What to Do if HMRC Requests Additional Information After Submitting Your Self Assessment

If you are a sole trader and HM Revenue and Customs (HMRC) contacts you asking for more details after you’ve submitted your Self Assessment tax return, it is important to respond carefully and promptly. HMRC may need extra information to verify the accuracy of your return or clarify certain entries.

Why HMRC Might Ask for More Information

HMRC reviews tax returns and sometimes identifies areas that require further explanation. This could include:

• Details about your business income or expenses
• Clarification of figures reported, such as turnover or allowable costs
• Supporting evidence such as invoices, receipts, or bank statements
• Information about any changes in your business circumstances

How to Respond

When HMRC requests additional information, they will usually contact you by letter or online message through your Government Gateway account. You should:

1. Read the request carefully: Understand exactly what information HMRC needs and the deadline for your response.
2. Gather your records: Collect relevant documents such as receipts, bank statements, or accounting records that support your return.
3. Provide clear and accurate information: Respond with the requested details as fully as possible. If you cannot provide certain information, explain why.
4. Use the official channels: Reply via the method HMRC specifies, such as through your online account or by post.

Important Points to Consider

• Keep good records: As a sole trader, you are required to keep records of your business income and expenses to complete your return accurately and to respond to any queries.
• Deadlines matter: HMRC will give a deadline for your response. Try to meet it to avoid penalties or further enquiries.
• Be honest and thorough: If you discover an error in your original return, it is best to inform HMRC and correct it promptly.
• Seek help if needed: If you find the request confusing or complicated, consider getting advice from an accountant or tax adviser.

What If You Disagree With HMRC’s Request?

If you believe HMRC is asking for information that is not relevant or you disagree with their assessment, you can:

• Contact HMRC to discuss your concerns and ask for clarification
• Request a formal review or appeal if you think the enquiry is unfair

Remember, HMRC’s enquiries are part of their routine process to ensure returns are correct. Responding openly and promptly usually helps resolve matters quickly.

Summary

When HMRC asks for more information after your Self Assessment submission, respond clearly, keep your business records organised, and meet any deadlines. This will help you avoid penalties and keep your tax affairs in good order.

Official reference: https://www.gov.uk/self-assessment-tax-returns. Topic-specific official guidance. Always check the latest official guidance. Related forms: Browse our form category.

Important: This article provides general information. Government rules, forms and procedures can change, and this article may not reflect the latest updates. Check current GOV.UK guidance or the relevant authority before relying on it. ITG & Co. is independent and is not affiliated with a government department.