Form

Self Assessment: Trust and Estate Tax Return (SA900)

Use form SA900 to file a Trust and Estate Tax Return.

From:
HM Revenue & Customs
Published
4 April 2014
Last updated
6 April 2024 — See all updates

Documents

Trust and Estate Tax Return (2024)

PDF, 331 KB, 12 pages

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Trust and Estate Tax Return guide (2024)

PDF, 1.01 MB, 28 pages

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Trust and Estate tax calculation guide (2024)

PDF, 95.6 KB, 18 pages

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Trust and Estate Tax Return (2023)

PDF, 273 KB, 12 pages

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Trust and Estate Tax Return guide (2023)

PDF, 933 KB, 28 pages

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Trust and Estate tax calculation guide (2023)

PDF, 91.5 KB, 17 pages

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Trust and Estate Tax Return (2022)

PDF, 273 KB, 12 pages

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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.

Trust and Estate Tax Return guide (2022)

PDF, 949 KB, 28 pages

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Trust and Estate tax calculation guide (2022)

PDF, 121 KB, 17 pages

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Trust and Estate Tax Return (2021)

PDF, 272 KB, 12 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.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Tax Return guide (2021)

PDF, 1.01 MB, 28 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.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate tax calculation guide (2021)

PDF, 90.7 KB, 18 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.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

You can send this tax return online instead of downloading the form, you’ll need to buy software for trust and estate Self Assessment tax returns to do this. Find out how to send your Self Assessment tax return online.

Include any relevant supplementary pages with your SA900 Trust and Estate Tax Return.

Email HMRC to ask for this form in Welsh (Cymraeg).

Supplementary pages

SA901: Trust and Estate Trade

SA901L: Lloyd’s Underwriters: income from membership of Lloyd’s

SA902: Trust and Estate Partnership

SA903: Trust and Estate UK Property

SA904: Trust and Estate Foreign

SA905: Trust and Estate Capital Gains

SA906: Trust and Estate Non-residence

SA907: Trust and Estate Charities

SA923: Estate Pension Charges

HS390: Trusts and estates of deceased persons: foreign tax credit relief for capital gains

HS392: Trust Management Expenses (TMEs)

Updates to this page

Published 4 April 2014
Last updated 6 April 2024 + show all updates

  1. The form and notes have been added for tax year 2023 to 2024.

  2. The form and notes have been added for tax year 2023 to 2024.

  3. The form and notes have been added for tax year 2020 to 2021. The forms and notes from 2017 and 2018 have been removed.

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

  5. Section for pension payment charges on page TTCG 12 and box T7.30 on page TTCG13 of the Trust and Estate tax calculation guide (2020) have been updated.

  6. A new version of the form and notes for tax year 2019 to 2020 have been added.

  7. The form and notes have been added for tax year 2018 to 2019.

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

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

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

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

  12. First published.

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