Tax Return for Trustees of Registered Pension Schemes 2026

1. Click ‘Get Form’ to open the Tax Return for Trustees of Registered Pension Schemes in our editor.
2. Begin by entering the Self Assessment tax reference, pension scheme name, and full correspondence address in the designated fields.
3. Indicate whether you want HMRC to calculate your tax by checking the appropriate box. If you choose to calculate it yourself, ensure you file by the specified deadlines.
4. Fill in income details for the year ended 5 April 2023. Use blue or black ink and round amounts as instructed. Include all relevant income types from pages 2 and 3.
5. Complete sections on trading income, income under a Deed of Covenant, and any other taxable income as applicable. Ensure accuracy to avoid penalties.
6. Provide contact details for yourself or your adviser at the end of the form, ensuring all information is correct before submission.
7. Finally, sign and date the declaration section to confirm that all information is accurate before sending it back to HMRC.

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