Skip to content
← For accountants & bookkeepers

Enter your idea

'Personal Tax allowing submission of Trusts (Box 6 on SA100)' has been merged into this idea

For accountants & bookkeepers: Xero Tax

Categories

(thinking…)

Personal Tax (UK) - Trust income (SA107)

I have just discovered Xero Tax can't do Trust Income pages. We need the full suite for Self Assessment.

8 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Damion Viney shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminEthan M (Admin, Xero) responded  · 

Hey everyone, just popping in to shift this idea to delivered! We are pleased to confirm this has now been released in UK personal tax. 

Please select 'New schedule' and then 'Trust and estates' in order to add this income.

Show previous admin responses (2)
Comments are closed An error occurred while saving the comment
  • Matthew Taylor commented  ·   ·  Report

    Can we have the SA107 (Trust Income) added to Xero Personal Tax

  • Luke Rawsthorn commented  ·   ·  Report

    Fully agree - Absolutely required and only the cheapest software solutions do not have this functionality. I had raised another thread for this:
    https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/46243252-personal-tax-allowing-submission-of-trusts-box-6

    All this talk about an amazing self assessment tool when you cannot even complete the basics! Very naieve.

  • Victoria King commented  ·   ·  Report

    Reporting foreign income from a Trust in Xero Tax, currently have to file return outside of Xero as this is not supported.

  • Luke Rawsthorn commented  ·   ·  Report

    As a self assessment tool, it would be expected that trusts would be included as part of the tax computation and submission, especially as it is applied to box 6 on the SA100 self assessment submission form and on the front page. This is not something new and has been extremely popular for many years. If we are to use Xero for MTD for ITSA, we need the ability to file correct self assessment submissions for our clients.