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Trusts and Estates

Trusts & Estates Self-Assessments (SA900)

File the Trust and Estate Tax Return online with HMRC-recognised Ftax. Start the SA900 in minutes, follow straightforward on-screen prompts, submit securely to HMRC, and keep your electronic submission receipt for your records. Ftax provides a dedicated SA900 web form with a simple, guided flow from setup to submission.


Ready to file?

Ftax For Trusts and Estates SA900

Ftax Individual Trust and Estate SA900 (2024/25)

1 Credits
£44.00

Ftax Agent Trust and Estate SA900 (2024/25)

2 Credits
£55.00

Ftax Business Trust and Estate SA900 (2024/25)

1 Credits
£44.00

Built for trusts and estates

The SA900 can be complex. Ftax keeps the process tidy: only the sections you need are shown, built-in checks highlight anything missing, and you can pause and return at any time. When you’re ready, submit directly to HMRC; your acknowledgement and receipt are stored in your account for audit and year-on-year reference.

Choose the right option

Individuals

If you’re a trustee or personal representative filing a single return, Ftax guides you through income, gains and distributions without the jargon. Review a clear summary, submit, then download your HMRC receipt.

Ftax Business Trust and Estate SA900 (2024/25)

1 Credits
£44.00

Businesses / Professional Executors

Handle a one-off trust or estate efficiently. Create the return, attach the relevant schedules, run validation checks and submit. Your account keeps a clean archive of acknowledgements and receipts for compliance.

Ftax Business Trust and Estate SA900 (2024/25)

1 Credits
£44.00

Agents / Accountants

Manage multiple SA900s from one place. Organise client records, reuse core details each year, and maintain a full filing trail with stored receipts. Credit bundles are available to suit busy periods.

Ftax Business Trust and Estate SA900 (2024/25)

1 Credits
£44.00

Why Ftax

  • HMRC-recognised software for Trusts & Estates SA900 electronic filing.
  • Guided entry with validation to reduce errors before submission.
  • Save & return at any time; receipts stored in your account after filing.
  • Support & form help available from within the product.

Note: SA900 online filing requires suitable commercial software; HMRC does not provide a free online SA900 service.

How it works

  • Create your Ftax account, start an SA900 and follow the step-by-step flow.
  • Add schedules only where they apply, run the built-in checks, then submit securely to HMRC.
  • Your electronic submission receipt is saved alongside the return for future reference.

Trusted by UK Tax Filers

Customer Feedback

Ready to file?

Ftax For Trusts and Estates SA900

Ftax Individual Trust and Estate SA900 (2024/25)

1 Credits
£44.00

Ftax Agent Trust and Estate SA900 (2024/25)

2 Credits
£55.00

Ftax Business Trust and Estate SA900 (2024/25)

1 Credits
£44.00

FAQs

Do I need software to file SA900 online?

Yes. HMRC requires commercial software to file SA900 electronically. Ftax is HMRC-recognised for this purpose.


Is Ftax suitable if this is my first SA900?

Yes. The web form is structured in plain sections with checks that flag common issues before submission.


Can I manage multiple trusts/estates?

Yes. Choose the Agents option to organise multiple clients and credits, with stored receipts for each filing.


Who must file an SA900?

Trustees and personal representatives usually file SA900 when the trust or estate has taxable income or gains, or when HMRC issues a notice to file.


What do I need before I start?

  1. Trust/estate name and UTR
  2. Trustee/personal representative details
  3. Income and gains figures (bank interest, dividends, rents, disposals, etc.)
  4. Any reliefs, R185/R105 statements, and distributions to beneficiaries

You can save and return while you gather anything missing.


How do I pay any tax due?

Payment of Trusts & Estates liabilities is made to HMRC using their payment options. Ftax handles the return and electronic submission; it does not collect taxes.


What if HMRC rejects my submission?

Ftax shows the HMRC message so you can fix the specific item and resubmit. Your account keeps an audit trail of attempts and the final acceptance receipt.


Do I need agent authorisation to file on behalf of a client?

Agents must hold the right HMRC authorisation for Trusts and Estates before filing. Ftax does not grant or manage HMRC authorisations.

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Disclaimer

Ftax does not provide accounting, tax, business or legal advice. This guide has been provided for information purposes only. You should consult with your own professional advisors or with HMRC for advice directly relating to your business before taking action in relation to any of the content provided. Ftax Support will only be able to assist you with matters directly concerning the Ftax products and service.