1. Home
  2. Self Assessment

Form

Self Assessment: Trusts etc (SA107)

From:
HM Revenue & Customs
Part of:
Self Assessment forms and helpsheets: trusts and estates and Self Assessment
Published:
4 April 2014
Last updated:
6 April 2017, see all updates

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

Documents

Trusts etc (2017)

Ref: SA107 PDF, 170KB, 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.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

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.

Trusts etc (2016)

Ref: SA107 PDF, 141KB, 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.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trusts etc notes (2016)

Ref: SA107 Notes PDF, 328KB, 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.

Trusts etc (2015)

Ref: SA107 PDF, 142KB, 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.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trusts etc notes (2015)

Ref: SA107 Notes PDF, 324KB, 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.

Trusts etc (2014)

Ref: SA107 PDF, 140KB, 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.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trusts etc notes (2014)

Ref: SA107 Notes PDF, 308KB, 8 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.

HS270: Trusts and settlements - income treated as the settlor’s

Document information

Published: 4 April 2014

Updated: 6 April 2017

+ full page history

  1. The form and notes have been added for tax year 2016 to 2017.
  2. Rates, allowances and duties have been updated for the tax year 2016 to 2017.
  3. The 2015 to 2016 form has been added to this page.
  4. Added translation

From: HM Revenue & Customs

Part of: Self Assessment forms and helpsheets: trusts and estates Self Assessment