In the Navigation pane click on Trusts etc. and select the relevant tab.
Please read the HMRC document sa107-notes.
Trusts details
Income: from trusts and settlements, chargeable on settlers, from estates of deceased persons
Click on the relevant tab and make the appropriate entries.
Entries made on the Additional Information area will be printed in box 25 on page T2 of form sa107. Entries made via Comments are for information only and do not appear on the return or the supplementary pages. The first few words of comments appear to the right of the relevant boxes.
Finishing
When no further entries are necessary check the Completed tick box in the lower left hand corner of the screen. Although doing this does not preclude further entries or amendments the online submission process will not proceed if there are unchecked boxes in sections containing data.
A small green tick in the relevant section on the left hand pane confirms that the Completion box is checked.
Where a source of trust income finishes ensure that standing data is not carried forward to later years by checking the Source ceased tick box in the lower right hand corner of each screen.
| Notes | Helpsheets | ||
| sa107-notes | Trusts etc. | hs270 | Trusts and settlements |
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