Date posted: 19th May 2025
You may have recently received our tax return checklist letter requesting details of what we need to complete your 2024/25 tax return.
Although the deadline isn’t until January, there are many benefits to completing and submitting your tax return early.
If you struggle to obtain employment or pension income, we can sometimes retrieve this information via our software through HM Revenue & Customs but not until the Autumn. However, you are able to get more information from HM Revenue & Customs ‘Income Record Viewer’, such as breakdown of pension income and details of student loan repayments if applicable.
Should you wish to register for this service, click here for a HM Revenue & Customs newsletter, a brief summary of how to register. Once registered, you will be able to authorise us to receive this information or download the information and send this to us.
HMRC have also produced a short explainer video which shows the quickest way for us to view your pay, tax details and other useful information. Watch the video here.
Please do get in touch if you would like to discuss this further.
