Skip to main content
Form

Self Assessment: Trust and Estate Trade (SA901)

Use supplementary pages SA901 to declare details of trades on the SA900 Trust and Estate Tax Return.

Updates to this page

From:
HM Revenue & Customs
Published:
15 July 2014
Last updated:
6 April 2026
Show all updates

  1. The form and notes for tax year 2025 to 2026 has been added, and the version for tax year 2021 to 2022 has been removed.

  2. The form and notes have been added for the 2024 to 2025 tax year. The form and notes for the 2020 to 2021 tax year have been removed.

  3. The Trust and Estate Trade form and notes have been added for tax year 2023 to 2024. The Trust and Estate Trade form and notes for tax year 2019 to 2020 have been removed.

  4. The form and notes have been added for tax year 2023 to 2024.

  5. The SA901 form and notes have been added for tax year 2021 to 2022. The form and notes for 2018 have been removed.

  6. 2021 form and notes added

  7. A new version of the form and notes have been added for the 2019 to 2020 tax year.

  8. The form and notes have been added for tax year 2018 to 2019.

  9. The form and notes have been added for tax year 2017 to 2018.

  10. The 2016 to 2017 form and notes have been added to this page.

  11. Rates, allowances and duties have been updated for the tax year 2016 to 2017.

  12. The 2015 to 2016 form has been added to this page.

  13. First published.

Documents

Trust and Estate Trade (2026)

PDF, 165 KB, 4 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Trade notes (2026)

PDF, 206 KB, 8 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Trade (2025)

PDF, 234 KB, 4 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Trade notes (2025)

PDF, 235 KB, 8 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Trade (2024)

PDF, 274 KB, 4 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Trade notes (2024)

PDF, 143 KB, 9 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Trade (2023)

PDF, 274 KB, 4 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Trade notes (2023)

PDF, 145 KB, 8 pages

This file may not be suitable for users of assistive technology.

Request an accessible format
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

Use the SA901 supplementary pages when filing an SA900 Trust and Estate Tax Return to declare if the trust or estate carried on a trade, profession or vocation.

Email HMRC to ask for this form in Welsh (Cymraeg).

Sign up for emails or print this page