Vulnerable beneficiary relief section (SA900)

This section is used to show the amount of relief claimed.

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.

  3. On Choose a section to add, select the Reliefs and Deductions tab.

    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.

  4. Select Vulnerable beneficiary relief.
  5. Select Election made? if you want to claim relief for a vulnerable beneficiary.
  6. Enter the Amount of relief claimed. This populates box 10.1B on page 6 of the SA900.
  7. Select Save changes.