A Trustee of a Trust or a Personal Representative of a deceased person needs to complete an SA900 Trust and Estate Tax return and submit it to the HMRC. Andica SA900 Trust & Estate software assists you with preparation of a tax return, calculation of trust and estate tax liabilities and secure online submission of the returns.
The Trust and Estate software includes SA900 and relevant supplementary forms as listed on the
Features page and is designed to look like the HMRC forms with some small variations.
Who can use Andica SA900 Trust and Estate tax returns software?
Personal Representative of a deceased person
A personal representative of a deceased person may need to complete an SA900 Trust and
Estate Tax Return and relevant supplementary forms to declare a deceased person's income received during the administration period. Administration period is the period that runs from the day following the date of death until their estate has been distributed. This is so that any tax owed on that income can be paid to the HMRC.
Trustees of a Trust
A Trustee of a Trust authorised to complete the
SA900 Trust Tax Return.
Tax advisers (Agents), Accountants, Solicitors and other Professionals
A Tax adviser (agent), Accountants, Solicitors and other Professionals who are preparing Trust and Estate tax returns for their clients. The software is available for multiple partnership bands (of 5, 10, 25, 50, 100 and Unlimited Trust and Estate records) and for larger practices requiring multiple users to access and share the data on the network, multi-user licenses are available.
