Guidance

Self Assessment technical specifications (2024) 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 October 2023
• Last updated: 22 April 2024 — See all updates

Documents

Self Assessment Trust RIM Artefacts version 1.0

ZIP, 1.94 MB

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Validation rules for Trusts version 1.0.1a

ODS, 75 KB

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Trust long tax and National Insurance contributions version 1.2.0a

ODT, 82.5 KB

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Trust calculator (Tester) version 1.2.0

626 KB

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Special and exclusion cases version 1.0a

ODT, 30.3 KB

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Details

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

Published 20 October 2023
Last updated 22 April 2024 + show all updates

1. 22 April 2024

   Special and exclusion cases version 1.0a has replaced Special and exclusion cases version 0.1a.

2. 26 February 2024

   Self Assessment technical specifications for 'Special and exclusion cases version 0.1a' has been added.

3. 20 October 2023

   First published.