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The information in this screen relates specifically to Estate in Administration Trusts and is used to complete information on the Tax Return and also the 41G.
Details of the deceased person may be entered manually or can be picked up from the IRIS database. To pick up the information from the IRIS database, click the magnifying glass at the right-hand end of the name field and select the client. The name and address details are used in form 41G (question 5).
To enter details manually, select manual entry and enter details accordingly.
Other information on this screen is used as follows:
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Date of Death |
The date of death of the deceased is used to complete 21.1 on the main Tax Return and also used to complete question 6a on form 41G. |
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Tax Reference |
This is used to complete question 7b on form 41G. |
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Tax District |
This is used to complete question 7a on form 41G. |
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National Insurance number |
This is also used on form 41G to complete question 7c. |
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Date Administration ceased |
If the administration has ceased, enter the date in this box. If it falls in the tax year, it will be shown on the main Tax Return at question 21.2. It will also be shown on form 41G at question 8. |
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No entries to place on Return |
There may be no entries required on the Tax Return because all the criteria on Page 2 of the main Tax Return has been met. If this is the case, this box will need to be selected. |
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Date of Deed |
If relevant, this date will show on form 41G at question 10. |
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Did the deed create a new trust as a replacement for the will trust? |
This is used on form 41G to complete question 9. |
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Did the deed create a new trust, additional to that established under the will or intestacy? |
This is used on form 41G to complete question 9. |
