Original document : https://www.gov.uk/government/publications/self-assessment-technical-specifications-2025-for-trust-and-estate-returns

Change description : 2025-04-09 10:43:00: The attachment ‘Trust Special Exclusions version 0.1a’ has been added. The attachment ‘Self Assessment Trust RIM Artefacts’ has been updated. [Guidance and regulation]

Showing diff : 2025-01-31 10:18:34.136516578 +00:00..2025-04-09 09:43:49.079856631 +00:00

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
319 JanuaryApril 2025 — See all updates

Documents

Self Assessment Trust RIM Artefacts version 1.01.1

ZIP, 2.041.8 MB

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Trust Special Exclusions version 0.1a

ODT, 28.5 KB

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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.

Updates to this page

Published 22 October 2024

Last updated 319 JanuaryApril 2025 + show href="#full-history">+ show all updates

    3. 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.

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Update history

2025-04-09 10:43
The attachment ‘Trust Special Exclusions version 0.1a’ has been added. The attachment ‘Self Assessment Trust RIM Artefacts’ has been updated.

2025-01-31 10:18
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.

2024-10-22 14:31
First published.