Do I need to select items in Step 1 and Step 2 of the SA900 form?
Question for Step 1 of the SA900 provides guidance to help you decide what supplementary forms and sections you need to complete. You do not have to use Step 1 and can go straight to Step 2.
Step 1 of the Trust and Estate Tax Return can be used to identify what supplementary forms, sections and questions you need to complete and whether you can ignore some of the Questions with the tax return depending on individual circumstances. In Step 1, when you tick
an option that applies to you and click ‘Next’, subsequent Questions and supplementary forms that do not apply to your returns will be disabled or hidden.
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