Personal Tax- R40 missing Trust UTR code on Box 4.1 Page 2
Article ID
personal-tax-r40-missing-trust-utr-code-on-box-4-1-page-2
Article Name
Personal Tax- R40 missing Trust UTR code on Box 4.1 Page 2
Created Date
25th May 2023
Problem
IRIS Personal Tax- R40 missing Trust UTR code on Box 4.1 Page 2
Resolution
R40 form updated May 2024
The Trust UTR is not showing on R40 Box 4.1, this is because you may have two or more entries in Trusts settlements and estates | For example Income chargeable at settlors (see image below), if more than 2 trusts are entered, then no UTR will show on box 4.1. Check if you have multiple entries under the other trust types as well.
As Personal tax cannot cater for 2 UTRs into box 4.1 so instead manually add BOTH codes under Trusts and additional information.
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