Clarion Futures Self Assessment Guide for HMRC

and your self-assessment. If you are running a company or other organisation, you would need to choose a business account. For security you will need to enter an access code which will either be a text, voicemail or authentication app. The access code must be used every time you log in. Once you have done this you will need to prove your identity when you first register. (You only need to do this once.) ID Required You need your National Insurance number or postcode and two of the following: • a valid UK passport. • a UK photocard driving licence issued by the DVLA (or DVA in Northern Ireland). • a payslip from the last 3 months or a P60 from your employer for the last tax year. • details of a tax credit claim if you made one. A summary video can be found here of the registration process: https://youtu.be/40B5aVW56aM

Selecting the services you need Once you are logged in you can add the services you need from HMRC. If you are self-employed you need to select the self assessment for individuals/sole traders option. If you are a subcontractor under the CIS scheme you can also register for this at the same time when you chose this option. Once you have completed the process HMRC will send your UTR (Unique Tax Reference) in the post. You will need the UTR when you contact HMRC and when you complete your tax returns. The basic Information they want to know about you and your business. • Gender • Current address (and when you moved in) • Phone number • Information about your business – • Email address name, nature of business, when you started trading. • National Insurance number • Date of birth • Full name (and any previous names)