Self Assessment

Technical specification 2011

What's new - last updated 24 January 2012
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 19 November 2010

How to use the test service version 1.0 (PDF 164K)
Version date 19 November 2010

Non form validation rules version 2.0 (PDF 176K)
Version date 25 May 2011

HMRC IRmark technical pack version 1.0
Version date 19 November 2010

Test in Live information version 1.0 (PDF 55K)
Version date 19 November 2010

Acceptable characters version 1.0 (PDF 32K)
Version date 19 November 2010

Copy declaration version 1.0 (PDF 17K)
Version date 19 November 2010

Attachment recognition version 1.0 (ZIP 12K)
Version date 21 February 2010

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 1.1 (ZIP 3.4MB)
Version date 7 February 2011

Tax and National Insurance contributions calculations version 7.1 (ZIP 162K)
Version date 19 November 2010

Test case generator version 1.9 (ZIP 432K)
Version date 7 February 2011

MTR mapping document version 2.0 (ZIP 20K)
Version date 20 January 2011

Specials version 4.0 (PDF 92K)
Version date 6 October 2011

Exclusions version 6.0 (PDF 52K)
Version date 24 January 2012

Recognition process and additional test case data version 1.1 (ZIP 6K)
Version date 21 February 2011

Individual valid sample version 1.0 (XML 4K)
Version date 18 March 2011

Partnership returns

Partnership RIM artefacts version 1.0 (ZIP 1MB)
Version date 19 November 2010

Specials and exclusions version 4.0 (PDF 81K)
Version date 9 May 2011

Test cases recognition process version 2.0 (ZIP 38K)
Version date 18 March 2011

Partnership valid sample verions 1.0 (XML 5K)
Version date 18 March 2011

Trust and estate returns

Trust RIM artefacts version 1.0 (ZIP 1.4MB)
Version date 19 November 2010

Validation rules for trusts version 3.0 (ZIP 57K)
Version date 19 November 2010

Trust long tax and National Insurance contributions Calculation version 3.1 (ZIP 51K)
Version date 19 November 2010

Trust calculator version 1.3 (ZIP 87K)
Version date 19 November 2010

Specials and exclusions version 3.0 (PDF 102K)
Version date 1 September 2011

Test cases and recognition process verions 2.0 (ZIP 22K)
Version date 18 March 2011

Trust valid sample version 1.0 (XML 4K)
Version date 18 March 2011

Technical packs for previous tax years

Specifications for the following years are still available -

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