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Trusts

TaxCalc Trust
For Accountancy Practices and Tax Advisors

For Individuals, Businesses, Trusts and Partnerships

TaxCalc Trust

For Windows, Mac and Linux

Buy Now

You can buy, download and use TaxCalc Trust today for just  £40.00 incl. UK VAT

Make light work of your tax return

With a heritage dating back nearly 30 years, TaxCalc has been trusted by hundreds of thousands of taxpayers to help them with their tax return.

TaxCalc Trust provides fast and direct completion of the SA900 Trust and Estates form, together with numerous wizards and worksheets to help you make the correct choices and ensures that the Trust pays the right amount of tax.

 

 

Experts you can trust

TaxCalc Trust is based upon the same core technology as our award winning software for Practices, which are used by thousands of firms of accountants up and down the country.

TaxCalc's support team is staffed by tax professionals who are on hand to help you fill out your forms.We are so confident in our software that there is no additional charge for support. Our lines are open from 9:30am to 5:00pm Monday to Thursday and 9:00am to 5:00pm Friday, with extended hours until 8:00pm in January.

Other forms available



Licences of TaxCalc Trust can be bought on their own or as part of a package with other types of tax returns.

Please visit our Questions page in this section to find out more about products that feature the SA900 Trust return.

Ready for 2016/2017



We work closely with HMRC to ensure that your software is always up to date.

TaxCalc Trust has been fully updated to cater for the 2016-17 tax year for Self Assessment.

Previous years available



If you need to complete a tax return for
an earlier tax year, we stock products to
buy and download that are suitable for
tax years dating back as far as 2007.

Returns by paper

If you wish to file your return by paper, make sure your return reaches HMRC by the deadline of 31st October or face a £100 penalty

When do I need to file my return?

If you need to complete a tax return and miss the paper filing deadline, you must file your trust tax returns by 31st January 2018 to avoid penalties

How do I complete my tax return
with TaxCalc?

We have prepared a downloadable guide packed with
useful tips and frequently asked questions to help you
complete and file your tax return online to HMRC.


Tax is going Digital

Digital record keeping for the self-employed, landlords, partnerships and trusts with a trade.

We've designed TaxCalc MTD CashBook, a beautifully-simple record-keeping solution.

Whether it's full bookkeeping or a box of records TaxCalc MTD has the solution.

Find out more
Cashbook screen

Fully comprehensive, yet easy to use software

TaxCalc Trust is the simplest and most complete way to file your tax return online.

All the necessary forms

TaxCalc Trust includes the standard SA900 Trust and Estates return, all supplementary pages and the R185 form, which is used to report trust income to the beneficiaries or settlor of the trust.

Easy to complete

Fill out your return directly using HMRC Forms mode. To help with the calculations, our Wizards and Worksheets help break down the data capture and perform many otherwise manual calculations for you.

Check before you file

Use Check & Finish to validate your entries and address any potential problems before you file your return.

Ready for 2016-17

We work closely with HMRC to ensure that your software is always up to date.
TaxCalc Trust has been fully updated to cater for the 2016-17 tax year for Self Assessment.

Expandable and upgradeable

TaxCalc Trust can be upgraded with additional Individual, Partnership, Corporation Tax and Trust forms.

Please call 0345 5190 882 to discuss your requirements.

Features in detail

At a glance

 

  • Facsimile HMRC Forms mode for direct entry of your tax return
  • Check & Finish routine to validate entries in your tax return
  • All SA900 Trust and Estates supplementary pages including Trade, Lloyd's and Non-residence
  • Integration between R185, R40 Forms and SA100 Individual tax returns
  • Link R185 Forms to settlors and beneficiaries
  • On-the-fly tax liability calculation
  • Calculation and repayment summary
  • Compare last year's tax data with the current return
  • Export reports to PDF, Microsoft Word and Microsoft Excel
  • Password protection your returns

 

  • Full HMRC Forms and tax guidance help manual
  • Unlimited email and telephone support
  • Anonymous "send return to TaxCalc" function to get help from our Support team
  • Implementation of HMRC’s application programming Interface (API) strategy to populate data from HMRC systems into your tax return
  • Includes High Income Benefit Charge
  • Implementation of HMRC’s application programming Interface (API) strategy to populate data from HMRC systems into your tax return. *
  • Auto-save function
  • Context-sensitive help

Supplementary pages provided:

 

  • SA900Trust Return**
  • SA901 Trade**
  • SA901LLloyd's Underwriters: income from members of Lloyd's**
  • SA902Partnerships**
  • SA903Property**
  • SA904Foreign Income**
  • SA905Capital Gains**
  • SA906Non-residence**
  • SA907Charities**
  • SA923Estate Pension Charges etc.**
  • SA951Tax Calculation Guide**

* Please note that the Application Programmable Interfaces (APIs) that enable TaxCalc to do this will not be available until HMRC activate this functionality
** TaxCalc software provides these supplementary pages, which even HMRC's own software packages currently do not support

Accessorise your TaxCalc


TaxCalc sports a number of helpful add-ons. You can choose one or more add-on modules
and review pricing when you come to buy your software.

TaxCalc Dividend Database (2016-17 year)

Make the entry of dividend data a snap with this database of FTSE350 and AIM listed dividend data for the 2016-17 tax year. Bring forward your shareholdings from your 2015-16 tax return and TaxCalc Dividend Database will do the rest.

The database is released in June each year to include dividends paid up to the end of the previous tax year.

£5.99

Backup CD and Delivery

For customers with slower internet connections, or just to keep a copy for peace of mind, receive your copy of TaxCalc 2017 on CD.
Price includes worldwide delivery.

Note: an internet connection is still required to license your software.

£9.99

TaxCalc in action

We pride ourselves on delivering high quality and easy to use software. Please click on a screenshot below to
see how you use TaxCalc and see how easy it is to complete your tax return.

TaxCalc organises and provides access to tax returns for the 2016-17, 2015-16, 2014-15 and previous years up until 2011-12.

TaxCalc manages the production and progress of your tax returns, together with additional supporting forms.

HMRC Forms mode mode displays a facsimile form for fast direct entry.

When you get to the end of your return, Check and Finish validates the entries you've made and highlights any potential issues before you file.

TaxCalc files online and tells you when your return has been successfully received by HMRC.

*TaxCalc is sold according to tax years, each of which is bought separately. Please see our Versions and Prices for more info.

Frequently asked questions

The questions below provide immediate answers to many aspects of TaxCalc Trust.
If you have any further questions, please call 0345 5190 882 or email sales@taxcalc.com

Does TaxCalc work on
Windows 10?

Yes. TaxCalc's software has been fully tested with Microsoft's latest operating system and we can confirm that it does indeed work with Microsoft Windows 10. For a full compatibility list please see the System Requirements for TaxCalc.

Does TaxCalc work on Apple Macs?

Yes. TaxCalc will run on any 64-bit Macintosh running Mac OS 10.8 or higher.

Does TaxCalc work on Linux

Yes. TaxCalc will run on any 64 bit kernal 3.2 (or higher), Debian (e.g. Ubuntu) or Redhat based distributions.

Do I have to buy the software
every year?

TaxCalc is an annual purchase because we have to redevelop it each year to new rates and tax rules. Your licence is perpetual and will continue to provide future access to unused returns for purchased tax years.

Since TaxCalc is an all-in-one application, when you buy next year's licence, all you need to do is open TaxCalc and it will update itself to add in the 2017-18.

Can I upgrade or add
additional returns?

Yes. TaxCalc Trust can be upgraded with additional Individual, Partnership, Corporation Tax and Trust forms.

Other products in our range treat the SA900 Trust and Estates return as an add-on module, which can be bought at point of purchase.

TaxCalc Individual
Caters for the SA100 Individual return for you and your family.

TaxCalc Partnership
Caters for the SA800 Partnership return and up to six SA100 Individual returns for the partnership, the partners and their family members.

TaxCalc Limited Company
Caters for the CT600 Corporation Tax return and up to six SA100 Individual returns for the company, the directors and their family members.

TaxCalc Tax Return Production
Aimed at accountants, tax advisors and legal professionals, TaxCalc Tax Return Production has been built to manage the fast and efficient production of all types of returns for clients.

Alternatively, to discuss your requirements, please call us on 0345 5190 883 or email sales@taxcalc.com.

Can I buy previous years'
returns?

Yes. We supply tax software dating back to the 2007-08 tax year. You can find this on the Versions and Prices page.

 

 

How many computers can I
install TaxCalc Trust onto?

For your convenience, TaxCalc Trust may be installed on two computers.

Choose your TaxCalc


Please select from the options below to build your TaxCalc Trust order.
You will choose your operating system when you download your software.
TaxCalc 2017 Trust Solo£40.00
Prepare one SA900 Trust and Estates return. Includes all supplementary pages.
TaxCalc 2017 Trust Duo£75.00
Prepare two SA900 Trust and Estates returns. Includes all supplementary pages.
Options
Dividend Database£5.99
This add-on provides a database of dividends of FTSE350 and AIM listed companies for the 2016-17 tax year. The database is released in June each year to include dividends paid up to the end of the previous tax year.
Looking for even more SA900 Trust returns?
Please call us on 0345 5190 882 or email support@taxcalc.com to discuss your needs.
Alternatively you may want to consider TaxCalc Trust Unlimited. Aimed at accoutants, tax advisors and legal professionals,
it has been built to manage the fast an efficient production of SA900 Trust returns.

Take me to the TaxCalc Trust Unlimited purchase page
Looking for other types of tax return?
If you wish to complete other tax return forms, such as SA100 Individual or SA800 Partnership returns, as well as the
SA900 Trust return, TaxCalc has products for you

Please follow the links below to find your required products:

TaxCalc Individual
Caters for SA100 Individual return for you and your family.

TaxCalc Partnership
Caters for the SA800 Partnership return and up to six SA100 Individual returns for the partnership,
the partners and their family members.

TaxCalc Limited Company
Caters for the CT600 Corporation Tax return and up to six SA100 Individual returns for the company,
the directors and their family members.
Looking for tax years prior to 2016-2017 tax year?
If you need to complete a tax return for an earlier year, we stock products to buy and download that are suitable for tax years dating back as far as 2011
Show previous years
Backup CD£9.99
Receive your TaxCalc software on CD. Includes worldwide delivery.
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VAT will be calculated in accordance with the country where this software will be used.
This will be confirmed during your purchase.
VAT will be charged to purchases in accordance with the prevailing rules. Copyright © 2017 Acorah Software Products Limited. All Rights Reserved.
TaxCalc, SimpleStep and TaxCalc CloudConnect are registered trademarks of Acorah Software Products Limited. Unauthorised use of these marks is strictly prohibited.
Microsoft, Internet Explorer, Outlook and Windows are registered trademarks of Microsoft Corporation in the United States and/or other countries.
Apple, Mac, Mac OS, OS X and Safari are trademarks of Apple Inc., registered in the U.S. and other countries.
Linux is the registered trademark of Linus Torvalds in the U.S. and other countries.
Our registered office is: Rubra One, Mulberry Business Park, Fishponds Road, Wokingham, RG41 2GY . Registered number 03948264 (England and Wales). VAT number: 855 5726 91.