Help centre

Frequently asked questions

Learn how to get key tasks done in your digital tax return account.

Essential information you need for your tax return

  1. Government gateway id (also called user id)
  2. Unique taxpayer reference number (‘UTR’)
  3. National insurance number

See the help page for more information.

Need help signing in?

Your username is an email address – this will have been provided by you through the registration process.

If you’ve forgotten your password, you can reset it here: Reset password

Connecting a bank feed

The ‘Open Banking’ system, which is regulated by the Financial Conduct Authority, gives a secure way of connecting a wide range of banks to your account. See here how to connect your bank to the system.

Importing transactions from a spreadsheet

You can import the individual items into our Record keeping area. You can also import bank statements if you don’t use our bank feed feature. Follow these steps to make sure the data is imported correctly.