Money & Tax Form Help
Understand HMRC paperwork, tax applications and financial forms with independent, downloadable step-by-step guides written in plain English.
✓ Downloadable PDF guides
✓ Independent service
Making Money & Tax Forms Easier to Understand
Financial and tax paperwork can involve unfamiliar terminology, detailed questions and important deadlines. Whether you are dealing with HMRC or another public body, it helps to understand what each form is asking before you begin.
At ITG & Co., we develop downloadable PDF companions that explain official forms and application processes in straightforward language.
Our guides are designed to be used alongside current official instructions. They help with understanding and preparation but do not replace individual tax, accounting or financial advice.
Available Money & Tax Guides
Browse our available PDF guides below. Select View Guide to see full details before purchasing.
Self Assessment Quick-Fill Companion
A straightforward, downloadable guide with plain-English instructions, examples and a completion checklist.
£6.99
View Guide →New published money and tax guides will appear here automatically.
Common Money & Tax Forms
Below are common HMRC and government financial processes. Official application services and forms are available from the relevant authorities.
Self Assessment Tax Returns
Self Assessment is used to report certain income and calculate tax where it is not handled entirely through PAYE. Check whether you need to register, file a return and meet a filing deadline.
P85 – Claiming Tax Back When Leaving the UK
The P85 process may apply when you leave the UK and want HMRC to assess whether you are owed an Income Tax refund. Eligibility depends on your circumstances.
P87 – Claiming Tax Relief on Employment Expenses
Some employees can claim tax relief for qualifying work expenses. The appropriate claim method depends on the expenses, amount and your tax circumstances.
National Insurance Number Applications
If you need to apply for a National Insurance number, you may be asked to verify your identity and provide relevant personal information through the official application process.
Marriage Allowance Applications
Eligible married couples and civil partners may be able to transfer part of one partner’s Personal Allowance to the other. Check the current eligibility requirements before applying.
How Our Form Guidance Helps
Our downloadable guides help you understand the questions and prepare the information requested.
Understand the Questions
Read explanations of tax terminology, form sections and the information that may be required.
Gather Your Records
Prepare relevant income figures, tax records and other documents before completing your application.
Check Before Submitting
Review amounts, personal details and any applicable official filing or submission deadlines.
Before Completing a Money or Tax Form
Tax allowances, thresholds and form requirements can change between tax years. Check that the instructions and figures apply to the relevant period.
Make sure personal details, income, deductions and other figures match the documents you are using wherever appropriate.
Late applications, tax returns or payments can have consequences. Confirm the current deadlines with HMRC or the relevant authority.
Retain confirmation messages, important correspondence and relevant paperwork in accordance with official record-keeping requirements.
Important Information
HMRC forms, tax processes and eligibility rules can change. Some financial matters also have different requirements in Scotland, Wales and Northern Ireland. Always check the latest official guidance before submitting information or making a tax-related decision.