Self Assessment technical pack 2010

The specifications below may change frequently. Please visit this page regularly and check this document for details of changes.

What’s new – last updated 31 January 2010

Generic Documents for all returns

Gateway document submission protocol version 3.1(PDF 624K)
Version date 28 September 2009

How to use the test service version 1.0 (PDF 52K)
Version date 28 September 2009

Non form validation rules version 1.1 (PDF 200K)
Version date 1 April 2010

IRmark technical pack Version 1.0
Version date 28 September 2009

Test in live information version 1.0 (PDF 25K)
Version date 28 September 2009

Acceptable characters version 1.0 (PDF 23K)
Version date 28 September 2009

Copy declaration version 1.0 (PDF 17K)
Version date 28 September 2009

Attachment recognition PDF’s version 1.0 (zip 21K)
Version date 19 February 2010

Local test service

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

Individual returns

Self Assessment individual RIM artefacts version 2.1 (ZIP 3.4MB)
Version date 19 February 2010

Tax NIC calculations version 6.0 (ZIP 144K)
Version date 1 April 2010

Test case generator version 3.5 (ZIP 429K)
Version date 1 April 2010

MTR mapping document version 1.1 (ZIP 21K)
Version date 17 November 2009

Specials version 3.0 (PDF 356K)
Version date 19 July 2010

Exclusions version 8.0 (PDF 228K)
Version date 31 January 2011
Including changes since version 7

Recognition process and additional test case data version 1.0 (zip 5K)
Version date 19 February 2010

Individual valid sample version 1.0 (XML4K)
Version date 8 March 2010

Partnership returns

Partnership RIM artefacts version 1.3 (ZIP 1.2MB)
Version date 1 April 2010

Specials and exclusions version 3.0 (PDF 292K)
Version date 26 August 2010

Test cases and recognition process version 1.0 (ZIP 40K)
Version date 19 February 2010

Partnership valid samples (XML 5K)
Version date 8 March 2010

Trust and estate returns

Trust RIM artefact version 1.1 (ZIP 1.49MB)
Version date 3 February 2010

Validation rules for trusts version 1.0 (ZIP 58K)
Version date 28 September 2009

Trust long tax NIC calculation version 5.0 (ZIP 47K)
Version date 17 November 2009

Trust calculator version 1.2 (ZIP 79K)
Version date 10 December 2009

Specials and exclusions version 2.0 (PDF 293K)
Version date 19 July 2010

Test case and recognition process version 1.0 (ZIP 14K)
Version date 19 February 2010

Trust valid samples version 1.0 (XML 4K)
Version date 8 March 2010