Tidy up your taxes

Have income that hasn't been taxed? Registered for working for families tax credits?

What to do at the end of the tax year

Self employed, have a rental property or earned extra cash? Receiving working for families tax credits?

If you have untaxed income

You need to file an Income tax return (IR3) by 7 July if you:

are self employed,
have a rental property, or
earned extra cash during the year.

Note

We'll send you an IR3 tax pack by the end of May if you've filed an IR3 return in the last two years.

If your tax pack hasn’t arrived, or this is the first time you’ve had to file a return, you can request one online.

Request an IR3 tax pack

Your entitlement to working for families

If you receive your working for families tax credits payments during the year, after you send us your return we use the income details you provide to adjust your annual entitlement.

If you receive your working for families tax credits as a lump sum, we'll work out your entitlement after we've received your IR3.

If you don't file your IR3 on time, penalties and interest may apply.

Check if you need to do anything File your income tax return (IR3)

If you're registered for working for families tax credits

If you're not required to file an IR3 we'll send you a personal tax summary (PTS) at the end of July.

Your PTS shows your:

income and tax deductions for the year, and
working for families entitlements.

Your PTS tells you if you've:

overpaid your tax and are due a refund, or
underpaid your tax and have tax to pay.

What to do between April and July

You don't need to do anything else until your PTS arrives at the end of July.

If you don't receive your PTS by the end of July, you can request one online. We'll send it to you within 45 working days.

Confirm your PTS Request your PTS (after July)