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Trust Tax: R185 form Statement of income (Trust, Estates, Beneficiary)

Article ID
trust-tax-r185-form-statement-of-income-from-estates-to-beneficary
Article Name
Trust Tax: R185 form Statement of income (Trust, Estates, Beneficiary)
Created Date
19th October 2021
Product
Problem
Trust Tax: R185 form Statement of income from Trust, Estates, Beneficiary
Resolution

The R185(Settlor form) can only be accessed from HMRC.

  1. Load the client and select relevant tax year
  2. Print reports , R185 and fill it in – Make sure the beneficiary is added and share is allocated | Click worksheet | Click override and allocated amounts, OK and click ‘Print R185’.
  3. OR Data entry, Other information , Print R185 | Make sure the beneficiary is added and share is allocated | Click worksheet | Click override and allocated amounts.
  4. NOTE: Options steps 2 and 3 are dependent on what ‘Trust Type’ your client is under if you go to Client and View and ‘Type of Trust’. For Example ‘Discretionary Trust’ types will not have any Worksheet option and only ‘Amount of payment’ field. Thus each ‘Trust Type’ may have different options.
  5. The R185 form design where box numbers appear or go missing will change dependent on the ‘Trust Type’. The HMRC website has different R185 form designs.

The ‘Type of Trust’ can change the R185 options – ‘Discretionary Trust’ type only has this option when you go to R185:

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