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Self assessment tax payment

If you filled out a self assessment tax return last year, HMRC will need to have received your tax bill by midnight on 31 January 2023. To be confident your payment has been received successfully, we recommend paying your bill a few days ahead of this deadline.

If you need a tax certificate, you can ask our virtual assistant, Dot, to order this for you.

In our App, go to the ‘?’ button at the bottom of the screen and from there, choose the ‘send us a message’ option.

In Online Banking, you’ll need to log on with a Digital Secure Key, and then just select ‘Secure messages’ and ‘Create new’ in the left hand menu.

If you need to pay your bill, don’t worry, you can do this in our App or Online Banking. It’s quick and easy to set up your payment.

Follow our simple 6-step guide below, so you can be sure any tax you owe for last year is paid before the deadline.

We recommend you send your payment before these dates

· for App payments up to £30,000 or Online Banking payments up to £49,999 no later than 5pm on Friday 27 January.

· any payments over these amounts – please call us on 03 456 100 100 no later than 5pm on Thursday 26 January.

  • 6 steps to make your self assessment payment

    1. Log on to our App or Online Banking using your secure key (please note - for new App payments you need a Digital Secure Key)

    2. Select ‘Move Money’

    3. If you’ve made a self assessment payment in the last 12 months, your details should be saved in your list of payees. You might find you need to authorise the payment with your secure key, even if you did make your payment last year.

    If you haven’t paid this way before, select the ‘Move Money’ menu option and select the account you want to pay from.

    Next select ‘New large business’ and the ‘Search’ option on an iOS device, or the ‘Company’ option on an Android device.

    Type ‘HMRC’ into the search bar and scroll down the list of HMRC payee details until you find either ‘HMRC SELF ASSESSMENT CUMBERNAULD’ or ‘HMRC SELF ASSESSMENT SHIPLEY’

    4. To find out which self assessment option you need, have a look at the account number on your bill;

    • if it's 12001020, select 'HMRC SELF ASSESSMENT SHIPLEY'
    • if it's 12001039 - or if you're unsure or don't have a bill - select 'HMRC SELF ASSESSMENT CUMBERNAULD'

    5. Ensure you use your 11 character reference when you pay (this is your 10 digit unique taxpayer reference followed by the letter ‘K’). Your unique taxpayer reference isn’t your National Insurance Number, it’s the number issued to you by HMRC when you registered for self assessment. It can be found on your tax return (SA100) or your Statement of Account (SA316).

    6. Confirm the payment and follow the instructions to verify it – all sorted.

    1. Log on to our App or Online Banking using your secure key (please note - for new App payments you need a Digital Secure Key)

    2. Select ‘Move Money’

    3. If you’ve made a self assessment payment in the last 12 months, your details should be saved in your list of payees. You might find you need to authorise the payment with your secure key, even if you did make your payment last year.

    If you haven’t paid this way before, select the ‘Move Money’ menu option and select the account you want to pay from.

    Next select ‘New large business’ and the ‘Search’ option on an iOS device, or the ‘Company’ option on an Android device.

    Type ‘HMRC’ into the search bar and scroll down the list of HMRC payee details until you find either ‘HMRC SELF ASSESSMENT CUMBERNAULD’ or ‘HMRC SELF ASSESSMENT SHIPLEY’

    4. To find out which self assessment option you need, have a look at the account number on your bill;

    • if it's 12001020, select 'HMRC SELF ASSESSMENT SHIPLEY'
    • if it's 12001039 - or if you're unsure or don't have a bill - select 'HMRC SELF ASSESSMENT CUMBERNAULD'

    5. Ensure you use your 11 character reference when you pay (this is your 10 digit unique taxpayer reference followed by the letter ‘K’). Your unique taxpayer reference isn’t your National Insurance Number, it’s the number issued to you by HMRC when you registered for self assessment. It can be found on your tax return (SA100) or your Statement of Account (SA316).

    6. Confirm the payment and follow the instructions to verify it – all sorted.

Please don’t forget, it’s really important your payment to HMRC arrives on time, first direct can’t accept responsibility for any payments that are missed. 

Send your self assessment payment now