Self Assessment Tax Return Signup

Page 1 — About You

Full Name *

Date of Birth *

Email Address *

Mobile Number *

Home Address *

National Insurance Number * Example: QQ 12 34 56 C

Have you completed a Self Assessment tax return before? *

Yes No Not sure

Do you already have a UTR number? *

Yes No Not sure

UTR Number * Please enter your 10-digit UTR number.

Do you need help finding or registering for your UTR?

Yes No Not sure

Page 2 — Tax Year and Income

HMRC’s tax return notes refer to the tax year running from 6 April to 5 April. Documents such as P60s, P11Ds, P45s, payslips and tax code notices may help when completing the return.

Which tax year do you need help with? *

Main trade or type of work

Business name, if any I do not have a business / this does not apply If ticked, the business date, stopped trading and business income fields will be hidden.

Business start date

Did the business stop trading during the tax year?

Yes No

Date trading stopped *

Approximate business income before expenses This is your total income before taking off expenses.

Were you paid under CIS?

Yes No Not sure

Please upload CIS statements if available.

Was tax deducted from your income?

Yes No Not sure

Property income details

Capital gains details

Foreign income details

Other income details

Was your combined self-employment and property income over £50,000?

Yes No Not sure

This helps identify Making Tax Digital support needs.

Upload income documents Payslips, P60, P45, CIS statements, invoices, rental statements, dividend vouchers, bank interest statements or HMRC letters.

Page 3 — Expenses and What Can Be Claimed

Tell us about any work or business costs you paid during the tax year. We will review what is allowable based on your circumstances. Examples may include tools, equipment, travel, mileage, phone, internet, work clothing, protective equipment, materials, stock, insurance, stationery, computer costs, training, professional fees and other business-related costs.

Do you have expenses to claim? *

Yes No Not sure

Approximate annual total expenses

Do you have receipts or records?

Yes, all Yes, some No Not sure

Upload expense records Receipts, invoices, mileage logs, bank statements or expense summaries.

Did you use your own vehicle for work or business travel?

Yes No Not sure

Approximate business mileage for the tax year

Do you have a mileage log?

Yes No Not sure

Page 4 — Documents, Declaration and Consent

Can you upload your ID and proof of address now? *

Yes, I can upload now No, I will send later

We will contact you later for ID and proof of address.

Photo ID Passport or driving licence.

Proof of address Utility bill, bank statement or official letter dated within the last 6 months.

HMRC letters or UTR notice

Anything else we should know?

Declaration and consent *

I confirm that the information I have provided is true and complete to the best of my knowledge.

I understand that my Self Assessment tax return must include all relevant income for the tax year or tax years selected, not just income from one company, job or source.

I understand that I remain responsible for the accuracy of the information submitted to HMRC.

I give Go Tax Refunds permission to contact me about my Self Assessment tax return and to use the information provided for tax return preparation, administration, compliance checks, anti-money laundering checks and related services.

I understand that Go Tax Refunds may ask me to complete HMRC agent authorisation before they can deal with HMRC or submit a tax return on my behalf.

I agree to the declaration and consent above.

I agree to receive updates, reminders and marketing messages from Go Tax Refunds. I understand I can unsubscribe at any time. Optional and not pre-ticked.

Signature *