Preparing an SA900 trust return

Preparing the return

1. Start it

   On the Tax returns tab open "Trust and estate tax return (SA900)", choose the year and press "Start".

2. Fill it in

   Choose the type of trust and enter the income and expenses.

3. Work out the tax

   Press "Save and work out the tax".

4. Approve and print

   Get the trustees' approval, then print the return.

Filing

Trust returns are printed from Accountin once approved and filed through HMRC or other software. Vulnerable beneficiary elections, settlor-interested trusts, estates and trust capital gains are entered outside Accountin.