Guidance

Self Assessment technical specifications (2019): trust and estate returns

Trust and estate returns technical specifications for Self Assessment Online software developers.

Documents

Trust RIM artefacts version 1.0 (01 October 2018)

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Validation rules for trusts version 3.0.1 (30 October 2018)

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Trust long tax and National Insurance contributions calculation version E1.0.1 (20 September 2018)

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Trust calculator version 2.1.2 (05 October 2018)

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Recognition process version 1.0 (18 February 2019)

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Specials and exclusions version 1.0 (18 March 2019)

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Details

Trust and estate returns technical specifications for software developers working with the Self Assessment Online service.

Updates to this page

Published 13 December 2018
Last updated 25 March 2019 + show all updates
  1. Specials and exclusions v1.0 document added.

  2. Recognition process for 2018 to 2019 added.

  3. First published.

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