---
title: How do I prepare an IHT400 form and the relevant schedules?
description: This article features videos and a step by step guide to help you understand how to generate an IHT400 and the schedules you need.
---
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# How do I prepare an IHT400 form and the relevant schedules?
## This article features videos and a step by step guide to help you understand how to generate an IHT400 and the schedules you need.
When preparing an IHT400, most of the schedules will generate automatically based on assets you have entered in your case and the values from these schedules will then populate the IHT400. All other schedules should be chosen manually in the IHT400 form and once completed, their values will also populate the IHT400. To find out more, please watch the below videos or follow the step by step guide.
- [IHT schedules automation status](https://knowledge.exizent.com/iht400-form#AutogeneratedSchedules)
- [Video: How to generate and edit the IHT400](https://knowledge.exizent.com/iht400-form#VideoGenerate400)
- [Video: How to generate autogenerated schedules](https://knowledge.exizent.com/iht400-form#VideoAutogenerate)
- [Video: How to generate manual schedules](https://knowledge.exizent.com/iht400-form#VideoManual)
- [Video: Forms Housekeeping](https://knowledge.exizent.com/iht400-form#VideoHousekeeping)
- [Step by step guide](https://knowledge.exizent.com/iht400-form#StepByStep)
### Video: How to generate and edit the IHT400
Length: 3 Minutes 35 Seconds
### Video: How to view autogenerated schedules
Length: 3 Minutes 8 seconds
### Video: How to generate manual schedules
Length: 1 Minute 46 seconds
### Video: Forms Tips & Tricks
Length: 2 minutes 10 seconds
💁 The schedules we currently auto-generate or auto-populate based on the asset or case information you enter in the platform are shown in the table below via the ✅ or ✏️symbol.
💁 Manual schedules are identified by the🔧 or ☑️ symbol and will generate after ticking the relevant box in the IHT400 and saving the form. Once values have been entered in manual schedules the values/totals will also populate the main IHT400 form.
💡To find out more, please watch the above videos or follow the step by step guide below.
| **IHT Schedule** | **Automation status** |
| --- | --- |
| IHT401 Domicile outside the United Kingdom | 🔧 [Manually generated & populated](https://knowledge.exizent.com/iht400-form#Manualschedules), tick IHT400 box 48c or 122 |
| IHT401a Long-term United Kingdom (UK) residence | 🔧 [Manually generated & populated](https://knowledge.exizent.com/iht400-form#Manualschedules), tick IHT400 box 122 |
| IHT402 Transfer of unused nil rate band | ☑️ [Manually generated & auto populated](https://knowledge.exizent.com/iht400-form#ManualgenAutopopschedules), tick IHT400 box 29c |
| IHT403 Gifts and other transfers of value | ✅ [Auto generated & populated](https://knowledge.exizent.com/iht400-form#Autogeneratedautopopulatedschedules) |
| IHT404 Jointly owned assets | ✅ [Auto generated & populated](https://knowledge.exizent.com/iht400-form#Autogeneratedautopopulatedschedules) |
| IHT405 Houses, land, buildings and interests in land | ✅ [Auto generated & populated](https://knowledge.exizent.com/iht400-form#Autogeneratedautopopulatedschedules) |
| IHT406 Bank and building society accounts | ✅ [Auto generated & populated](https://knowledge.exizent.com/iht400-form#Autogeneratedautopopulatedschedules) |
| IHT407 Household and personal goods | ✅ [Auto generated & populated](https://knowledge.exizent.com/iht400-form#Autogeneratedautopopulatedschedules) |
| IHT408 Household and personal goods donated to charity | ✏️ [Auto generated, manually populated](https://knowledge.exizent.com/iht400-form#Autogenmanualpopschedules) |
| IHT409 Pensions | ✅ [Auto generated & populated](https://knowledge.exizent.com/iht400-form#Autogeneratedautopopulatedschedules) |
| IHT410 Life assurance and annuities | ✅ [Auto generated & populated](https://knowledge.exizent.com/iht400-form#Autogeneratedautopopulatedschedules) |
| IHT411 Listed stocks and shares | ✅ [Auto generated & populated](https://knowledge.exizent.com/iht400-form#Autogeneratedautopopulatedschedules) |
| IHT412 Unlisted stocks and shares and control holdings | ✏️ [Auto generated, manually populated](https://knowledge.exizent.com/iht400-form#Autogenmanualpopschedules) |
| IHT413 Business relief, business and partnership interests and assets | ✏️ [Auto generated, manually populated](https://knowledge.exizent.com/iht400-form#Autogenmanualpopschedules) |
| IHT414 Farms, farmhouses and farmland | ✏️ [Auto generated, manually populated](https://knowledge.exizent.com/iht400-form#Autogenmanualpopschedules) |
| IHT415 Interest in another estate | ✏️ [Auto generated, manually populated](https://knowledge.exizent.com/iht400-form#Autogenmanualpopschedules) |
| IHT416 Debts due to the estate | ✏️ [Auto generated, manually populated](https://knowledge.exizent.com/iht400-form#Autogenmanualpopschedules) |
| IHT417 Foreign assets | ✏️ [Auto generated, manually populated](https://knowledge.exizent.com/iht400-form#Autogenmanualpopschedules) |
| IHT418 Assets held in trust | ✅ [Auto generated & populated](https://knowledge.exizent.com/iht400-form#Autogeneratedautopopulatedschedules) |
| IHT419 Debts owed by the deceased | 🔧 [Manually generated & populated](https://knowledge.exizent.com/iht400-form#Manualschedules), tick IHT400 box 46 or 122 |
| IHT420 National Heritage assets | ✏️ [Auto generated, manually populated](https://knowledge.exizent.com/iht400-form#Autogenmanualpopschedules) |
| IHT421 Probate summary | ☑️ [Manually generated & auto populated](https://knowledge.exizent.com/iht400-form#ManualgenAutopopschedules), tick IHT400 box 122 |
| IHT423 Direct Payment Schemes for Inheritance Tax | ✅ Auto populated schedule via IHT expense entry ([see more details](https://knowledge.exizent.com/how-do-i-prepare-an-iht423?hsLang=en)) |
| IHT430 Reduced rate of Inheritance Tax | 🔧 [Manually generated & populated](https://knowledge.exizent.com/iht400-form#Manualschedules), tick IHT400 box 109 or 122 |
| IHT435 Residence nil rate band | ☑️ [Manually generated & auto populated](https://knowledge.exizent.com/iht400-form#ManualgenAutopopschedules), tick IHT400 box 29a |
| IHT436 Transfer of unused residence nil rate band | ☑️ [Manually generated & auto populated](https://knowledge.exizent.com/iht400-form#ManualgenAutopopschedules), tick IHT400 box 29b |
| IHT437 Transfer unused 100% relief allowance for agricultural property or business property | 🔧 [Manually generated & populated](https://knowledge.exizent.com/iht400-form#Manualschedules), tick IHT400 box 29d |
| IHT400 Calculation | ✅ [Auto generated & populated](https://knowledge.exizent.com/iht400-form#Autogeneratedautopopulatedschedules) |
---
### Step by step guide
❗ In order to generate an IHT400 you must [create a case](https://knowledge.exizent.com/knowledge/create-case?hsLang=en), [add the Executor(s)](https://knowledge.exizent.com/knowledge/how-do-i-add-people-to-my-case?hsLang=en) and [add at least one asset to your case](https://knowledge.exizent.com/how-do-i-add-assets-to-my-case?hsLang=en)
- On the left hand side menu bar of your **Estate overview**, choose **Documents & forms** and click into **Inheritance tax forms**
.png?width=174&name=20220811%20Documents%20and%20Forms%20outline%20(Menu).png)
- Pick the IHT400 from the drop down and click **Generate form**
- Once opened, you'll see that a large amount of the IHT400 is pre-populated with information you have already entered into your case on the platform, saving you lots of time not having to re-key data
💡 White fields on the IHT400 are **not editable**. This is because they are populated with either information entered into your case on the platform or with values/totals from corresponding schedules and calculations
To edit information in white fields you must go to where you originally entered the data, update the information and save. When you re-open your IHT400 the information will have automatically updated. For example, if you have misspelt the deceased's name, go back to your **Estate overview**, click into the deceased's details, update the name with the correct spelling and click **Save**. Go back and open the IHT400 to see the correct spelling displayed
💡 Grey fields **are editable**
- To edit information in grey fields simply update the information on the form as necessary. Be sure to save as you go by clicking **Save & close**
### ✅ Auto generated and populated schedules
- On the **Inheritance tax forms** page, auto generated schedules will start appearing on the page as soon as you generate an IHT400 form
- Open each schedule to see the asset information you entered pre-populated
- In the main IHT400 you will see the values from auto populated schedules already populated in the relevant fields
### ☑️ Manually generated, auto populated schedules
- Open the IHT400
- On pages 5, 6 or 13, tick the schedules you require and then click **Save & close**
- On the **Inheritance tax forms** page you will now see your chosen schedules listed
- Open the schedule to see the case information you entered pre-populated
- Add any additional information you need and save and close the form
- Open the main IHT400 and you will see the values from the schedule populated in the relevant fields
### ✏️ Auto generated, manually populated schedules
- On the **Inheritance tax forms** page you will see any auto generated schedules which require values to be manually entered flagged with a **Manual entry** status
- Click into a schedule
- Enter the information needed
- Click **Save & close**
- Open up the IHT400 and you will see totals and values from these manually completed schedules populated in the relevant fields
### 🔧 Manually generated and populated schedules
- Open the IHT400
- On pages 5, 6 or 13, tick the schedules you require and then click **Save & close**
- On the **Inheritance tax forms** page you will now see your chosen schedules listed, they will be flagged with a **Manual entry** status
- Click into a schedule
- Enter the information needed
- Click **Save & close**
- Open up the IHT400 and you will see totals and values from these manually completed schedules will pre-populate into relevant fields
### Managing inheritance tax forms
Your forms and schedules are saved in the **Inheritance tax forms** page. From here you can:
- Select any other additional IHT forms or corrective accounts forms you need
- See the **Actions** menu of a schedule or form by clicking on the three dots to the right
- **Delete** schedules that are not generated from asset information
****
- **Add another IHTXXX** schedule to manual schedules if you need to complete multiples of the same schedule
💁 To delete an autogenerated schedule, simply delete the corresponding asset(s) and it will automatically delete the schedule
💁 If there are lots of items on an autogenerated schedule, it will automatically create another schedule if more space is needed
- You can open, view, edit and update any of your forms and schedules from this overview section whenever necessary
- Once you have completed all the required information in the IHT400 form and the relevant schedules, you can do a final review of your form and print it off ready for signatures
👍 The IHT400 form and schedules will remain stored in your **Inheritance Tax forms** tab so you can access them at any time
👍 The platform populates the IHT400 form and schedules with the most up to date case information every time you open a form so you can have confidence the form is always up-to-date
👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help
🖥️ **Chat to us** through the knowledge base - click the chat icon in the bottom right corner of this page
☎️ **Call us** on **020 8152 2902**
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