A clearer answer to your tax letter

Does your savings tax add up?

Check the letter against your statements. See what you owe, what changed, and what to say to HMRC.

No account needed. Have your letter and annual interest statements handy.

Try an example

1Your letter

Letter typeLetter dateTax yearTotal tax (£)Tax already paid, as shown on the letterAmount you owe (£)

For a P800 refund, enter a negative amount. Leave an unknown figure blank.

Earlier payments and letter interest total

Paid against an earlier letter (£)Total savings interest on letter (£) — optional

2Income

Include your State Pension, other pensions, job and taxable benefits. If your figure is blank, we use HMRC's figure.

Enter the P60 tax figure on the income row.

Up to 8 income rows.

3Savings accounts

Enter the full interest on each statement. We split joint accounts and leave out tax-free ISA interest.

Up to 15 accounts. Leave HMRC's figure blank if an account is missing.

Dividends and other allowances (optional)

HMRC's dividends (£)Your dividends (£)Marriage AllowanceGift Aid paid (£)Pension contributions paid (£) — relief at source Blind person's allowance Scottish taxpayer

Use general labels, not names or account numbers. Checking creates a report link stored for 400 days. Anyone with that link can see the figures.