Trust Tax Return Software

Add flexibility with straightforward Trust Tax Return software.

Trust Tax Return Software

Efficient and affordable
Trust Tax Returns

Try it for free

HMRC-approved Trust Tax Return filing

Take care of your Trust and Estate clients with ease using our Trust Tax Return software. Use the links between our modules and HMRC to save time and avoid errors.

This add-on for our Self-Assessment software provides fantastic value for money for anyone who needs to submit the SA900 Trust and Estates form to HMRC.

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Providing software for Trusts and Estates

All of our Self-Assessment software modules are developed to give accountants the tools they need to look after tax returns for their clients. The easy-to-use layout includes context-sensitive HMRC guidance notes and all forms, including SA900, are validated before submission so you get it right the first time.

Our Trust Tax Return software keeps you on track with task reminders and links to Practice Management Core so you avoid late filing penalties. Accidental errors are easily avoided with validation of the tax return before submitting directly to HMRC through BTCSoftware.

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Trust Tax Return
Key Features

Speedy Trust and Estate Tax Returns with online filing

Comprehensive Trust and Estate (SA900) Tax Returns with HMRC-approved forms

Time-saving integrations

Use the information link via the Partnership Tax Return to accelerate your work

Link Partnerships with Trusts

Associate Partnerships with their Trusts to complete the SA900 form

Calculate Capital Allowances

Use the Captial Allowances feature within the Trust and Estate Trade schedule to easily calculate the claim

Avoid repetitive data entry

Use client data stored in Practice Management Core to populate existing information in the Tax Return

Fee-earner allocation

Allocate fees per client to track and maintain fee earner responsibility

Accuracy and efficiency of data handling

Pre-populate tax returns with data already processed with other BTCSoftware modules

Includes unlimited support

Telephone and email support is included

Easy to install &
free unlimited technical support

All of our software is simple to install for network or standalone installations and is also available in a cloud-based option.

Installation includes:

  • Simple install pack for network or standalone installations
  • Cloud installation via our technical team
  • Useful quick-start videos
  • Simple transfer of standing data
  • Unlimited telephone and email support included
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Trust Tax Return
Purchase Options

Annual product licences include unlimited support, together with free software updates.

Want a free trial

Trust Tax Return software is available to trial, free of charge for 7 days! Simply click below to sign up.

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Trust Tax Return


PM Core

All Features Listed Above

Annual Licence

Full UK Support

*starting from

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