PTP Trust Return

Save time and improve accuracy with PTP Trust Return; our comprehensive standalone trust return package.  

Take a look at our video to see a demonstration of how easy it is to use. 

All data entry is made via schedules to the tax form making it incredibly easy to use and fast to complete returns. When used in conjunction with TROIKA trust accounts product, the data is shared, bringing even greater efficiencies. PTP Trust Return is an extremely cost-efficient solution. Intelligent warnings help prevent mistakes, while a comprehensive dividend database makes it easy to check or calculate dividend payouts and share holdings.

Key Features:

  • PTP Trust Return Software simplifies, streamlines and supports you in completing form SA900
  • Comprehensive Online filing - including amended and earlier year returns FREE
  • Improves accuracy - Pre-check against HMRC validations before final submission
  • FTSE 350 dividend database -  saving time and effort to check or calculate dividend payouts
  • Completion of R185 forms to be provided to beneficiaries
  • Handles all trust types
    • personal representatives
    • interest in possession
    • accumulation/discretionary trusts
    • mixed trusts
  • Full calculation functions to deal with the most complex trust tax
  • Minimise mistakes as the form is completed on-screen and results immediately shown
  • Data protection - built in security and backup features
  • Practice management features - user customisable reports, letter writing and mail-merge functionality
  • Mobility - export records to your laptop to work out the office, for example at your client's premises to work on the live data in collaboration with them
  • Links to the TROIKA trust management product
  • Cash flow needn’t be a problem with our range of licencing options to suit your needs


Removes the stress of ensuring that you are up to date with the latest legislation due to regular updates to keep you compliant.


You can rest-assured when filing tax returns to HMRC with an impressive 98% acceptance rate, reducing the need for corrections and amended returns.

Best of breed

Our best of breed solutions provide the optimal workflow and data entry systems to increase your productivity and reduce the time to complete your work.

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