EFIS 18, April 2023 : Inheritance Tax / Inland Revenue

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HM Revenue & Customs has introduced the following Self-Assessment (Trust and Estates) forms for 2023, which are now available for immediate use.

The 2020 to 2021 National Assembly for Wales form and notes (SA102WAM) have been replaced with Senedd Cymru – Welsh Parliament (SA102MS) therefore the SA102(WAM) has been removed from the library to avoid accidental use.

For details of field amendments please go to: support.oyezforms.co.uk/fieldchanges

Forms affected

SA102(WAM)	Self Assessment Senedd Cymru/Welsh Parliament	Withdrawn
SA102(MS)	Self Assessment Senedd Cymru/Welsh Parliament	New/Amended
IR185TI	Statement of income from trusts	New/Amended
SA103L	Self Assessment Lloyd's Underwriters	New/Amended
SA923	Estate Pension Charges ETC	New/Amended
SA103F	Self Assessment Self-employment (full)	New/Amended
SA102M	Self Assessment Ministers of Religion	New/Amended
SA102(MLA)	Self Assessment Northern Ireland Legislative Assembly	New/Amended
SA102(MP)	Self Assessment Parliament	New/Amended
SA102(MSP)	Self Assessment Scottish Parliament	New/Amended
SA103S	Self Assessment Self-employment (short)	New/Amended
SA104S	Self Assessment Partnership (short)	New/Amended
IR185(S)	Statement of trust income chargeable on settlor	New/Amended
SA110	Tax calculation summary	New/Amended
IR185EI	Statement of income from estates	New/Amended
SA100	Self Assessment Tax Return	New/Amended
SA101	Self Assessment Additional Information	New/Amended
SA102	Self Assessment Employment	New/Amended
SA104F	Self Assessment Partnership (full)	New/Amended
SA105	Self Assessment UK property	New/Amended
SA106	Self Assessment Foreign	New/Amended
SA107	Self Assessment Trusts etc.	New/Amended
SA108	Self Assessment Capital Gains Tax Summary	New/Amended
SA109	Self Assessment Residence, remittance basis etc.	New/Amended
SA800	Self Assessment Partnership Tax Return	New/Amended
SA800(PS)	Self Assessment - Partnership Statement (FULL)	New/Amended
SA801	Self Assessment Partnership UK Property	New/Amended
SA802	Self Assessment Partnership Foreign	New/Amended
SA803	Self Assessment Partnership Disposal of Chargeable Assets	New/Amended
SA804	Self Assessment Partnership Savings, Investments, and Other Income	New/Amended
SA800(TP)	Self Assessment Partnership Trading and Professional Income	New/Amended
SA907	Trust and Estate Charities	New/Amended
SA900	Trust and Estate Tax Return	New/Amended
SA906	Trust and Estate Non-residence	New/Amended
SA905	Trust and Estate Capital Gains	New/Amended
SA904	Trust and Estate Foreign	New/Amended
SA901	Trust and Estate Trade	New/Amended
SA901L	Lloyd's Underwriters	New/Amended
SA902	Trust and Estate Partnership	New/Amended
SA903	Trust and Estate UK Property	New/Amended

Crown copyright forms are reproduced with the permission of the Controller of the Stationery Office. Law Society forms are reproduced with the permission of the Law Society. Legal Aid Forms are produced with the permission of the LSC.