Applying for a UTR number

Filing tax returns is one of the simplest, yet most crucial obligations which if neglected or improperly done, can land one into some financial hot water with Her Majesty’s Revenue and Customs (HMRC) department. Nevertheless, since the HMRC has no stomach for letting its subjects slip into tax-related penalties, they have made available an online account where you can register and successfully fulfill your tax obligations. 

What is a UTR number?

A Unique Taxpayer Reference  (UTR) number is a ten-digit unique identifier code of a self-assessing taxpayer (individual or business entity) issued by HMRC to aid in tracking the self-assessing taxpayer’s tax records.  

Who needs a UTR number? 

If you are self-employed, own a limited company, or have an income from rental property; you are classified as a self-assessment type of taxpayer. Hence,  you are required to hold a UTR number to perform a self-assessment tax return.

What information do I need to apply for a UTR number? 

To successfully apply for a UTR Number, you will need to provide the following details: 

1. Basic details including your name, date of birth, and a contact address
2. A contact phone number
3. A contact email address
4. Your National Insurance Number
5. Your basic business details including business type, business address, and business telephone number
6. The date you launched your business or started self-employment

How to apply for a UTR number 

There are three ways of applying for a UTR number. The first one entails making an online application. The second option is making an application on the phone by directly calling the HMRC and providing answers for the questions they will ask.  Thirdly, you can make an application via post by writing to HMRC requesting a UTR. 

How to apply for a UTR number online

The online UTR number application process can be summarized into a few steps, which include:

1. Set up an HMRC online account

To set your HMRC online account, visit the HMRC website’s registration section, where you will be required to provide a valid email address to complete your application. You will be emailed a code needed to confirm your email address. After which you can proceed to complete the other details required to finalize the setting up process.  

At the end of the process, you are provided a Government Gateway User ID number, that you should safely note as it will be used in getting your UTR number. 

2. Register for self-assessment tax returns on the HMRC online account

Once you have your HMRC account set up, you will need to register for self-assessment, where you will be automatically assigned a UTR number. Remember to have the details mentioned above to register for the self-assessment tax returns online successfully. 

Can I apply for a new UTR number when I have lost my UTR number? 

Finally, if you have already been issued with a UTR number but lost it, you do not need to apply for a new one. Instead, you call HMRC’s helpline and ask for their help in retrieving the number. Note that for them to help you find your UTR number, you must have the details used to register for the UTR number at hand.