What do I
need to do?

Click on the moons on the right to read more about what action you need to take and when to take it.

Now and ongoing
From 5 April
By 31 January

Here's what you should be doing now:

  1. Complete the 64-8 'Authorising your Agent' form. This enables us to act as your agent and deal with the UK tax authorities on your behalf.
  2. Complete the SA1 ‘registering for Self Assessment’ form if you do not have a Unique Taxpayer Reference (UTR).

  3. Complete the P85 ‘Leaving the UK’ form. This informs the UK tax authorities that you are departing the UK, so that they can update your tax code accordingly.

    Click to download a blank copy of the 64-8 and P85 forms, and click here to fill out and then print a copy of the SA1 form.

    For guidance on filling out the forms click on the following links; 64-8, SA1 and P85.

    Once completed, return the original signed copy by post to the following address (the UK tax authorities will not accept scanned copies):

    Deloitte LLP, FAO: UK Meeting Support GES, 1 New Street Square, London, EC4A 3HQ

    If sending the form by courier and they need an individual contact, please mark this for the attention of Luke Cutlan.

  4. Review the FAQ section for any further points relevant to you.

Complete your GA Calendar

It's important to keep your Deloitte Calendar up-to-date at all times. This is used by the Deloitte team in the UK and in any other countries in which Deloitte is supporting with your compliance requirements.

The Calendar should confirm which country you're in and where you working each day.

The Calendar can be completed in the GA Portal or you can use the Global Advantage App on your phone where available.

Click here to view how to complete your GA calendar.

Keeping your Calendar up to date ensures we correctly assess your UK tax residence position and can determine the taxable portion of your pay that needs to be reported in the UK. You should continue to use the Calendar until 5 April (the end of the tax year) after your assignment ends to ensure all the required information is in one place before your UK tax return is completed.

Retain all relevant records

It's important to retain all relevant records for the period you're working outside of the UK. These include:

  • Travel - boarding cards, booking receipts, confirmation emails
  • Overseas work - meeting agendas, itineraries, screenshots of emails sent for days spent working in and outside the UK
  • Investments - statements or certificates relating to any UK investment income for the tax year

These records may be required for accurate completion of your UK tax return and will be needed if HMRC decide to audit your tax return.

These records should be retained for at least 12 months after the date your UK tax return is filed.

From 5 April

We will be supporting you with the preparation of your UK tax return.

Following the end of the tax year in April, we will contact you to ask you to complete your 'About Me' tool. This is an online questionnaire which, when filled out, should give us all the information we need to complete your tax return.

The questionnaire can be accessed via the GA Portal. Click here for an overview of the 'About Me' and how to complete it.

The sooner you can submit your information, the sooner we can make a start on your tax return. We'll let you know once it is complete so you can review and approve it via the GA Portal.

By 31 January

The deadline each year for submitting tax returns online to HMRC is 31 January after the end of the tax year.

There are penalties for late filing of your tax return so it's very important you remember this date.

Of course, it is in your and your employer’s interests to have your return completed and any final balance calculated as soon as possible. We will therefore work with you to have your return filed well before 31 January.