SA907 Trust and Estate Charity

Fill in the SA907 Trust and Estate Charities form if the trust is claiming total or partial exemption from tax.

Trust and Estate Charity form SA907 can be activated within the software if you have ticked the 'Yes' box in Q7 of Step 2 of the SA900 Trust and Estate Tax Return. HMRC guidance notes on SA907 provide further information in assisting you with the completion of the charity form.