Version 24.1, build 18828 — Release bulletin 31/05/2024
In this release
- Dividend data feed 2023/24
- P11D form
- Update to ensure that overlap relief isn't affected in before 2023/24
- Correction to the minimum annual exemption for trusts
- Various bug fixes
For further information, open the application and select
Help
, then What's New
.Download
Go to the Product Downloads page to download Personal, Business and Trust Tax (build 18828).
Future updates
The next update expected in July will include more elements needed for the 2023/24 basis period adjustments. These will include changes for partnerships and notional business profits.
There were changes concerning the SA1 forms for registering clients for Self-Assessment. This year, HMRC didn't issue an updated version SA1 form and no longer supply SA1 forms to developers. Instead, HMRC recommends using their online form.
Apply the update
Go to the Installation guides article for help with installing the update. Back up your database using the Digita Database Backup tool before applying the update.
tip
Before you extract the downloaded ZIP file, right-click it, then select
Properties
. Select Unblock
, if it's present, then continue to extract and install. - For standalone installations: Download and apply the update on the workstation where the application is installed.
- For network server and peer-to-peer installations: Download and apply the update on the machine that acts as the server. After you've updated the server, the auto-node update process will apply the update to each workstation (node) the next time the user signs in to the application.
To verify that you've completed the update, open the application and select
Help
, then About Personal, Business and Trust Tax
. The window should show version 24.1, build 18828.