Why Would I Need My Old Tax Return?
Missing your tax details from last year? Don't worry you're definitely not alone. Getting hold of your previous tax return can save you loads of time when filling out this year's forms.
It helps you avoid mistakes too, since you can check what you reported last time. Most of us report similar information year after year, so having last year's return handy makes perfect sense.
HMRC keeps your old returns available, and accessing them is easier than you might think.
What Does "Copying Last Year's Tax Return" Actually Mean?
When we talk about copying your last year's tax return, we're simply referring to accessing the information you previously submitted to HMRC. It's like having a template for this year's return you're not actually reusing the entire document.
Instead, you're checking what you reported before to make sure you include all the same income sources. It helps you remember those easily forgotten items like bank interest or small side earnings.
You can view your previous returns and use them as a reference point while completing your current one.
How Do I Get My Previous Tax Returns Online?
The quickest way is through your Government Gateway account - just log in and head to your personal tax account. Look for the "View Your Tax Return" section, which typically stores returns from the past four years.
You can download these as PDFs if you want to keep them on your computer for reference. The HMRC app works too if you prefer using your phone or tablet.
If you're having trouble logging in, try the "Forgot password" option or call HMRC's helpline.
Which Information Is Safe To Copy From Last Year?
Your personal details like your name and National Insurance number won't change. Employment information that hasn't changed is generally safe to refer to.
Regular income sources and their reference numbers typically stay the same year after year. Standing deductions and allowances you claim annually are good to check.
Property details and investment accounts that remain unchanged can be referenced too.
When Should I Be Careful About Copying Old Information?
Be careful if you've changed jobs or employers during the tax year. New income sources or ones that have stopped need special attention.
If you've changed your pension contributions or arrangements, don't just copy last year's figures. Personal circumstances like marriage or having children affect your tax status. One-off expenses or claims from last year might not apply this time around.
What If I Can't Access My Old Tax Return?
You can ring HMRC directly for help accessing your previous returns. If you prefer paper, you can request a printed copy (though it takes 2-3 weeks to arrive).
Your accountant might have copies if you used professional help last year. Bank statements, P60s and other financial records can help you rebuild the information if needed. If you've never used HMRC's online services before, you'll need to register first.
How Can I Use Last Year's Return To Make This Year Easier?
Create a checklist based on your previous return to make sure you gather all the same documents. Compare income figures to spot any sources you might have forgotten about this year.
Use last year's deductions as a reminder of tax relief you might qualify for again. Check for any mistakes in your previous return so you don't repeat them.
I once forgot about a small freelance job until I checked last year's return - it saved me from a potential HMRC enquiry! Setting up a better filing system for your tax documents going forward can make future returns much simpler.
Final Words
Tax returns can be tricky even with last year's information as a guide. If you're feeling overwhelmed, it might be time to try a more user-friendly solution.
Pie is the UK's first personal tax app designed specifically for working individuals. It helps overcome tax burdens with integrated bookkeeping and real-time tax figures. Unlike traditional tax filing, Pie offers simplified tax return processing and timely expert advice when you need it.
Remember that while copying information from last year helps, you're still responsible for making sure everything on your current return is accurate and up-to-date.
Why not make next year easier by trying a solution that stores your information securely and makes the whole process simpler? Check out Pie tax to see how much time you could save.
