SA900 | Self Assessment Cloud Trust and Estate Tax Return Software Features

Tax Return Forms

Andica SA900 Trust and Estate Tax Returns software supports the HM Customs & Excise HMRC (formerly Inland Revenue) SA900 tax return form and other supplementary forms you might need dependent on the types of income the Trust or Estate may have. In all, Andica SA900 Trust and Estate software supports the following forms:

SA900 – Trust and Estate Tax Return pages
SA901 – Trust and Estate Trade
SA901L – Trust and Estate Lloyd's Underwriters
SA902 – Trust and Estate Partnership
SA903 – Trust and Estate UK Property
SA904 – Trust and Estate Foreign
SA905 – Trust and Estate Capital Gains
SA906 – Trust and Estate Non-Residence
SA907 – Trust and Estate Charities
SA923 – Estate Pension Charges Etc.

Trust and Estate Tax Return Forms

HMRC Trust and Estate Tax Return ask for details of income and capital gains. Along with the SA900 Form or a notice to complete the Trust and Estate tax returns,

Trust and Estate Trade

Trust and Estate Trade form SA901 must be completed if at any time during the tax year the trust or estate carried on a trade, profession or vocation as a person in the UK or abroad.

Trust and Estate Lloyd's Underwriters

There are separate Lloyd's Underwriters forms for the special circumstances of a member of Lloyd's which you will have to complete if you are the personal representative of a deceased Name at Lloyd's and if the member died on or before the tax year end.

Trust and Estate Partnership

You must fill in the SA902 Trust and Estate Partnership form if at any time during the tax year the trust or estate traded with someone else and was entitled to a share of profits, losses or income from a business that it carried on in partnership.

Trust and Estate UK Property

You may need to fill in the SA903 Trust and Estate UK Property form if at any time during the tax year the trust or estate received income from land and property or furnished holiday lettings held in the UK.

Trust and Estate Foreign

You may need to fill in the SA904 Trust and Estate Foreign form if at any time during the tax year the trust or estate received foreign income:

Trust and Estate Capital Gains

You may need to fill in the SA905 Trust and Estate Capital Gains form if at any time during the tax year the trust or estate disposed of chargeable assets and:

Trust and Estate Non-Residence

You may need to fill in the SA906 Trust and Estate Non-Residence form if in the tax year you consider the trust or estate to be any of the following:

Trust and Estate Charities

Fill in the SA907 Trust and Estate Charities form if the trust is claiming total or partial exemption from tax.

Estate Pension Charges Etc.

Fill in the SA923 Estate Pension Charges form if the estate:

Types of Trust and Estates

Deceased persons estates
Bare trusts
Interest in possession trusts
Discretionary trust
Accumulation trusts
Mixed trusts
Settlor-interested trusts
Parental trusts for minors
Non-resident trusts
Trusts for vulnerable beneficiaries
Charitable trusts
Heritage trust
Employment related trusts
Investment trusts and unit trusts
Other business-related trusts

Online submission

You can complete and submit the tax returns electronically to the HM Customs & Excise HMRC via the Government Gateway using a File By Internet feature built within Andica SA900 Trust and Estate software. Submission is processed securely directly through to the HMRC systems, your data does not go through our servers. You will need a prior registration with the HMRC who will provide you with a Gateway User ID and Gateway Password.

Tax Return reports

The software provides facilities to preview and print SA900 Returns and all supplementary forms that you have selected. These reports can be printed for your records and are not for submission to HMRC.

Tax Calculation reports

SA951 Trust and Estate Tax Calculation report is produced by the software.

Import data

If you have used Andica SA900 Trust and Estate Tax Returns software for submission of last year’s tax returns then you can easily import all your static data, this eliminates the need to recreate trust records.