How do I get the section on Trusts to show up on my online tax return?

jem16

Just filling in my tax return for 2025/26 but I received income from my father's estate after his death. I can't seem to find the relevant section on the tax return.

Dead_keen

From memory, you can't do the SA107 with HMRC's online system. You need to do it with a paper return or use a commercial return thingy (which can cost less than £20).

jem16

https://forums.moneysavingexpert.com/discussion/comment/81955001#Comment_81955001

Typical! So the whole thing has to be either by paper or using some third party to file online?

Dead_keen

By commercial thingy I meant commercial self-assessment software. You still file it yourself.

poseidon1

As indicated by @Dead_keen the SA107 (below ) is not available on HMRC's online SA100 return-

https://www.gov.uk/government/publications/self-assessment-trusts-etc-sa107#:~:text=Use%20supplementary%20pages%20SA107%20to,what%20assistive%20technology%20you%20use.

If doing a paper return does not appeal, you need to invest in an appropriate 3rd party software provider that supports SA107, many do some don't so be careful to choose correctly - see HMRC list below -

https://www.gov.uk/government/publications/self-assessment-commercial-software-suppliers/self-assessment-online-commercial-software-suppliers

I use GoSimpletax, but cheaper providers are available.

jem16

https://forums.moneysavingexpert.com/discussion/comment/81955031#Comment_81955031

Yes sorry I knew you meant that. I was jus hoping you could file the main part online and then send the SA107 by post but it appears not.

jem16

https://forums.moneysavingexpert.com/discussion/comment/81955033#Comment_81955033

I can do a paper return but was just hoping I could do a mix of online and then send the SA107 by post but it appears not.

AbraTax appears to be free and does include the SA107 so looking at that just now. It's not a huge amount and would never be needed again so don't want to spend anything on it to be honest.

poseidon1

https://forums.moneysavingexpert.com/discussion/comment/81955046#Comment_81955046

Duly noted, although Abratax seems to be free whilst in its testing phase. You therefore will be a kind of guinea pig for them, so hopefully all goes smoothly.

jem16

https://forums.moneysavingexpert.com/discussion/comment/81955057#Comment_81955057

Do you happen to know if I use them for this tax return, can I then just revert back to the HMRC system as this is basically a one-off?

poseidon1

https://forums.moneysavingexpert.com/discussion/comment/81955194#Comment_81955194

Can't help on that one since I have never used HMRC's online system and always relied on third party software both professionally and personally.

Dead_keen

https://forums.moneysavingexpert.com/discussion/comment/81955194#Comment_81955194

HMRC don't mind what you use to submit.