Verifying Your Identity and Address
Completing your KYC (Know Your Customer) and ID verification in the Pie Tax App is a vital step in ensuring the security and accuracy of your self-assessment submissions. By verifying your identity and address, you help protect against identity fraud and ensure that your financial documents are securely processed before submission to HMRC.
The process requires you to provide key information such as your full name, date of birth, and complete address, along with essential documents like proof of identity, proof of address, and a selfie for confirmation. Follow our straightforward guide to complete your verification and keep your tax affairs secure.
Your Step-by-Step Guide
Ensuring your identity is verified within the Pie Tax App is essential for securing your self-assessment submissions and preventing identity fraud. Follow these steps to complete your KYC (Know Your Customer) and ID verification:
Launch the Pie Tax App on your device. Once the app is open, tap the avatar icon located in the top left corner of the screen to access your profile.Open the App and Access Your Profile
Once you're in your profile, tap on ‘Profile Info’ to view and manage your personal information.Navigate to Profile Info
In the Profile Info section, find and tap on ‘ID Verification’. You’ll see an option to ‘Complete’ the verification process—tap on this to proceed.Start ID Verification
For proof of identity, tap ‘+Add Photo’ under the Driver’s Licence/Passport section. You can use documents such as a passport, driver’s licence, resident permit, citizen card, electoral ID of Northern Ireland, or CIS registration card. Ensure that the document is not expired before uploading.Upload Proof of Identity
Next, you’ll need to upload a clear selfie. Tap ‘+Add Photo’ under the Photo/Selfie section. Make sure you’re in a well-lit area for a sharp and clear image.Upload a Selfie
Finally, provide proof of address by tapping ‘+Add Photo’. Acceptable documents include recent bank statements, utility bills (excluding mobile phone bills), HMRC or government documents, UK driving licence (if not used for ID), council tax bill, electoral register entry, or NHS letter. Ensure the document is dated within the last three months.Upload Proof of Address
Once all required documents have been uploaded, tap ‘Save’. Your information will appear as ‘Pending’ in the Profile Info section.Save and Submit
The Pie Tax ID verification team will review your documents. Once verified, your status will be updated to ‘Complete,’ and you’ll be ready to proceed with your tax submissions securely.Wait for Confirmation
Troubleshooting Common Issues
Sometimes, issues can arise during the process. Here are some common problems and solutions:
Ensure your ID is valid and not expired before uploading it for verification.Check ID Expiry Date
Make sure your proof of address was issued within the last three months to avoid rejection.Verify Address Document Date
Take your selfie in a well-lit environment to ensure your photo is clear.Use a Well-Lit Area for Selfie
Frequently Asked Questions
Why is KYC and ID verification required in the Pie Tax App?
KYC and ID verification are essential to prevent identity fraud and ensure your self-assessment submissions are secure and accurate.
What documents are needed for ID verification in the Pie Tax App?
You will need to provide a valid proof of identity (e.g., passport, driver’s licence), a proof of address issued within the last three months, and a selfie.
Can I use an expired ID for verification?
No, the ID you upload must be valid and not expired to complete the verification process successfully.
How do I upload my documents in the Pie Tax App?
Go to your profile, tap on ‘Profile Info’, then ‘ID Verification’. Follow the prompts to upload your proof of identity, proof of address, and selfie.
What happens after I submit my documents for verification?
Your documents will be reviewed by the Pie Tax ID verification team. Once verified, your status will be updated to ‘Complete’, allowing you to proceed with your tax submissions.
