Resources
Tax forms, documents and templates
Guides to the official forms you're most likely to meet, how to find the tax documents people ask you for, and free templates and checklists from Countify. Every guide links to the official copy on GOV.UK or the relevant regulator: we explain the forms, we never host copies of them.
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Official forms
- SA100SA100 tax returnThe SA100 is HMRC's main Self Assessment tax return.
- SA103SA103 self-employment pagesSA103 is the self-employment section of the Self Assessment return.
- SA1SA1 Self Assessment registrationSA1 is HMRC's postal form for registering for Self Assessment when you aren't self-employed, for example because you owe Capital Gains Tax or have income from property, a pension or a trust.
- SA102SA102 employment pagesSA102 is the employment section of the Self Assessment return.
- SA104SA104 partnership pagesSA104 is the partnership section of a partner's own Self Assessment return.
- SA105SA105 UK property pagesSA105 is the UK property section of the Self Assessment return.
- SA106SA106 foreign pagesSA106 is the foreign section of the Self Assessment return.
- SA108SA108 capital gains pagesSA108 is the capital gains summary in the Self Assessment return.
- SA109SA109 residence pagesSA109 is the residence section of the Self Assessment return.
- SA800SA800 partnership returnSA800 is the Partnership Tax Return.
- SA303SA303 reduce payments on accountSA303 is HMRC's form for asking to reduce your Self Assessment payments on account when you expect this year's bill to be lower than last year's, for example because profits fell or tax relief went up.
- SA370SA370 penalty appealSA370 is HMRC's postal form for appealing a Self Assessment penalty for filing your return or paying your tax late.
- P87P87 job expenses claimP87 is HMRC's postal form for claiming Income Tax relief on job expenses your employer hasn't repaid, such as tools, uniforms, professional fees or business mileage in your own car.
- R40R40 savings tax refundR40 is HMRC's claim for a refund of Income Tax deducted from savings and investment income, such as interest paid with tax already taken off.
- P85P85 leaving the UKP85 tells HMRC you've left, or are about to leave, the UK, and lets you claim back Income Tax overpaid through PAYE.
- P50P50 stopped-work refundP50 is how you claim back Income Tax overpaid in the current tax year after you stop working, for example if you've been out of work for 4 weeks or more and aren't claiming taxable benefits, have retired without a pension from your old employer, or have gone back to full-time study.
- P53Z, P55, P50ZPension tax refund formsP55, P53Z and P50Z are HMRC's claims for tax overpaid when you flexibly access a pension, usually because the first payment was taxed on an emergency code.
- CH2CH2 Child Benefit claimCH2 is HMRC's paper claim form for Child Benefit, for when you can't claim online.
- 64-864-8 agent authorisationForm 64-8 is the paper form you sign to let a paid agent, such as an accountant, deal with HMRC for you.
- P11DP11D expenses and benefitsA P11D is the form an employer sends HMRC for each employee who had taxable expenses or benefits, such as a company car or an interest-free loan, that weren't taxed through payroll.
- P11D(b)P11D(b) Class 1A returnThe P11D(b) is the employer's year-end return of Class 1A National Insurance owed on taxable expenses and benefits.
- Starter checklistStarter checklist (new job)The starter checklist is HMRC's form for a new employee who doesn't have a P45, so the employer can work out the right tax code for the first pay.
- VAT1VAT1 VAT registrationVAT1 is HMRC's paper application to register for VAT.
- VAT2VAT2 partnership detailsVAT2 is the HMRC form that gives the details of each partner in a VAT-registered partnership.
- VAT7VAT7 cancel VAT registrationVAT7 is HMRC's paper form to cancel a VAT registration.
- VAT68VAT68 transfer a VAT numberVAT68 is HMRC's request to transfer a VAT registration number to a new owner.
- VAT652VAT652 (withdrawn)VAT652 was HMRC's form for reporting errors on past VAT Returns.
- VAT1614AVAT1614A option to taxVAT1614A is the form you use to tell HMRC you've opted to tax land or buildings, which makes your sales and lettings of that property standard-rated for VAT and normally lets you recover the VAT on related costs.
- VAT431NBVAT431NB DIY housebuildersVAT431NB is HMRC's paper claim form for the DIY housebuilders scheme, which refunds VAT on building materials for a new home you build for yourself or your family.
- CT600CT600 Company Tax ReturnThe CT600 is HMRC's Company Tax Return.
- CIS300CIS300 monthly returnThe CIS300 is the monthly return a Construction Industry Scheme contractor sends HMRC.
- CS01CS01 confirmation statementThe CS01 confirmation statement tells Companies House that the information it holds about your company is up to date.
- IN01IN01 company registrationForm IN01 is the paper application to register (incorporate) a private or public company with Companies House.
- AA01AA01 change of year endForm AA01 changes a company's accounting reference date, its year end, for the current financial year or the one immediately before it.
- AA02AA02 dormant accountsForm AA02 is the paper form for dormant accounts of a company limited by shares that has never traded, where the only transaction is the issue of subscriber shares.
- AP01AP01 appoint a directorAP01 is how a company tells Companies House it has appointed an individual as a director.
- TM01TM01 director resignationTM01 tells Companies House that a director's appointment has ended, whether they resigned, were removed or died.
- CH01CH01 change director detailsCH01 tells Companies House about a change to an existing director's details.
- AD01AD01 registered officeAD01 is the filing that changes a company's registered office address.
- PSC01PSC01 person with significant controlPSC01 tells Companies House about an individual with significant control of a company: usually someone with more than a quarter of the shares or voting rights, who can appoint or remove most directors, or who otherwise controls the company.
- SH01SH01 allotment of sharesSH01 is the return of allotment of shares: the filing a company sends Companies House when it issues new shares after incorporation.
- DS01DS01 strike offDS01 is the application to strike a limited company off the Companies House register, which dissolves it.
- LBTT returnLBTT returnAn LBTT return tells Revenue Scotland about a notifiable land or property transaction in Scotland, such as buying a home.
- ADS repayment claimADS repayment claimIf you paid the Additional Dwelling Supplement (ADS) on a new main home in Scotland and then sold your previous main residence within the allowed window, you can claim the ADS back from Revenue Scotland.
- Form 17Form 17 joint property incomeForm 17 lets a married couple or civil partners who live together be taxed on their actual shares of income from jointly owned property, instead of the default 50/50 split.
- NRL1NRL1 non-resident landlordNRL1 is HMRC's application for an individual landlord who lives abroad to receive UK rent without tax deducted.
- IHT400IHT400 Inheritance Tax accountIHT400 is HMRC's Inheritance Tax account: the full report of an estate's assets, debts, gifts, reliefs and exemptions.
- IHT402IHT402 transfer unused nil-rate bandIHT402 is the HMRC claim, sent with the IHT400, to transfer the unused Inheritance Tax nil-rate band of a spouse or civil partner who died first to the estate of the one who died later.
- IHT421IHT421 probate summaryIHT421 is HMRC's probate summary, now used only to apply for a grant of representation in Northern Ireland.
- IHT435IHT435 / IHT436 residence nil-rate bandIHT435 claims the residence nil-rate band, up to £175,000, when someone who died on or after 6 April 2017 leaves a home they owned to their direct descendants.
- IHT205IHT205 (withdrawn)IHT205 was HMRC's short return for excepted estates.
- R68R68 Gift Aid claim (withdrawn)R68 was HMRC's paper form for charities to claim tax repayments, including Gift Aid.
- OSCR annual returnOSCR annual returnEvery charity on the Scottish Charity Register must send OSCR an online annual return, its annual accounts, a Trustees' Annual Report and an external scrutiny report within 9 months of its financial year end.
Where to find it
- Where to find itFind your UTRYour Unique Taxpayer Reference (UTR) is a 10-digit number HMRC gives you when you register for Self Assessment or set up a limited company.
- Where to find itFind your P60A P60 summarises the pay you received and the tax deducted in a tax year, from 6 April to 5 April.
- Where to find itGet your SA302An SA302 is HMRC's calculation of your tax for a year, used as proof of income, for example by self-employed mortgage applicants.
- Where to find itFind your NI numberYour National Insurance number is made up of 2 letters, 6 numbers and a final letter.
- Where to find itFind your Gateway user IDA Government Gateway user ID is up to 12 characters long and, with a password, signs you in to HMRC online services such as your personal tax account and Self Assessment.
- Where to find itFind your P45A P45 is the form your employer gives you when you stop working for them.
- Where to find itHMRC app and tax accountThe HMRC app and your personal tax account on GOV.UK are where you find most personal tax references.
- Where to find itYour P800 tax calculationA P800 is HMRC's tax calculation letter.
- Where to find itYour P2 tax code noticeA P2 Tax Coding Notice is HMRC's letter telling you your tax code and how it was worked out.
- Where to find itCheck your NI recordYour National Insurance record shows what you've paid up to the start of the current tax year, any credits you've received, and whether gaps mean some years don't count as qualifying years for the State Pension.
- Where to find itGet a copy of your tax returnIf you filed your Self Assessment return through HMRC's online service, sign in to your HMRC online account to view returns you've made before.
- Where to find itFind your company UTRA company's Unique Taxpayer Reference (UTR) is a 10-digit number HMRC gives a limited company for Corporation Tax once it's set up.
- Where to find itFind your authentication codeThe company authentication code is a six-character code of letters and numbers that authorises online filings at Companies House, the equivalent of a company officer's signature.
- Where to find itFind your VAT numberA UK VAT registration number is a 9-digit number HMRC sends by post when you register for VAT.
- Where to find itFind your employer PAYE referenceEmployers have two HMRC references.
- Where to find itFind a CIS verification numberA CIS verification number is the reference HMRC gives a contractor when it verifies subcontractors before paying them.
- Where to find itFind your HMRC payment referenceEach tax has its own HMRC payment reference.
Templates
- TemplateMileage logA mileage log records each business journey: the date, where you went, why, and the miles.PDFExcel
- TemplateDividend voucherA dividend voucher is the record a limited company issues each time it pays a dividend.PDFWord
- TemplateLandlord income and expenses trackerA landlord income and expenses tracker records every rent receipt and cost through the tax year, so the property pages of your tax return take minutes.Excel
- TemplateSole trader income and expenses trackerA sole trader income and expenses tracker records every sale and business cost through the tax year, so the self-employment pages of your tax return come straight from the totals.PDFExcel
- TemplateWorking from home expenses sheetIf you're self-employed and work from home, you can claim either HMRC's flat rate or the business share of your actual household costs.Excel
- TemplateCash bookA cash book is a running record of every payment into and out of a business bank account, with the balance after each line.Excel
- TemplatePetty cash logA petty cash log records every top-up to a business's cash float and every small payment made from it, with a voucher number and a running balance.PDFExcel
- TemplateInvoice registerAn invoice register lists every invoice a business issues, with its unique number, customer, amounts, due date and what has been paid.Excel
- TemplateFixed asset registerA fixed asset register lists the equipment, vehicles and fixtures a business owns, with the date bought, the cost, the capital allowance claimed and what happened when it was sold or scrapped.Excel
- TemplateDirector's loan account registerA director's loan account records money a director takes from or puts into their company that isn't salary, dividends or expense repayments.Excel
- TemplateDividend registerA dividend register is a company's running list of every dividend it declares and pays: the date, each shareholder, the shares held, the amount, and the voucher and board minute behind it.Excel
- TemplateCIS deductions registerA CIS deductions register records each monthly payment and deduction statement a subcontractor gets from contractors: gross pay, materials, the deduction taken and the net paid.Excel
- TemplateCrypto transaction logA crypto transaction log records every time you acquire or dispose of tokens, in pounds, with the tokens held and the pooled cost before and after each disposal.Excel
- TemplateShare pool CGT worksheetWhen you buy shares of the same type in a company at different times, HMRC pools them in a Section 104 holding at their average cost.Excel
- TemplateCash flow forecastA cash flow forecast plans the money you expect to come into and go out of the business bank account each month, and carries the balance forward, so you can see a shortfall coming before it happens.Excel
- TemplateInvoice templateAn invoice must show a unique number, your business name and address, the customer's name and address, a description of what you supplied, the supply and invoice dates, and the total owed.PDFWordExcel
- TemplateBoard minutes: dividendBoard minutes for a dividend record the directors' meeting that decides to pay it: who attended, the profits available to cover it, the amount per share, the payment date and who is paid.PDFWord
- TemplateBoard minutes: approve accountsBoard minutes approving the accounts record the directors' meeting at which the annual accounts are approved and a director is authorised to sign the balance sheet.PDFWord
- TemplateCredit note templateA credit note reduces or cancels an invoice you've already issued, for an overcharge, a mistake or an agreed reduction.PDFWord
- TemplateProfessional clearance letterA professional clearance letter is the enquiry a new accountant sends to a client's previous accountant before taking them on.PDFWord
- TemplateReasonable excuse statementA reasonable excuse statement explains to HMRC why you missed a filing or payment deadline, to support an appeal against the penalty.PDFWord
- TemplateGift Aid declarationA Gift Aid declaration is the donor's confirmation that lets a charity or CASC claim Gift Aid on their donations.PDFWord
- TemplateRecord retention scheduleHow long you keep records depends on the tax.PDF
Checklists
- ChecklistSelf Assessment documents checklistBefore you file a Self Assessment return, gather your UTR and National Insurance number, your Government Gateway sign-in, any P60, P45 or P11D, your business and rental income and expense records, interest and dividend statements, details of anything you sold that may have made a gain, and records of pension contributions and Gift Aid.PDF
- ChecklistLimited company year-end checklistAt a limited company's year end, reconcile every bank and loan account, list unpaid invoices and bills, count stock, record asset purchases, review the director's loan account and check dividends were minuted.
- ChecklistSelf-employed mortgage documentsSelf-employed mortgage applicants usually prove income with HMRC documents: the SA302 tax calculation and the matching tax year overview for each year the lender asks about, printed from your HMRC online account 72 hours after filing.
- ChecklistVAT registration checklistYou must register for VAT if your taxable turnover for the last 12 months went over £90,000, or you expect it to in the next 30 days.PDF
- ChecklistStarting as a sole trader checklistTo start as a sole trader, choose a business name, keep records of income and expenses from your first sale, and register for Self Assessment once you earn more than £1,000 in a tax year.PDF
- ChecklistIncorporation checklistTo incorporate a limited company you need an available name, a registered office address, at least one director and one shareholder, details of people with significant control, articles of association and a SIC code.PDF
- ChecklistExecutor tax checklistAn executor tells HMRC about the death, usually through Tell Us Once, settles the person's tax up to the date of death, values the estate to see whether Inheritance Tax is due, and reports and pays any tax within the deadlines.PDF
- ChecklistCIS subcontractor checklistConstruction subcontractors register for CIS with their legal business name, UTR, VAT number if registered and trading start date.PDF
- ChecklistCrypto tax records checklistHMRC expects you to keep your own records of every cryptoasset transaction: the token type, date, number of tokens, value in pounds, tokens left afterwards, and pooled cost before and after each disposal, backed by bank statements.PDF
- ChecklistClosing a limited company checklistTo close a solvent limited company by striking it off, it must have stopped trading and not changed its name for 3 months.PDF
- ChecklistTax year-end checklistBefore the 2026/27 tax year ends on 5 April 2027, review your pension contributions against the £60,000 annual allowance, use your ISA allowance, and check whether income over £100,000 or £60,000 costs you Personal Allowance or Child Benefit.PDF
- ChecklistNew tax year checklistWhen the 2026/27 tax year starts on 6 April 2026, check your tax code, and employers should update payroll software and new minimum wage rates.PDF
- ChecklistScottish landlord tax packLandlords with property in Scotland should record who owns each property, keep mortgage interest apart from other costs (it gives a basic-rate tax credit, not a deduction), keep receipts for allowable expenses, check their Scottish Income Tax band, budget for LBTT and the Additional Dwelling Supplement before buying, hold a council licence before taking short-term let bookings, and check whether Making Tax Digital for Income Tax applies to their rent.
- ChecklistLandlord expense checklistLandlords can deduct running costs such as letting agent fees, insurance, repairs, ground rent, service charges and bills they pay, plus like-for-like replacement of furnishings.
- ChecklistMTD for Income Tax checklistTo get ready for Making Tax Digital for Income Tax, work out your qualifying income (self-employment and property income before expenses, from your last return), check the start date that applies, choose software HMRC recognises, keep digital records of every income and expense, then sign up yourself or through your accountant.
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