Personal tax – form

Self Assessment: Trusts etc (SA107)

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• Cymraeg

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 (2016)

Ref: SA107 PDF, 141KB, 2 pages

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Trusts etc notes (2016)

Ref: SA107 Notes PDF, 328KB, 3 pages

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Trusts etc (2015)

Ref: SA107 PDF, 142KB, 2 pages

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Trusts etc notes (2015)

Ref: SA107 Notes PDF, 324KB, 3 pages

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If you use assistive technology (eg 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

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Trusts etc notes (2014)

Ref: SA107 Notes PDF, 308KB, 8 pages

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Trusts etc (2013)

Ref: SA107 PDF, 126KB, 2 pages

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Trusts etc notes (2013)

Ref: SA107 Notes PDF, 275KB, 8 pages

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

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Ymddiriedolaethau ac ati (2016)

Ref: SA107 PDF, 43.7KB, 2 pages

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Detail

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

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

• Published: 4 April 2014
• Updated: 6 April 2016

+ full page history

• 6 April 2016 12:45am: Rates, allowances and duties have been updated for the tax year 2016 to 2017.
• 6 April 2015 12:30am: The 2015 to 2016 form has been added to this page.
• 4 April 2014 1:00am: Added translation

• From: HM Revenue & Customs
• Part of: Self Assessment forms and helpsheets: trusts and estates