What records do I need for Self Assessment?
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- Making Tax Digital checker for landlordsCalculator
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- What records do I need for Self Assessment?HCA guide
- Do I need Making Tax Digital for Income Tax?HCA guide
- When should I register for VAT?HCA guide
- Hiring your first employee: what comes before payday?HCA guide
- How do I get ready for my company year-end?HCA guide
- CIS: what should contractors and subcontractors check?HCA guide
- 64-8: Authorise your accountantOfficial form or service
- CH2: Claim Child BenefitOfficial form or service
- BR19: Request a State Pension forecastOfficial form or service
- CWF1: Register as a sole traderOfficial form or service
- SA1: Register for Self AssessmentOfficial form or service
- SA100: Complete your personal tax returnOfficial form or service
- SA105: Report UK property incomeOfficial form or service
- SA109: Report residence and foreign-income reliefsOfficial form or service
- SA payment: Pay a Self Assessment billOfficial form or service
- Starter checklist: Start an employee’s payroll recordOfficial form or service
- P11D(b): Report Class 1A National InsuranceOfficial form or service
- P46(Car): Report a company carOfficial form or service
- P50: Claim tax back after stopping workOfficial form or service
- P55: Check a pension tax refundOfficial form or service
- P87: Claim qualifying employment expensesOfficial form or service
- VAT1: Register for VAT by postOfficial form or service
- VAT2: Provide or update VAT partnership detailsOfficial form or service
- VAT7: Cancel a VAT registrationOfficial form or service
- VAT65A: Claim a UK VAT refund from overseasOfficial form or service
- VAT68: Transfer a VAT registration numberOfficial form or service
- CIS registration: Register as a CIS subcontractorOfficial form or service
- AA01: Change your company accounting reference dateOfficial form or service
- AA02: File your dormant accountsOfficial form or service
- AA06: Give notice of statement of guarantee by subsidiary companyOfficial form or service
- AD02: Register a single alternative inspection locationOfficial form or service
- AD03: Move your company's records to the single alternative inspection locationOfficial form or service
- AD04: Move your company's records to the registered officeOfficial form or service
- AD01: Change a company's registered office addressOfficial form or service
- AP01: Appoint a directorOfficial form or service
- AP02: Appoint a corporate directorOfficial form or service
- AP03: Appoint a secretaryOfficial form or service
- AP04: Appoint a corporate secretaryOfficial form or service
- TM01: Terminate an appointment of a directorOfficial form or service
- TM02: Terminate an appointment of a secretaryOfficial form or service
- CH01: Change the details of a directorOfficial form or service
- CH02: Change the details of a corporate directorOfficial form or service
- CH03: Change the details of a secretaryOfficial form or service
- CH04: Change the details of a corporate secretaryOfficial form or service
- DS01: Strike off a company from the registerOfficial form or service
- DS02: Withdraw a striking off application by companyOfficial form or service
- IN01: Register a private or public companyOfficial form or service
- RM01: Appoint an administrative receiver, receiver or managerOfficial form or service
- MR01: Register particulars of a chargeOfficial form or service
- MR02: Register a charge: property or undertaking acquiredOfficial form or service
- NM01: Change a company nameOfficial form or service
- SH01: Return of allotment of sharesOfficial form or service
- SH03: Notify a purchase of own sharesOfficial form or service
- SH06: Notify a cancellation of sharesOfficial form or service
- SH08: Notify a name or other designation of class of sharesOfficial form or service
- CS01: Confirmation statementOfficial form or service
- Memorandum: Give notice of subscribers: company with share capitalOfficial form or service
- Special resolution: Give notice of a special resolution on change of nameOfficial form or service
- Written resolution: Give notice of a written special resolution on change of nameOfficial form or service
- LL IN01: Register a limited liability partnershipOfficial form or service
- LL AP01: Appoint a member of a limited liability partnershipOfficial form or service
- LL AP02: Appoint a corporate member of a limited liability partnershipOfficial form or service
- LL CH01: Change details of a member of a limited liability partnershipOfficial form or service
- LL CH02: Change details of a corporate member of a limited liability partnershipOfficial form or service
- LL TM01: Terminate appointment of member of a limited liability partnershipOfficial form or service
- LL AA01: Change your limited liability partnership accounting reference dateOfficial form or service
- LL AA06: Guarantee statement by parent undertaking of subsidiary limited liability partnershipOfficial form or service
- LL AD01: Change a registered office address: limited liability partnershipOfficial form or service
- LL AD02: File a Single Alternative Inspection Location: limited liability partnershipOfficial form or service
- LL AD03: Change location of records to the single alternative location: limited liability partnershipOfficial form or service
- LL CS01: Confirmation statement for a limited liability partnershipOfficial form or service
- LL DE01: Give notice of change of status of a limited liability partnershipOfficial form or service
- LL MR01: Register particulars of a charge created by a limited liability partnershipOfficial form or service
- LL MR02: Register a charge: property or undertaking acquired by limited liability partnershipOfficial form or service
- LL NM01: Change of name of a limited liability partnershipOfficial form or service
- LL DS01: Strike off application by limited liability partnershipOfficial form or service
- Income TaxTax rates
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- Minimum wageTax rates
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- Company cars, vans & fuelTax rates
- Student & postgraduate loansTax rates
- Stamp Duty Land TaxTax rates
- Land & Buildings Transaction TaxTax rates
- Land Transaction TaxTax rates
- Tell HMRC you need a tax return · 5 October 2026Dated deadline
- Employer Payment Summary, if required · 19 October 2026Dated deadline
- Monthly CIS return · 19 October 2026Dated deadline
- PAYE Settlement Agreement: cheque payment · 19 October 2026Dated deadline
- Monthly electronic PAYE & CIS payment · 22 October 2026Dated deadline
- PAYE Settlement Agreement: electronic payment · 22 October 2026Dated deadline
- Paper Self Assessment return · 31 October 2026Dated deadline
- Second MTD Income Tax update · 7 November 2026Dated deadline
- Employer Payment Summary, if required · 19 November 2026Dated deadline
- Monthly CIS return · 19 November 2026Dated deadline
- Monthly electronic PAYE & CIS payment · 22 November 2026Dated deadline
- Employer Payment Summary, if required · 19 December 2026Dated deadline
- Monthly CIS return · 19 December 2026Dated deadline
- Monthly electronic PAYE & CIS payment · 22 December 2026Dated deadline
- Online return for tax-code collection · 30 December 2026Dated deadline
- Employer Payment Summary, if required · 19 January 2027Dated deadline
- Monthly CIS return · 19 January 2027Dated deadline
- Monthly electronic PAYE & CIS payment · 22 January 2027Dated deadline
- First payment on account · 31 January 2027Dated deadline
- Online Self Assessment return & balance · 31 January 2027Dated deadline
- Third MTD Income Tax update · 7 February 2027Dated deadline
- Employer Payment Summary, if required · 19 February 2027Dated deadline
- Monthly CIS return · 19 February 2027Dated deadline
- Monthly electronic PAYE & CIS payment · 22 February 2027Dated deadline
- Employer Payment Summary, if required · 19 March 2027Dated deadline
- Monthly CIS return · 19 March 2027Dated deadline
- Monthly electronic PAYE & CIS payment · 22 March 2027Dated deadline
- 2026/27 tax year ends · 5 April 2027Dated deadline
- Employer Payment Summary, if required · 19 April 2027Dated deadline
- Monthly CIS return · 19 April 2027Dated deadline
- Monthly electronic PAYE & CIS payment · 22 April 2027Dated deadline
- Fourth MTD Income Tax update · 7 May 2027Dated deadline
- Employer Payment Summary, if required · 19 May 2027Dated deadline
- Monthly CIS return · 19 May 2027Dated deadline
- Monthly electronic PAYE & CIS payment · 22 May 2027Dated deadline
- Give employees their P60 · 31 May 2027Dated deadline
- Employer Payment Summary, if required · 19 June 2027Dated deadline
- Monthly CIS return · 19 June 2027Dated deadline
- Monthly electronic PAYE & CIS payment · 22 June 2027Dated deadline
- P11D / P11D(b) reporting · 6 July 2027Dated deadline
- Class 1A National Insurance: cheque payment · 19 July 2027Dated deadline
- Employer Payment Summary, if required · 19 July 2027Dated deadline
- Monthly CIS return · 19 July 2027Dated deadline
- Class 1A National Insurance: electronic payment · 22 July 2027Dated deadline
- Monthly electronic PAYE & CIS payment · 22 July 2027Dated deadline
- Second payment on account · 31 July 2027Dated deadline
- First MTD Income Tax update · 7 August 2027Dated deadline
- Employer Payment Summary, if required · 19 August 2027Dated deadline
- Monthly CIS return · 19 August 2027Dated deadline
- Monthly electronic PAYE & CIS payment · 22 August 2027Dated deadline
- Employer Payment Summary, if required · 19 September 2027Dated deadline
- Monthly CIS return · 19 September 2027Dated deadline
- Monthly electronic PAYE & CIS payment · 22 September 2027Dated deadline
- VAT returns & paymentPeriod-based deadline
- Corporation Tax paymentPeriod-based deadline
- Company Tax ReturnPeriod-based deadline
- Private-company annual accountsPeriod-based deadline
- Payroll reporting (FPS)Period-based deadline
- Quarterly PAYE paymentsPeriod-based deadline
No matches. Try a broader term or ask HCA.
HCA guides
Answers for the next thing on your list.
Plain-English starting points, with an official source and a useful next step on every page.
Showing 6 guides
Do I need Making Tax Digital for Income Tax?
Check when the digital-record and quarterly-update rules may apply to you.
Sole traders · landlordsRead guide
When should I register for VAT?
Understand the turnover test and the questions to resolve before you register.
Small businessesRead guide
Hiring your first employee: what comes before payday?
A practical starting list for PAYE, starter information and workplace pensions.
EmployersRead guide
How do I get ready for my company year-end?
Bring the accounting records together and keep the company’s filing duties in view.
Company directorsRead guide
CIS: what should contractors and subcontractors check?
CIS for 2026/27: the 20%, 30% and 0% deduction rates, monthly returns by the 19th, payment by the 22nd and nil returns since 6 April 2026.
Construction businessesRead guide
No guides match that search. Try a different topic or ask HCA.
Official tools and references
Go straight to the source.
These links open current GOV.UK guidance. Their content and availability are maintained by the relevant government service.
Rates
Current Income Tax rates
Go to HMRC’s current and previous tax-year tables.
GOV.UKDatesSelf Assessment deadlines
Check return, registration and payment dates on GOV.UK.
GOV.UKToolEstimate your Income Tax
HMRC’s current-year estimate for employees within its stated scope.
GOV.UKFormNew employee starter checklist
Official starter details where an employee has no suitable P45 or the employer needs more information.
GOV.UKNeed an answer for your situation?
Let’s work it through together.
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