SA901 Trust and Estate Trade Forms

Trust and Estate Trade form SA901 must be completed if at any time during the tax year the trust or estate carried on a trade, profession or vocation as a person in the UK or abroad. If you are the personal representative of a deceased Name at Lloyd's, you may need to complete the SA901L Trust and Estate Lloyd's Underwriters form instead. If the trust was a member of a partnership, fill in the Trust and Estate Partnership SA902 form.

HMRC guide for SA901 will assist you in completion of the forms.

Andica SA900 Trust and Estate Software provides features for completion of the Trade form SA901 which can be activated within the software if you have ticked the 'Yes' box in Q1 of Step 2 of the SA900 Trust and Estate Tax Return.