Guidance

Self Assessment technical specifications (2023) for trust and estate returns

Use this technical documentation for trust and estate returns if you’re a software developer working with the Self Assessment Online service.

• From: HM Revenue & Customs
• Published: 20 January 2023
• Last updated: 5 May 2023 — See all updates

Documents

Self Assessment Trust RIM artefacts version 1.0

ZIP, 1.58 MB

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Validation rules for trusts version 1.10

ODS, 78.5 KB

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Trust calculator version 1.10

633 KB

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Trust long tax and National Insurance contributions calculation version 1.1.0

ODT, 75.2 KB

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Special and exclusion cases version 1.0a

ODT, 38 KB

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Details

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

Published 20 January 2023
Last updated 5 May 2023 + show all updates

1. 5 May 2023

   Special and exclusion cases version 1.0a has been added.

2. 16 March 2023

   Special and exclusion cases version 0.1a has been added.

3. 20 January 2023

   First published.