Guidance

Self Assessment technical specifications (2025) 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: 22 October 2024
• Last updated: 31 January 2025 — See all updates

Documents

Self Assessment Trust RIM Artefacts version 1.0

ZIP, 2.04 MB

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Validation Rules for Trust and Estate version 3.0.0a

ODS, 79.5 KB

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Calculate Tax for Trust and Estate version 3.0.0a

ODT, 111 KB

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Test Case Generator (Tester) Trust and Estate version 3.0.0

652 KB

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Details

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

Published 22 October 2024
Last updated 31 January 2025 + show all updates

1. 31 January 2025

   The attachments 'Validation Rules for Trust and Estate version 3.0.0a', 'Calculate Tax for Trust and Estate version 3.0.0a' and 'Test Case Generator (Tester) Trust and Estate version 3.0.0' have been added.

2. 22 October 2024

   First published.