Self Assessment Online: 2008 Internet Service Technical Pack for Software Developers

Note. This pack contains documentation required to support the development of software for the electronic submission of Self Assessment Tax Returns (2007-08) over the Internet.

This pack is aimed at software developers only and not for individuals etc who may in due course wish to use the Online Services for Self Assessment.

As the contents of this pack are frequently updated please check the website regularly to ensure that you are working to the most up to date version.

To view a PDF document you must have a PDF reader installed on your computer. Adobe Reader is provided for download.

The Software Developers Support Team host annual vendor forums. If you have advised us that you are interested in developing a product and we hold up to date contact details for you an invitation to these events will automatically be sent. These forums are your opportunity to hear the latest news/developments in a particular area and to discuss further with representatives from HMRC and technical partners.

For information, the Agent Authorisation technical pack is now available. This contains documentation required to support the development of software for the online filing of Agent Authorisation requests over the Internet.

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.

2.1

19 July 2007

How to use the Test Service

1.0

31 October 2007

Non Form Validation Rules

- Data items which fall outside the machine readable rules

1.0

31 October 2007

Generic IRmark Techpack

This contains technical specifications and examples of the generic IRmark (also known as HMRC mark).

1.0

14 June 2004

Test in Live Information and Error Messages (PDF 82K)

1.0

31 October 2007

Acceptable Characters (PDF 23K)

1.0

21 December 2007

1.0

18 January 2008

Attachment recognition PDFs (ZIP 13K)

1.0

8 February 2008

Local Test Service (LTS) and LTS Update Manager (LTSUM)

Description

Local Test Service (LTS) and LTS Update Manager (LTSUM) (ZIP 20.1MB) – 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 3.0MB) including changes since version 1.3

1.4

20 March 2008

Tax NIC Calculation (ZIP 126KB)

2.4

14 January 2008

Test Case Generator (ZIP 404KB) - Including changes since version 4.0

7.0

7 December 2007

MTR Mapping document (ZIP 21KB) - Including changes since version 3.0

4.0

30 June 2008

Specials (PDF 463K) - Including changes since version 5.0

6.0

30 June 2008

Exclusions (PDF 352K) – including changes since version 4.0

5.0

13 November 2008

Generated Cases (ZIP 79K) – produced from v7.0 of the Test Case Generator

1.0

21 January 2008


Recognition Process and Additional Test Case Data (XLS 37K)

1.0

29 February 2008

1.0

21 December 2007

Partnership Returns

Description

Version number

Publication date

Partnership RIM artefacts (ZIP 897K)

- including changes since version 1.1

1.2

29 February 2008

Specials and Exclusions (PDF 372K) including changes since Version 1.1

2.0

13 November 2008

Test Cases and Recognition Process (XLS 241K)

1.0

8 February 2008

1.0

21 December 2007

Trust and Estate Returns

Description

Version number

Publication date

Trust RIM artefacts (ZIP 1.4MB)

1.0

25 September 2007

Validation rules for Trusts (XLS 382K)

4.0

25 September 2007

Specials and Exclusions (PDF 98K) - including changes since version 1.0

2.0

13 November 2008

Test Cases and Recognition Process (XLS 110K)

1.0

8 February 2008

1.0

21 December 2007