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 SA900 (PDF, 296KB)

Description

Use form SA900 to file a Trust and Estate Tax Return.

Use form SA900 to file a Trust and Estate Tax Return for the tax year ended 5 April 2013

Supplementary pages

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SA901 Trust and Estate Trade (2013)
Use SA901 supplementary pages to declare details of trades when filing a trust and estate tax return for the tax year ended 5 April 2013

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SA901L Lloyd's Underwriters: income from membership of Lloyd's (2013)
Use the SA901 supplementary pages if your trust or estate received income from membership of Lloyd's for the tax year ended 5 April 2013

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SA902 Trust and Estate Partnership (2013)
Use the SA902 supplementary pages to declare details of a partnership when filing a trust and estate tax return for the tax year ended 5 April 2013

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SA903 Trust and Estate UK Property (2013)
Use the SA903 supplementary pages to declare income from land and property when filing a trust and estate tax return for the tax year ended 5 April 2013

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SA904 Trust and Estate Foreign (2013)
Use the SA904 supplementary pages to declare income and capital gains received abroad when filing a trust and estate tax return for the tax year ended 5 April 2013

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SA905 Trust and Estate Capital Gains (2013)
Use the SA905 supplementary pages to declare capital gains when filing a trust and estate tax return for the tax year ended 5 April 2013

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SA906 Trust and Estate Non-residence (2013)
Use the SA906 supplementary pages to declare residence status when filing a trust and estate tax return for the tax year ended 5 April 2013

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SA907 Trust and Estate Charities (2013)
Use the SA907 supplementary pages to declare charity status when filing a trust and estate tax return for the tax year ended 5 April 2013

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SA923 Estate Pension Charges etc. (2013)
If you are an estate trustee use the SA923 supplementary pages if the estate has received certain payments from registered pension schemes and from certain overseas pension schemes for the tax year ended 5 April 2013

Help and guidance relating to this form

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SA950 - Trust and Estate Tax Return Guide (2013) (PDF, 3.3MB)
A guide on completing the SA900 trust and estate tax return

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SA951 - Trust and Estate Tax Calculation Guide (2013) (PDF, 122KB)
Use the SA951 guide if you want to check or work out the trust and estate's tax

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HS390 - Trusts & estates of deceased persons: Foreign tax credit relief for Capital Gains (2013) (PDF, 82KB)
A guide for a trust or estate of a deceased person to calculate how much foreign tax credit relief you can claim against capital gains

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HS392 - Trust Management Expenses (TMEs) (2013) (PDF, 67KB)
A guide for trustees completing a Trust and Estate Tax Return

Forms for previous years

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SA900 Trust and Estate Tax Return (2012)
Find the tax return form, supplementary pages, notes and helpsheets for the Trust and Estate Tax Return for the 2011-12 tax year

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SA900 Trust and Estate Tax Return (2011)
Find the tax return form, supplementary pages, notes and helpsheets for the Trust and Estate Tax Return for the 2010-11 tax year

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SA900 Trust and Estate Tax Return (2010)
Find the tax return form, supplementary pages, notes and helpsheets for the Trust and Estate Tax Return for the 2009-10 tax year