Ok, So Its This Simple....
Ever wondered if filing your Self Assessment tax return from your phone could save you time?
For many, navigating taxes can feel overwhelming, but knowing the right phone methods makes it manageable.
Whether you're looking for direct HMRC support or need help troubleshooting issues, we've got you covered.
Here are 7 effective ways to handle your Self Assessment by phone!
1. Contacting the HMRC Helpline
If you need a helping hand with your Self Assessment, calling the HMRC helpline can be a lifesaver.
Whether you’re stuck on a tricky tax question or need clarity on your Self Assessment tax return, the team at HMRC is there to guide you.
Before you call, make sure you’ve got all the essentials ready—your Unique Taxpayer Reference (UTR), National Insurance number, and any relevant tax return details. It’s also helpful to have a clear idea of the issue or question you need resolving. Trust us, a little prep can make the process much smoother.
When you call, you can expect to go through some security checks (no surprises there!). Once that’s done, the advisor will help address your concern—whether it’s a simple tax calculation question or something more complex like assessment tax returns.
Be prepared to take notes, as they often provide helpful advice you’ll want to remember.
Pro tip: Avoid peak times like lunch hours or filing deadlines, as wait times can get pretty long!
2. Using HMRC’s Automated Phone Service
We’ve seen plenty of clients benefit from HMRC’s automated phone service—it’s perfect for tackling simple Self Assessment tasks quickly.
Whether you need to check the status of your tax return or confirm a payment, this service works around the clock, no waiting in a queue required.
All you need is your Unique Taxpayer Reference (UTR) and National Insurance number to get started.
Dial the HMRC helpline, follow the voice prompts, and let the system guide you through basic tasks. It’s especially helpful for checking deadlines, confirming Self Assessment tax payments, or getting quick updates.
The automation is a real time-saver for straightforward queries. However, if your situation is more complicated—like managing multiple income sources or needing help with deductions—you may still need to speak with an advisor.
For those simpler tasks, though, it’s a fast, fuss-free option many of our clients swear by!
3. Requesting Paper Forms Over the Phone
If you prefer filing a Self Assessment tax return on paper, start by requesting the forms from HMRC.
To save time, have your Unique Taxpayer Reference (UTR) and other personal details ready when you call 0300 200 3610. They’ll post the forms straight to you.
Paper returns suit those who prefer a traditional approach, but keep in mind the deadline is earlier than online submissions.
For the tax year ending 5 April, paper returns are due by 31 October —missing it could mean penalties.
Many clients find online filing easier, with its later 31 January 2025 deadline and instant submission confirmation. If you’re considering the switch, we’re here to guide you.
Whichever method you choose, planning ahead is key!
4. Updating Personal Details by Phone
If you need to update your address or contact details, calling HMRC is a quick and straightforward option.
Before dialling, have your National Insurance number or Unique Taxpayer Reference (UTR) handy to verify your identity. It’s also worth checking your online account first, as some updates can be done there faster.
We’ve seen how small errors, like an outdated address, can delay things like receiving income statements or even your tax refund. If you’re self-employed, ensuring your information is up to date is even more important, as it impacts communications for your assessment return.
If you're unsure about what to update, don’t hesitate to contact HMRC for guidance. They’ll confirm the changes and let you know when they'll take effect, keeping your tax process running smoothly!
5. Getting Help with Tax Code Queries
Struggling with your tax code? You’re not alone, and HMRC’s helpline is your go-to for sorting it out.
Whether you’re self-employed or employed, having the wrong tax code can lead to underpaying or overpaying income tax, which is a hassle no one needs.
Before you call, make sure you have your National Insurance number and recent payslips or your online account handy. The HMRC team can walk you through why your tax code is what it is and help update it if something’s off—like changes in your income or work situation.
From experience, we’ve seen clients solve common tax code issues—like emergency codes or incorrect deductions—quickly with just one call. It’s a simple step, but it can save you a lot of back-and-forth or even waiting for refunds later on.
Contact HMRC sooner rather than later to get everything in order!
6. Making Payments Over the Phone
Need to pay your Self Assessment bill and prefer the personal touch?
HMRC’s phone payment service is there to help. It’s a quick and secure way to settle your tax bill without needing to log into an online account or navigate a website.
Before you call, have your Unique Taxpayer Reference (UTR), payment amount, and card details ready—HMRC only accepts debit cards over the phone, so keep that in mind.
You’ll also need to confirm your assessment return details for added security. The process is straightforward: call, provide your details, and HMRC will process your payment while you’re on the line.
We’ve heard from clients that they love the instant confirmation of payment, which is typically given at the end of the call. It’s peace of mind knowing everything’s sorted—especially close to deadlines when every minute counts!
Once the payment is processed, double-check your bank statement or HMRC’s system later to ensure the transaction has gone through. And always take note of your payment reference and confirmation number. It’s a handy backup if there’s ever a mix-up or delay!
7. Seeking Advice for Complex Tax Situations
If your Self Assessment involves complex areas like foreign income, capital gains, or multiple deductions, the Pie Tax App is your go-to solution.
The app provides real-time guidance and intuitive tools to handle details like your UTR, income summaries, and specific figures for capital gains, ensuring accuracy and saving you time.
Users often feel confident tackling challenges such as double taxation agreements or managing self-employed income across borders. The Pie Tax App simplifies the process step-by-step, helping you avoid common mistakes and potential penalties.
Pro tip: Use the app’s notes feature to jot down key details or reminders—it’s an easy way to stay organised and ensure everything is in place when submitting your tax return.
Make tax season stress-free with Pie Tax App—the smarter way to handle your taxes!
Final Thoughts
Filing your Self Assessment tax return over the phone might seem old-school, but there’s a better way—the free Self Assessment app, Pie Tax!
Whether you’re updating personal details, resolving tax code issues, or calculating capital gains, the Pie Tax App offers a modern, user-friendly alternative to long phone calls. It’s designed to simplify complex tax situations, provide real-time guidance, and ensure your return is accurate and submitted on time.
At the end of the day, what matters most is having a stress-free experience that’s tailored to your specific circumstances.
With Pie Tax, you can handle everything from updates to secure payments without waiting on hold or struggling with paperwork.
Taxes don’t have to be stressful when you’ve got the right tools at your fingertips! Ready to take control of your Self Assessment?
Download the Pie Tax App, grab your UTR number, and let it guide you step-by-step to a hassle-free tax season. You’ve got this!
