Personal Tax- SA107 Trust Income chargeable on Settlors

Article ID

personal-tax-sa107-trust-income-chargeable-on-settlors

Article Name

Created Date

23rd January 2023

Product

Problem

IRIS Personal Tax- SA107 Trust Income chargeable on Settlors on page T1(boxes 13 and 14)

Resolution

You need to populate SA107 Trust Income chargeable on Settlors on page T1 (boxes 13 and 14).

Open the client in PT and select correct year.

1.Trusts, Income chargeable on Settlors

2. Add the trust and tick the relevant tax rate – enter values like this and tick the box ‘Income received gross’.

Box 13

Box 14

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