Self Assessment helpsheet HS270)
Use this guide to help you decide whether the income from a trust or settlement is treated as the settlor’s.

Published 4 April 2014
Last updated 6 April 2022 + show all updates

  1. The SA107 form and notes have been added for tax year 2021 to 2022. Versions of the form and notes for 2018 have been removed.

  2. The 'Trust etc' form and notes have been added for tax year 2020 to 2021.

  3. The 'Trust etc' form and notes have been added for tax year 2019 to 2020.

  4. The 'Trust etc' form and notes have been added for tax year 2018 to 2019.

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

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

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

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

  9. Added translation

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