Trust & Estate Tax Return

£46.00

This price includes a single-user registration to use the secure Taxfiler service to prepare and file one Trust & Estate Tax Return and computation for tax years up to 2020-21 (year ended 5 April 2021).

Features

Full Trust & Estate form (SA900) with all supplementary forms
Suitable for use by trustees or personal representatives
Full calculations of tax liability, including tax pool computation
All types of trust are supported, including non-resident and charitable trusts
Produces R185 forms to aid trust beneficiaries in completing their personal tax returns
Works on all modern browsers, including tablets and Apple Macs

Forms included with a Trust & Estate tax return

SA900	Trust & Estate Return (2013-2021)
SA901	Trust & Estate Trade
SA901L	Lloyds’ underwriters
SA902	Partnership
SA903	UK property
SA904	Foreign
SA905	Capital gains
SA906	Non-residence
SA907	Charities
SA923	Pension charges etc
R185 (Trust)	Statement of income to trust beneficiaries
R185 (Settlor)	Statement of trust income chargeable on settlor
R185 (Estate)	Statement of estate income

How does it work?

Sign up for an account

Use our secure sign-up page to create an account in seconds.

Make payment

You can pay via a PayPal account or a credit or debit card.

Input your data

Input your details in our simple to use data-entry pages. As you enter the data it will be saved so you can complete the input over several visits if necessary.

View your final return

View your tax return form on screen, or save as a PDF to print.

Prepare your tax return for filing

When you are happy, our software will validate your tax return and check that it can be accepted by HMRC.

Submit to HMRC

Taxfiler will submit your tax return directly to HMRC, and you will need to enter your Trust’s Government Gateway user id and password into Taxfiler so that HMRC will know that it is being submitted by you. Taxfiler will wait until it receives confirmation from HMRC that the return has been received. HMRC will also send you an email notification when they have received your tax return, so that you know that Taxfiler has submitted it correctly.

Use your favourite browser

Taxfiler can be accessed using most modern browsers. Whether you are running Windows on a PC or laptop, or using an Apple iMac or MacBook, or a tablet, you can be confident that Taxfiler will work for you.

Help & Support

Support desk

We are sure you will find Taxfiler easy to use and that you will file your return quickly. If you do have a question, just send an email to our support desk (support@taxfiler.co.uk) and we will be happy to help.

Opening hours

Our support team are available during normal business hours, Monday-Friday 9am to 5pm (UK time). If you email outside these hours then you may not receive a reply until the support desk opens. During January as the filing deadline approaches our support team work extended hours to help ensure your submission goes smoothly.

Tax questions?

Note that our help is limited to the use of Taxfiler and we are not able to give advice on any specific tax queries you may have. If you need expert tax advice then we recommend you speak to HMRC or to a professional tax adviser.

Important note

To file online with Taxfiler, the trust must be registered with HMRC online services and have an activated User ID and Password. You will need to know the Unique Taxpayer Reference (UTR). You can register a trust for HMRC online services on the HMRC website.
Filing deadlines
HMRC send activation codes by post and this can take up to 10 days. If you have not activated your online ID by 31st January then you will not be able to submit your tax return before the filing deadline using our service. To check if your User ID and Password are active you can try logging into HMRC online. If you are able to login and view your account then you will be able to submit your tax return with Taxfiler.