Trust

File your Trust and Estate tax return with confidence. TaxCalc Trust helps you complete the SA900 return quickly and correctly, with built-in guidance and checks along the way.

With nearly 30 years of experience behind it, TaxCalc is trusted by hundreds of thousands of taxpayers. It gives you a straightforward way to handle trust tax, without getting lost in complex rules or manual calculations.

From £56 per year

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Trust tax returns without the complexity

Trust returns can be detailed and time-consuming. TaxCalc keeps things clear, helping you focus on getting the return right first time.

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Check before you file

Check & Finish® reviews and validates your return before submission, highlighting missing or inconsistent information so you can fix issues early and file with confidence.

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Step-by-step guidance

SimpleStep® guides you through your return with clear, relevant questions, taking you straight to the sections that matter and helping you complete your Trust return faster with less confusion.

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Built for trust tax

Complete the SA900 Trust and Estates return directly, including all supplementary pages and R185 forms, in one place. Wizards and Worksheets help with data capture and calculations.

Complete your trust tax return with confidence

TaxCalc enables you to:

    • Complete the full SA900 Trust and Estates return, including all supplementary pages
    • Work through complex trust income and calculations with built-in tools
    • Automatically calculate the correct tax as you enter information
    • Use TaxCalc’s Simple Step tool for step-by-step guidance or HMRC-style forms, depending on how you prefer to work
    • Use TaxCalc’s Check and Finish feature to review your return for errors before submitting to HMRC
    • Generate R185 forms to report income to beneficiaries or settlors
    • Stay up to date with software aligned to the current tax year rules
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Everything you need to complete a trust tax return

TaxCalc gives you the tools to complete Trust and Estate returns accurately, whether you prefer guided steps or working directly in HMRC-style forms.

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Catch mistakes in time

 

  • The Check & Finish tools reviews your return before submission
  • Highlights missing or inconsistent information
  • Helps reduce errors and avoid HMRC rejections
  • Gives you confidence that your return is complete

Frequently asked questions

Find answers to questions you may have about TaxCalc.

Take the stress out of your Trust tax return

Complete your Trust and Estate tax return with clear guidance, built-in checks, and everything you need in one place.