Guidance

Self Assessment technical specifications (2017): individual returns

Individual returns technical specifications for Self Assessment Online software developers.

• From: HM Revenue & Customs
• Published: 22 December 2016
• Last updated: 15 January 2018 — See all updates

Documents

Self Assessment individual RIM artefacts version 2.0 (21 December 2016)

3.7 MB

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Tax and National Insurance contributions calculation version E5.18 (18 August 2017)

ZIP, 264 KB

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Stage 13 (Payments on Account) Tax and National Insurance contributions calculation version 1.0 (10 November 2016)

13.9 KB

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Test case generator version E10.14 (18 August 2017)

ZIP, 2.46 MB

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MTR mapping document version 1.0 (28 November 2016)

21.7 KB

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Special cases version 1.0 (19 December 2016)

PDF, 170 KB, 12 pages

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Exclusion cases version 8.1 (9 November 2017)

PDF, 206 KB, 28 pages

Recognition process and additional test case data version 1.0 (8 February 2017)

8.21 KB

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Details

Individual returns technical specifications for software developers working with the Self Assessment online service.

Published 22 December 2016
Last updated 15 January 2018 + show all updates

1. 15 January 2018

   Attachment exclusion cases version 7.0 has been replaced with version 8.1.

2. 20 October 2017

   The technical specifications Tax and National Insurance contributions calculation, Test case generator and Exclusion cases for software developers have been updated with the latest versions.

3. 30 June 2017

   Attachment file Exclusion cases version 2.0 has been replaced with version 4.0.

4. 29 March 2017

   Update to 2017 Individual Self Assessment technical specifications.

5. 22 December 2016

   First published.