Introducing the Ftax SA900 Trusts and Estates Web Form

We are very grateful to our clients for their comments and suggestions, without which these guides would not be possible.
If you have a suggestion to improve this guide or its associated video, please email tracey@ftax.co.uk

How to use the Ftax SA900 Trusts and Estates Web form

This guide covers how to complete and submit the FTax SA900 Trusts and Estates Web form 

This guide is broken down into the following steps:

1. Register the trust with HMRC
2. The SA900 Web form is now available on your dashboard
3. View the Web Form Overview
4. Attach any required PDFs
5. Submit the form

1. Register the trust with HMRC

Firstly, the trust will need to be registered with HMRC and will have its own UTR and Government Gateway credentials. Further information on this is available via the HMRC website:

2. The SA900 Web form is now available on your dashboard

To open a new SA900 Web form, click the red 'new' button on your dashboard. 

If you have previously allocated a credit using a PDF SA900 form, the same credit will work for the Web form. In this case, click 'select existing client' and choose a client from the drop-down list.

If this is a new return, enter the name of the trust and the trust's UTR. 

Enter the period from and to dates. The form will automatically tell you which year you need to buy a credit for. 

If you already have a credit, click 'credit'. Once the credit has been allocated, you can close the form is you wish. It will be available via the 'Web forms' tab on your dashboard. 

Please note, web-forms are only supported for periods ending on or after 07/04/2022. For earlier returns, please use the PDF form. 

3. View the Web Form Overview 

All Ftax Web forms have an Overview page to guide you through the process of preparing and submitting the tax return. 

Scroll down to begin entering your data. HMRC provides notes which give further information and which are available at the top of each section. Click on a box to see more information from Ftax about what is required. 

Use 'Select sections' in the vertical menu bar to the left of the form to add or remove sections. 

Some sections will allow you to have multiple copies. Those are indicated with an 'Add New' button. 

Q1 to Q23 will then be completed for you. 

Pay particular attention to the tick boxes in Q8 as these will affect your tax liability calculation. Please read the HMRC notes on this and tick one of 8.2, 8.4, 8.16 or choose to tick none of them. You are advised to select carefully as significant differences in your tax liability will occur depending on your choice. 

To save your progress, click the 'save' button on the menu bar. 

Any errors or omissions in the form will be highlighted in yellow. Click 'return to form' to see these errors. 

When you have finished entering your data, save the form and click 'back to overview'. Scroll down to the 'tax calculation' section. The form will have calculated your tax liability. Click 'confirm'. 

This will enable you to see the tax calculation overview and the calculation breakdown. These are downloaded and saved on your own computer. 

A PDF copy can be downloaded if necessary. This will include an IR mark which will remain unchanged when the form is submitted provided no changes are made to the form. 

Please note that the payments summary is an estimate. For a definitive guide as to how much tax is owed, you should wait two days after submitting the Ftax SA900 and then logic to your HMRC account. 

4. Attach any required PDFs

If additional information is necessary, this may be attached as a PDF. To attach a PDF, go to the 'edit trust & estate form' section and click 'edit form':

And then click 'attachments' on the menu bar and browse to the file which needs to be attached. 

6. Submit the form

Finally, submit the form to HMRC. Go to the 'submit' section at the bottom of the overview. Enter the trust's HMRC User ID and password and agree with the Ftax declaration.

 If you are an agent and have the agreement of your client, click 'Agreed by Client'. The 'Submit' button will now become available. 

An on screen receipt will confirm successful submission and then two emails will be sent, one from the Ftax servers and one from HMRC. 

If you have already submitted, have received an email confirming successful submission and now wish to make an amendment, click the 'Submit as Amendment' box before submission. 

Please be aware that if you have received an error receipt, you should not click 'Submit as Amendment' until you have received notification of a successful submission. 

We are very grateful to our clients for their comments and suggestions, without which these guides would not be possible.
If you have a suggestion to improve this guide or its associated video, please email tracey@ftax.co.uk