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Trust Tax: How to fill box 9A.1, standard rate band £1000

Article ID

trust-tax-how-to-fill-box-9a-1-standard-rate-band-1000

Article Name

Trust Tax: How to fill box 9A.1, standard rate band £1000

Created Date

21st February 2022

Product

Problem

Trust Tax: How to fill box 9a.1, standard rate £1000

Resolution

Only CERTAIN Trust types can show the £1000 on box 9A.1.

Go to Client/ View/ Change the type of trust to any of these:

  • Accumulation or maintenance trust
  • Discretionary trust
  • Employment related trust
  • Employer Financed Retirement Benefit Scheme
  • Funded Unapproved Retirement Benefit Scheme
  • Disabled trust

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