Making tax easier through smarter use of third party data

1. Introduction

Thank you for contributing to this survey, we really appreciate your help.

The Office of Tax Simplification is seeking your views as a taxpayer about how the tax information held for you by third parties, such as bank interest and pension contributions, is reported to HMRC, and if smarter direct reporting to HMRC of this kind of data might make things easier for you.

In particular we are interested in your views about the potential benefits of smarter reporting. These could include HMRC helping you to get your tax right, by pre populating returns, making information visible in your personal tax accounts, checking tax codes and making sure claims for reliefs are not missed, such as higher rate relief on pension contributions.

This review is focused on personal tax data, potentially including:
  • Bank and building society interest (building on the information already available)
  • Dividends from UK companies and distributions from authorised unit trusts
  • Distributions from UK and overseas open-ended investment companies
  • Pension contributions
  • Gift aid payments to charities
  • Data from investment and wealth managers including information about chargeable gains, excess reportable income, interest, dividends and equalisation payments
  • Insurance bond chargeable events
When completing the survey please do not enter any personal identifying information such as your national insurance number or unique taxpayer reference. For more information on the review please see the published scoping document and if you would like to make a more detailed written response then please see our call for evidence or write to us at

Thank you for your help, your answers will make a valuable contribution to this review.

All information collected will be treated in the strictest confidence. We will store your responses securely and all responses will be deleted once our report is finalised. Your answers are anonymous and confidential, your responses will not be shared with HMRC and will not affect your tax affairs or dealings with HMRC in any way. 
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