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
12 May 2023 — See all updates

Documents

Trusts etc (2023)

Ref: SA107

PDF, 202 KB, 2 pages

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Trusts etc notes (2023)

Ref: SA107 notes

PDF, 417 KB, 4 pages

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Trusts etc (2022)

Ref: SA107

PDF, 261 KB, 2 pages

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Trusts etc notes (2022)

Ref: SA107 notes

PDF, 406 KB, 4 pages

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Trusts etc (2021)

Ref: SA107

PDF, 243 KB, 2 pages

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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.

Trusts etc notes (2021)

Ref: SA107 notes

PDF, 403 KB, 4 pages

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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.

Trusts etc (2020)

Ref: SA107

PDF, 232 KB, 2 pages

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Trusts etc notes (2020)

Ref: SA107 notes

PDF, 381 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
  • 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 12 May 2023 + show all updates

  1. How to complete box 18 has been updated in the SA107 notes for tax year 2022 to 2023.

  2. The SA107 form and notes have been added for tax year 2022 to 2023. Versions of the form and notes for 2019 have been removed.

  3. 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.

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

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

  6. The 'Trust etc' 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. Added translation

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