Form

Self Assessment: Trust and Estate Trade (SA901)

Use supplementary pages SA901 to declare details of trades on the SA900 Trust and Estate Tax Return.

Documents

Trust and Estate Trade (2024)

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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 Trade notes (2024)

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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 Trade (2023)

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 Trade notes (2023)

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 Trade (2022)

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 Trade notes (2022)

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 Trade (2021)

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 Trade notes (2021)

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

Use the SA901 supplementary pages when filing an SA900 Trust and Estate Tax Return to declare if the trust or estate carried on a trade, profession or vocation.

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

Updates to this page

Published 15 July 2014
Last updated 6 April 2024 + show all updates
  1. The Trust and Estate Trade form and notes have been added for tax year 2023 to 2024. The Trust and Estate Trade form and notes for tax year 2019 to 2020 have been removed.

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

  3. The SA901 form and notes have been added for tax year 2021 to 2022. The form and notes for 2018 have been removed.

  4. 2021 form and notes added

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

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

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

  8. The 2016 to 2017 form and notes have been added to this page.

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

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

  11. First published.

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