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Integration

As an integrated component of the Digita suite, Digita Trust Tax has the same detailed data recording capabilities as Digita Personal Tax, backed up by a full range of detailed Trust and Estate tax computations and reports which are supplemented by state of the art management facilities. All types of Trust income are covered, and in addition to the main Trust Tax return form SA900, all supplementary pages are included.


For more information, contact the Digita Sales team at sales@digita.com or telephone sales on 01395 270 311.

Key Features

Supports all trusts/estatesMore Tax returns can be created for all trusts and estates...

Tax returns can be created for all trusts and estates that need to complete the Trust and Estate tax return, including:

  • Estates of deceased persons
  • Accumulation and maintenance trusts
  • Bare trusts
  • Charitable trusts
  • Discretionary trusts
  • Employment related trusts
  • Funded unapproved retirement benefit schemes
  • Heritage maintenance trusts
  • Interest in possession trusts
  • Mixed trusts
  • Non-resident or special trusts
  • Settlor interested trusts
Forms R185More Forms R185 are automatically created from information entered...

Forms R185 are automatically created from information entered, and approved facsimile forms can be printed to give to beneficiaries.

Beneficiaries tax returnsMore Details of income from Trusts and Estates...

Details of income from Trusts and Estates are automatically posted to beneficiaries' personal tax returns saving time and eliminating errors.

Reports & tax computationsMore A full range of comprehensive reports...

A full range of comprehensive reports and tax computations is available, including:

  • Calculation of the Tax Pool
  • Trust Management Expenses
  • Application of the new standard rate band introduced from 6 April 2005
  • Support for the new regime for trusts with vulnerable beneficiaries
Supplementary pagesMore All supplementary pages required by Trusts and Estates...

All supplementary pages required by Trusts and Estates are supported, backed up by fully comprehensive data entry facilities, covering:

  • Trades
  • Lloyd's Underwriters
  • Partnerships
  • Foreign income
  • Capital gains
  • Non-residence
  • Charities

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