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.

Published 4 April 2014
Last updated 7 April 2020 — see all updates

• From: HM Revenue & Customs

Documents

Trusts etc (2020)

PDF, 232KB, 2 pages

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Trusts etc notes (2020)

PDF, 381KB, 4 pages

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Trusts etc (2019)

Ref: SA107 PDF, 186KB, 2 pages

This file may not be suitable for users of assistive technology. Request an accessible format.

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Trusts etc notes (2019)

Ref: SA107 Notes PDF, 374KB, 4 pages

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Trusts etc (2018)

Ref: SA107 PDF, 174KB, 2 pages

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Trusts etc notes (2018)

Ref: SA107 Notes PDF, 366KB, 4 pages

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Trusts etc (2017)

Ref: SA107 PDF, 170KB, 2 pages

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Trusts etc notes (2017)

Ref: SA107 Notes PDF, 374KB, 3 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.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

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.

Related forms and guidance

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 7 April 2020 + show all updates

1. 7 April 2020

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

2. 6 April 2019

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

3. 6 April 2018

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

4. 6 April 2017

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

5. 6 April 2016

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

6. 6 April 2015

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

7. 4 April 2014

   Added translation