Self Assessment and R185

Dilbert_Investor

I’m completing my self assessment for last tax year and have income from an estate under administration (R185), but cannot see where it goes.  I wondered if anyone else might know?

probate_slave

There's nowhere to put estate income in HMRC software because their programmers under licence never coded SA107 "Trusts etc". HMRC provide a long list of commercial programs which include SA107 and can submit your entire SA return using your normal login details. I found TaxCalc (£38 for 2024/25) very impressive recently, others are half that price.

poseidon1

probate_slave said:

There's nowhere to put estate income in HMRC software because their programmers under licence never coded SA107 "Trusts etc". HMRC provide a long list of commercial programs which include SA107 and can submit your entire SA return using your normal login details. I found TaxCalc (£38 for 2024/25) very impressive recently, others are half that price.

Regrettable as it maybe, the exclusion of the SA 107 is consistent with the fact that the primary Executors/Trustees SA900 return is also unavailable to complete on the Government portal and requires specialist third party software like Taxcalc.

Justification appears to be that HMRC's online portal only suitable for 'simple' personal returns and the reporting of trust and estate income is considered complex.

For the OPs reference herewith the SA107 in pdf form although it is now too late to submit a paper SA100 -

https://assets.publishing.service.gov.uk/media/67e3e8942621ba30ed977635/SA107-2025.pdf