Income not liable to Special Trust Rate section (SA900)

For this section, values are entered via a grid, columns are created for each beneficiary.

Refer to the HMRC Trust and Estate Tax Return Guide if needed (opens in a new tab).

1. Open the required tax return, then select the Data input tab.
2. If the required section is listed, select it and skip the next step. If not, select Add a new section.

5. On Choose a section to add, select the Other information tab.

4. Under Trust information, select Income not liable special trust rate.

   If the section is crossed through, it has already been added to the tax return. To adjust it the existing values, close the window and select the section on the Data Input tab.

5. Complete the Total income from tax return and Income allocated to specific purposes columns, then select Save changes.