Self Assessment

Technical specification 2014

Changes to the 2013-14 Self Assessment internet service technical pack - last updated 7 October 2014

Get the latest updates - technical specifications may change frequently

On this page:

Generic documents for all returns

Gateway document submission protocol version 3.1 (PDF 612K)
Version date 6 March 2008

How to use the test service version 1.0 (PDF 51K)
Version date 30 September 2013

Non form validation rules version 1.0 (PDF 141K)
Version date 30 September 2013

HMRC IRmark technical pack version 1.0
Version date 14 June 2004

Test in Live information version 1.0 (PDF 31K)
Version date 30 September 2013

Acceptable characters version 1.0 (PDF 23K)
Version date 30 September 2013

Copy declaration version 1.0 (PDF 18K)
Version date 30 September 2013

Attachment recognition version 1.0 (ZIP 12K)
Version date 10 February 2014

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Local test service

Local Test Service (LTS) and LTS Update Manager (LTSUM)
Use this tool to test your software against HM Revenue & Customs rules within your own environment

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Individual returns

Self Assessment Individual RIM artefacts version 1.0 (ZIP 3.5MB)
Version date 27 September 2013

Tax and National Insurance contributions calculation version 1.7 (ZIP 169K)
Version date 5 November 2013

Stage 13 of Tax and National Insurance contributions calculation version 1.0 (ZIP 6K)
Version date 18 September 2013

Test case generator version E1.6 (ZIP 488K)
Version date 8 November 2013

MTR mapping document version 1.0 (ZIP 21K)
Version date 30 September 2013

Specials version 1.0 (PDF 98K)
Version date 14 October 2013

Exclusions version 4.0 (PDF 50K)
Version date 17 September 2014

Recognition Process and additional Test case data version 1.0 (ZIP 6K)
Version date 10 February 2014

Individual valid sample version 1.0 (XML 4K)
Version date 10 January 2014

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Partnership returns

Partnership RIM artefacts version 1.0 (ZIP 1.3MB)
Version date 27 September 2013

Specials and Exclusions version 2.0 (PDF 75K)
Version date 17 September 2014

Recognition Process and Test cases version 2.0 (ZIP 42K)
Version date 10 February 2014

Partnership valid sample – version 1.0 (XML 5K)
Version date 10 January 2014

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Trust and estate returns

Trust RIM artefacts version 1.0 (ZIP 1.9MB)
Version date 6 September 2013

Validation rules for trusts - version 1.0 (ZIP 64K)
Version date 10 September 2013

Trust long tax and National Insurance contributions Calculation version 1.2 (ZIP 51K)
Version date 4 September 2013

Trust calculator - version 1.1 (ZIP 92K)
Version date 10 September 2013

Specials and Exclusions version 1.0 (PDF 80K)
Version date 14 October 2013

Recognition Process and Test case version 2.0 (ZIP 20K)
Version date 10 February 2014

Trust valid sample version 1.0 (XML 4K)
Version date 10 January 2014

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Technical packs for previous tax years

Specifications for the following years are still available

Self Assessment technical pack 2013

Self Assessment technical pack 2012

Self Assessment technical pack 2011

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See also

Draft forms - Self Assessment

Meeting minutes - Self Assessment software developers forum

Identical Returns Information for Software Developers (PDF 40K)

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