Official HMRC & Companies House Forms

Useful Tax & Company Forms

Direct links to official forms on gov.uk for self-assessment, PAYE, VAT, corporation tax, CIS, IHT, and company filings. All links are to the official source. If HMRC updates a form, visit gov.uk/hmrc-forms for the latest version.

Important: All forms below link directly to official UK government sources (HMRC at gov.uk or Companies House at find-and-update.company-information.service.gov.uk). DKAT Accountants does not host or modify any official forms. Form numbers and guidance notes are correct as at May 2026 and may be updated by HMRC. Always check gov.uk for the most recent version before filing. If you are unsure which form to use, contact DKAT for guidance before submitting — incorrect forms can delay processing or result in penalties.

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Self-Assessment Tax Returns

Self-Assessment Tax Return

Main self-assessment return for individuals. Required by all who need to file.

Supplementary pages for each employment or directorship during the year.

Self-Employment (Short)

For sole traders with turnover under the VAT threshold and straightforward affairs.

Self-Employment (Full)

For sole traders with turnover above the VAT threshold or more complex affairs.

Supplementary pages for rental income from UK land and property.

Capital Gains Summary

For gains and losses on shares, property, assets and other disposals.

Partnership (Short)

Supplementary pages for partnership income — short version.

For foreign income, gains, or if claiming relief under a double taxation agreement.

Residence & Remittance Basis

For non-residents, dual residents or those claiming remittance basis.

Register for Self-Assessment (Self-Employed)

Register as self-employed and notify HMRC of self-assessment obligation. Must file by 5 October after the tax year.

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PAYE & Employment

New Employee Starter Checklist

Replaces the paper P46. Completed by new employees to enable correct PAYE tax code. Required at start of employment.

Expenses & Benefits

Employers report benefits in kind (company cars, private medical insurance, loans) provided to employees and directors. Due by 6 July after each tax year.

Return of Class 1A NICs

Declaration of Class 1A National Insurance Contributions due on all benefits in kind. Filed alongside P11D forms.

Claim for Employment Expenses

For employees claiming tax relief on work expenses (uniforms, tools, professional fees, mileage) where these are not reimbursed by the employer.

Claim Tax Refund After Leaving Work

For reclaiming overpaid PAYE tax after ceasing employment, where you have not started another job or claimed other income.

Pension Flexibility — Partial Withdrawal

Reclaim overpaid tax on a partial (flexible access) pension withdrawal during the tax year.

Register as an Employer

Register with HMRC as an employer before your first payday. Must be done online. Usually takes up to 5 working days.

Notice of Coding (Understanding Your Tax Code)

Guidance on how to read and query your PAYE tax code issued by HMRC.

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VAT

Application for VAT Registration

Register for VAT — mandatory when taxable turnover exceeds £90,000 in any rolling 12 months, or on a voluntary basis below this threshold.

Application to Cancel VAT Registration

Deregister from VAT where taxable turnover has fallen below the deregistration threshold (£88,000) or the business has ceased.

Apply to Join the VAT Flat Rate Scheme

Join the Flat Rate Scheme (FRS) — available to businesses with taxable turnover (excluding VAT) of £150,000 or less.

Apply for VAT Annual Accounting Scheme

Submit one VAT return per year and make interim payments. Available to businesses with estimated taxable turnover up to £1.35m.

Transfer a Business as a Going Concern

Request to transfer a VAT registration number to a new owner when a business is sold as a going concern.

Making Tax Digital — VAT Guidance

HMRC guidance on MTD for VAT requirements — mandatory for all VAT-registered businesses. Digital records and software submissions required.

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Corporation Tax

Company Tax Return

Annual corporation tax return for UK limited companies. Must be filed within 12 months of accounting period end. Tax due 9 months and 1 day after year-end.

Register for Corporation Tax

All new UK companies must register with HMRC for corporation tax within 3 months of starting to trade. Done online through HMRC's business tax account.

R&D Tax Relief — Guidance & Claim

Guidance on claiming R&D relief under the merged RDEC scheme (from April 2024). Claims filed via the CT600 return; pre-notification required within 6 months of year-end.

Capital Allowances Guidance

HMRC guidance on claiming Annual Investment Allowance (£1m), writing-down allowances and first-year allowances on plant and machinery.

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Construction Industry Scheme (CIS)

Register for CIS — Contractor & Subcontractor

Contractors must register before first paying a subcontractor. Subcontractors should register to receive gross payment status (0% deduction) or standard rate (20%).

Register as CIS Subcontractor (Individual)

Paper registration form for individual subcontractors in the Construction Industry Scheme.

CIS Repayment — Claim Overpaid Deductions

Subcontractors who have had CIS deductions made in excess of their tax liability can claim a repayment from HMRC.

CIS Monthly Returns — Online Filing

Contractors must submit monthly CIS returns to HMRC by the 19th of the month following payment. Penalties apply for late submission even if no payments were made.

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Inheritance Tax

Inheritance Tax Account

The main IHT return. Required where the estate is not excepted (i.e., IHT may be payable or certain conditions are not met). Filed with HMRC before probate.

Return of Estate — Overseas Domicile

Simplified IHT return for estates of people domiciled outside the UK where only UK assets are in the estate.

Business Relief for Shares & Securities

Claim Business Property Relief on quoted shares in companies where BPR conditions are met. Note: BPR cap of £2.5m per person applies from 6 April 2026.

Deed of Variation — IHT

Notify HMRC of a deed of variation redirecting an inheritance within two years of death, treated for IHT purposes as if made by the deceased.

Agricultural Property Relief

Claim Agricultural Property Relief (APR) on qualifying agricultural land and property. Note: APR is subject to the same £2.5m combined cap with BPR from April 2026.

Transferable Nil-Rate Band

Claim the unused nil-rate band from a deceased spouse or civil partner to add to the surviving partner's estate. Must be claimed by the executor.

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Companies House

Incorporate a Limited Company

Register a new private limited company at Companies House. Can be done online (same day, £50) or by post. Requires company name, SIC code, registered address, directors and shareholders.

Co House Online

Confirmation Statement

Annual confirmation that the company's registered information is accurate. Due within 14 days of your review date. Fee: £34 online. Failure to file is a criminal offence.

Change Director Details

Notify Companies House of changes to a director's details (name, address, nationality). Must be filed within 14 days.

Appoint a Director

Notify Companies House of a new director appointment. Must be filed within 14 days of the appointment date.

Terminate a Director’s Appointment

Notify Companies House when a director resigns or is removed from office. Must be filed within 14 days.

Change Registered Office Address

Notify Companies House of a change to the company's registered office address. The new address must be in the same part of the UK as the original.

Apply to Strike Off (Close a Company)

Apply to voluntarily dissolve a private limited company. All liabilities must be settled first. HMRC must also be notified. Process typically takes 3–4 months.

People with Significant Control (PSC)

Register of individuals with significant control of a company (25%+ shares, voting rights, or right to appoint directors). Must be maintained and filed at Companies House.

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Agent Authorisation & HMRC

Authorise a Tax Agent

Authorise DKAT (or another accountant) to act on your behalf with HMRC for income tax, corporation tax, PAYE, VAT and CIS. Once submitted, HMRC deals directly with your agent.

PAYE Agent Authorisation

Authorise an agent to act for PAYE purposes — completing RTI submissions, making changes to employee records and dealing with PAYE correspondence.

Voluntary Disclosure — Additional Income

HMRC's digital disclosure facility for reporting previously undeclared income. Unprompted disclosures attract lower penalties than prompted ones. Take advice before using.

Update Personal Details with HMRC

Notify HMRC of changes to your name, home address, or other personal details via your HMRC online account or by contacting HMRC directly.

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Investment Schemes — EIS, SEIS & VCT

SEIS — Seed Enterprise Investment Scheme

Guidance and forms for companies seeking SEIS status. 50% income tax relief for investors on investments up to £200,000. Apply for advance assurance before raising investment.

EIS — Enterprise Investment Scheme

20% income tax relief for investors in qualifying companies. Annual limit £2m (£1m for knowledge-intensive companies). Apply for advance assurance via HMRC.

VCT — Venture Capital Trust Relief

20% income tax relief on VCT subscriptions (reduced from 30% from 6 April 2026). Annual investment limit £200,000. Five-year minimum holding. Dividends and gains tax-free.

Gift Aid — Guidance & Declaration

Guidance on Gift Aid for individuals and charities. Higher and additional rate taxpayers can claim extra tax relief on donations through their self-assessment return.

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Other Useful Forms & Guidance

Reduce Payments on Account

Apply to reduce your self-assessment payments on account if you expect your tax bill to be lower than the previous year. Only reduce if you are confident — interest applies if underpaid.

Pension Annual Allowance & Reporting

Guidance on annual allowance (£60,000), carry forward of unused allowances, and the tapered annual allowance for adjusted income over £260,000.

60-Day CGT Property Return

Report and pay CGT on UK residential property within 60 days of completion. Done via HMRC's online property reporting service. Separate to annual self-assessment.

Cryptoassets — HMRC Tax Guidance

HMRC's guidance on the tax treatment of cryptoassets. Gains on disposal are subject to CGT; income from mining or staking is subject to income tax. Reporting via self-assessment.

Report and Pay Inheritance Tax

HMRC's guidance on the IHT reporting process, payment deadlines (6 months after month of death) and the direct payment scheme for funds held in the deceased's bank account.

Employment-Related Securities — Annual Return

Employers operating share schemes (including EMI) must submit an annual ERS return to HMRC by 6 July following each tax year. Failure to file carries automatic penalties.

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