If you have a personal tax account, you might find the information you need in your account.

BeforeFind makinginformation ain subjectyour accesspersonal requesttax account

BeforeYou makingcan asign subjectin accessto request,your checkpersonal iftax theaccount to check your personal information youfor needthe islast already5 availableyears towithout you.making a SAR.

Information for the current year

YouYou’ll canbe accessable to check your:

• employment history including information about earnings — including time in employment, your PAYE reference, the pay and tax details for each of your employment 
• tax code and the amount of tax paid — the tax code will include a lotlist of any allowances, employment expenses, for example mileage allowance and company benefits, for example company car 
• estimated pay 
• income allowances and benefit deductions, for example Marriage Allowance and income savings 
• current income sources and add new income, for example dividends, tips, investment income 
• State Pension forecast up to 4 months 8 days before your retirement to let you know the informationamount weyou’ll holdreceive 
• private aboutpension — including date when you withoutstarted makingto areceive subjectyour accesspension, request.your ThisPAYE includesreference, informationthe pay and tax details for each of your pensions 
• National Insurance contributions — your deductions up to the start of the current tax year and any National Insurance credits you’ve received 
• tax credits, to view details of your claim, when your next 8 payments are due to be paid and the amount, details of employment, child details and childcare providers (if you have any)  
• Child Benefit — information about your claim including the start and end dates, child details and the date and amounts you received from HMRC for the last 5 years.payments Thisand canthe next payment due 
• Self Assessment — date you filed your return and made a payment 

Information from the previous 5 years 

You’ll be foundable in:to check your: 

• previous employment history including information about earnings — including time in employment, your personalPAYE reference, the pay and tax accountdetails for each of your employment 
• Self Assessment — date you filed your return and made a payment, also you can print a copy of your submitted return for each year

Other information

You can also find information about: 

• National Insurance contributions, for all years you have paid them, including what you’ve paid and any National Insurance credits you’ve received
• Simple Assessment — date you made a payment to us in the HMRCcurrent app and previous year

Sign in to or set up your personal tax account to access your personal information.

Access information as an agent or solicitor

solicitor 

Agents and solicitors can access their client’s personal information from the last 5 years using the Income Record Viewer if the client has given authorisation.authorisation. 

Find out how to: to:

• get authorised to act as a tax agent on behalf of your clients 
• get access to the Income Record Viewer 
• sign in to your agent services account

MakingAsk someone else to help

You can let us know you give someone permission (for example a subjectsolicitor, accesstax agent or a trusted person) to receive personal information you request from us.

You’ll need to give us authorisation by:

• completing and printing out the HMRC consent form
• writing a letter, letting us know the information we can send them

For more details on what to include in your letter, read section ‘what you’ll need to apply’.

You shouldmust onlysend makethe completed HMRC consent form with your letter to:

Make a subjectSAR accessto HMRC

You should only request a SAR for information that is not included in the personal tax account,account the HMRC app or the Income Record Viewer. Viewer.

There is usually no fee to pay to access your personal information. However, we’re lawfully allowed to charge a reasonable fee if your request for access is unfounded or excessiveexcessive. we’reIn lawfullythese allowedcircumstances, to:

• chargewe acan reasonable fee
• refuse your request

request. 

You can read more about when your request might be considered unfounded and excessive on the Information Commissioner’s Office website — when we can refuse a request. website.

What you’ll needneed to to apply 

apply

You’ll need to give as much detail as you can about the: about:

• what information you needneed 
• the years you need the information forfor 
• the reason for the request (to help us allocate your request to the right team)request 

You’ll also need to prove who you are. You must let us know your: your:

• full namename 
• National Insurance numbernumber 
• date of birthbirth 
• current and previous address for the last 5 years years

You’ll need to make sure you include an:an: 

• original signature on your written letter to usus 
• e-signature when completing the online HMRC consent form form

Find out more about what to include in your subject access request on the Information Commissioner’sCommissioners Office website. 

Ask someone else to help 

You can let us know you give someone permission (for example a solicitor, tax agent or a trusted person) to receive personal information you request from us. website.

You’ll

How need to give us authorisation by: 

apply

• completing and printing out the HMRC consent form 
• writing a letter, letting us know the information we can send them

You must send the completed HMRC consent form with your letter to the address shown in the ‘How to apply’ section. 

HowApply to apply online

Apply online or by post

You can complete and submit your Data Protection Subject Access Request form online or print it and send by post.post to: 

Apply by post

You can also send us a letter to ask for information that you could not find in the personal tax account,account HMRC app or Income Record Viewer. Viewer.

For more details on what to include in your letter read section ‘what you’ll need to apply’.

Send your letter to:to: 

Apply by phone or webchat 

webchat

You can contact HMRC to make a subject access request.SAR.

After you’ve applied applied

We should reply within one month of receiving your request. However, we may take 3 months to reply if: if:

• we have received several requests from the same person person
• the request is complex complex

We will send you a letter to let you know ifwe it’smay going to take longer to reply.