Trust and Estate notes

The HMRC have a numbr of "special" instruction regarding Trust and Estate returns.

The full list is at http://www.hmrc.gov.uk/ebu/2009-se-trust.pdf

The for other specials and exclusions documents see http://www.tax.co.uk/hmrc.htm

The most common 2 are on page 5 of this document and number 2 and 3. They are reproduced below for your convenience

Unique ID Box number Issue Workaround Status
2 Box 14.15 Where you only wish to submit box 14.0, 14.15 or both, the schema requires you to also submit one of 14.1 and 14.2. This was previously Special ID6 The workaround is to populate box 14.1 with “See additional Information” and 14.2 with zero. An explanation for these entriesshould be provided in the additional information box.
3 Box 13.0 Where entries are required in boxes 13.19 to 13.21 but an entry in box 13.0 is not applicable.This was previously Special ID8 The schema does not currently allow an entry in box 13.19 to 13.21 unless box 13.0 is submitted as ‘yes’. Where you only wish to submit entries in boxes 13.19 to 13.21 then a ’yes’ entry will also have tbe submitted in box 13.0.An explanation for this should be providedin the additional information box.

It is also worth updating to the latest version of the software from http://www.tax.co.uk/install/09.exe in case there have been changes since you last installed.