Self Assessment technical pack 2009

Technical Pack for software developers

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Please take time to read the 'How to use the Test Services' document along with the other relevant items that are included within this page.

Generic documents - these apply to individual, partnership and trust submissions
Description Version number Publication date
The Gateway Document Submission Protocol (PDF 624K)
- describes the protocol for communicating with the Government Gateway. Any application wishing to submit eXtensible Markup Language (XML) to HMRC must comply with this protocol.
3.1 12 December 2008
How to use the test service (PDF 88K)
- including changes since v1.0
1.1 12 December 2008
Non form validation rules (PDF 91K) 2.0 18 February 2009
Generic IRmark techpack
- This contains technical specifications and examples of the generic IRmark (also known as HMRC mark).
1.0 30 September 2008
Test in live information (PDF 37K) 2.0 12 December 2008
Acceptable characters (PDF 25K) 1.0 30 September 2008
Copy Declaration (PDF 17K) 1.0 9 January 2009
Attachment recognition PDFs (ZIP 17K) 1.0 18 February 2009
2008-09 Local Test Service (LTS) and LTS Update Manager (LTSUM)
Description
Local Test Service (LTS) and LTS Update Manager (LTSUM)
- These tools give you the facility to test your software for HMRC rules compliance within your own environment
Individual Returns
Description Version number Publication date
Self Assessment individual RIM artefacts (ZIP 3.2MB) 3.1 4 March 2009
Tax NIC calculation (ZIP 138K)
- including changes since v7.0
8.1 13 November 2008
Test case generator (ZIP 417K) 2.11 18 February 2009
MTR mapping document (ZIP 19K)
- including changes since v3.0
3.2 4 March 2009
Specials (PDF 292K)
- including changes since version 5.0
5.1 13 July 2009
Exclusions (PDF 860K)
- including changes since version 9.0
10.0 25 January 2010
Recognition process and additional test case data (ZIP 7K) 1.0 18 February 2009
Individual valid sample (XML 4K) 1.0 18 February 2009
Partnership Returns
Description Version number Publication date
Partnership RIM artefacts (ZIP 948K) 1.2 28 January 2009
Specials and exclusions (PDF 273K)
- including changes since version 5.1
6.0 25 Janauary 2010
Test cases and recognition process (ZIP 40K) 2.0 18 February 2009
Partnership valid sample (XML 5K) 1.0 18 February 2009
Trust and Estate Returns
Description Version number Publication date
Trust RIM artefacts (ZIP 1.4MB) 2.0 28 January 2009
Validation rules for Trusts (ZIP 54K) 4.0 28 January 2009
Specials and exclusions (PDF 279K)
- including changes since version 3.0
3.1 13 July 2009
Test cases and recognition process (ZIP 14K) 1.0 23 February 2009
Trust valid sample (XML 4K) 1.0 18 February 2009