Change description : 2025-03-31 09:00:00: A new section ‘If you need to change your claim’ has been added to tell users what to do if they need to change or remove their claim. [Guidance and regulation]
If you complete a Self Assessment tax return, you must claim through your tax return (for the current tax year and any previous years). Use this service if you are claiming tax relief through your tax code for just the current tax year.
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What you’ll need
To claim tax relief on your personal and workplace pension payments, you’ll need to know:
your National Insurance number
the type of pension
the name of the pension provider
the net amount of pension contributions for each tax year you’re claiming for
your payroll number or reference number
You’ll need to upload or send proof from your pension provider of payments made for each tax year you’re claiming for, where any of the following apply:
they’re more than £10,001
you paid a lump sum
you are a basic rate taxpayer and no tax relief has been claimed at source
How to claim
Claim online
You’ll need to sign in with your Government Gateway user ID and password (if you do not have a user ID, you can create one when you first try to sign in).
You’ll need to include all the information from the ‘what you’ll need’ section in your letter.
After you’ve claimed
We will review your claim and contact you within 28 working days.
If you need to change your claim
You can make a change to your claim after you submit it, for example because you need to add another pension. If you do this you will need to provide details for all the pensions you added previously, including any new ones. This will replace your previous claim for the selected tax year only.
If you need to make changes to multiple tax years, you’ll need to do this separately for each tax year affected.
You can also remove pension details for a selected tax year but this will cancel your claim for that year.
Online claims
You’ll need to use the same Government Gateway user ID and password that you used to make your initial claim.
You can make changes to the information you submitted. You should do this as soon as possible by signing into the service and selecting the relevant option to make changes.
Claims by post
You must send us a letter with all the details you want to add or remove from your claim, for each tax year affected.
The 'Who can claim' section has been updated to include eligible basic rate taxpayers and the 'What you'll need' section tells users when they must send or upload evidence.