Self Assessment

Technical specification 2012

What's new
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 46K)
Version date 24 October 2011

Non form validation rules version 1.2 (ZIP 29K)
Version date 25 October 2011

HMRC IRmark technical pack version 1.0
Version date 14 June 2004

Test in Live information version 1.0 (PDF 24K)
Version date 24 October 2011

Acceptable characters version 1.0 (PDF 16K)
Version date 24 October 2011

Copy declaration version 1.0 (PDF 11K)
Version date 24 October 2011

Attachment recognition version - documents to follow

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

Individual returns

Self Assessment individual RIM artefacts version 1.0 (ZIP 6.5MB)
Version date 30 September 2011

Tax and National Insurance contributions calculations version 1.1 (ZIP 149K)
Version date 8 July 2011

Test case generator version 1.2 (ZIP 432K)
Version date 01 December 2011

MTR mapping document version 3.0 (ZIP 20K)
Version date 06 January 2012

Specials version 2.0 (PDF 88K)
Version date 15 December 2011

Exclusions version 2.0 (PDF 38K)
Version date 15 December 2011

Recognition process and additional test case data - documents to follow

Individual valid sample - documents to follow

Partnership returns

Partnership RIM artefacts version 1.0 (ZIP 5.4MB)
Version date 30 September 2011

Specials and exclusions version 2.0 (PDF 74K)
Version date 15 December 2011

Test cases version 2.0 (ZIP 44K)
Version date 06 October 2011

Recognition process –documents to follow

Partnership valid sample - documents to follow

Trust and estate returns

Trust RIM artefacts version 1.0 (ZIP 1.6MB)
Version date 30 September 2011

Validation rules for trusts version 2.0 (ZIP 62K)
Version date 11 August 2011

Trust long tax and National Insurance contributions Calculation version 1.0 (ZIP 49K)
Version date 28 June 2011

Trust calculator version 1.0 (ZIP 92K)
Version date 19 July 2011

Specials and exclusions version 1.0 (PDF 73K)
Version date 09 August 2011

Test cases version 2.0 (ZIP 23K)
Version date 10 November 2011

Recognition process-documents to follow

Trust valid sample - documents to follow

Technical packs for previous tax years

Specifications for the following years are still available -

Self Assessment technical pack 2011

Self Assessment technical pack 2010

Self Assessment technical pack 2009

Self Assessment technical pack 2008

See also

Draft forms - Self Assessment

Meeting minutes - Self Assessment software developers forum