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UK tax submission guides

Prepare and review UK tax work with clear HMRC authority, evidence and approval checks.

28 task guidesReviewed 1 November 2026

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Start with readiness, then follow setup, preparation, validation, authorisation and evidence. Available controls depend on the installed module, permissions and exact authority capability. These guides do not assert blanket production filing approval.

How to check UK tax readinessTax Centre → System HealthHow to configure taxpayer profiles and HMRC accessHMRC & SettingsHow to set approvals, alerts and customer accessHMRC & Settings → Governance & client accessHow to confirm your identity for a protected actionConfirm your identityHow to prepare and submit a VAT returnVAT → Prepare frozen return → ApprovalsHow to record VAT adjustments and inspect filed returnsVAT → VAT adjustmentsHow to synchronise VAT account information and penaltiesVAT; Payments & Liabilities → VAT penaltiesHow to prepare Income Tax business updatesIncome TaxHow to request HMRC calculations and read Assist feedbackIncome Tax → HMRC tax calculation / HMRC Assist feedbackHow to complete year-end checks and a final declarationIncome Tax → year-end readiness → Annual final declarationHow to prepare a Business Source Adjustable Summary adjustmentBusiness AdjustmentsHow to prepare supplementary Self Assessment dataSelf Assessment DataHow to map Accounting data to tax fieldsTax MappingsHow to preview, validate and commit tax record importsTax Record ImportsHow to validate an official XML document structureXML Structure ValidationHow to manage HMRC agent authorityAgent WorkspaceHow to review, approve and inspect frozen filingsApprovals → ReviewHow to start an official HMRC payment journeyPayments & LiabilitiesHow to monitor portfolio risk and tax deadlinesAccountant Portfolio; ObligationsHow to investigate HMRC messages and export evidenceHMRC Messages; Evidence; Audit TrailHow clients review filings in their Tax CentreCustomer area → Tax CentreHow platform administrators release statutory tax rulesStatutory Tax RulesHow to manage Corporation Tax complianceCorporation Tax; Tax RegimesHow to manage PAYE / RTI compliancePAYE / RTI; Tax RegimesHow to manage CIS complianceCIS; Tax RegimesHow to manage SDLT complianceSDLT; Tax RegimesHow to manage Interest Restriction complianceInterest Restriction; Tax RegimesHow to manage Pillar 2 compliancePillar 2; Tax Regimes