Sage Trust Tax Workflow
Producing a Tax Return
Trust Tax allows you to complete a trust or estate tax return for a client by entering the data directly onto the tax return on-screen. You can easily enter figures for multiple tax years and also maintain multiple sets of figures for each year.
Click on an item to learn more:
Trust clients can be created
directly in Trust
Tax or in Control
Centre. All required details, such as name, address, tax
district, UTR and lists of trustees can be entered using the
When you create a client you must specify the tax year that you want to work on for them. You can subsequently set up multiple years for the client by performing a year update. You can produce a tax return for any year that you create and also easily swap between them in the Tax Return Viewer.
Tax data is typed directly onto the tax return on-screen using the Tax Return Viewer. The Navigator allows you to swap between pages in the return, add extra pages and remove unnecessary ones. If you wish, you can create multiple sets of tax figures for the year and use the Navigator to choose which set to display on the return in the Tax Return Viewer.
You can print as many copies as you like of the tax return for yourself and your client before filing a final copy online.
Use the submission wizard to file returns online.