TaxSimba — Waiting for a UTR Before January? Steps to Take While You Wait
Preparation worksheet

This is an optional offline planning aid, not a tax return or a filing confirmation.
Keep completed notes securely. Do not add passwords or one-time security codes.

PRACTICAL TASK
If the reference still cannot be found For a new application, enter the registration details in HMRC’s reply-time checker . If the expected date has passed, or an existing UTR cannot be retrieved, use Self Assessment enquiries . Keep the enquiry date, acknowledgement and any response with your filing notice. Tell the accountant what remains unresolved. Use your individual Self Assessment UTR. A limited company’s Corporation Tax UTR is a different reference. Resolve the reference problem while preparing the figures rather than delaying both jobs.

Outcome to confirm: ____________________
Evidence or reference: ____________________
Person responsible and next check date: ____________________

1. Registration date and acknowledgement
Notes: ______________________________

2. HMRC notice and stated filing deadline
Notes: ______________________________

3. Tax year and prepared records
Notes: ______________________________

4. Missing-reference follow-up history
Notes: ______________________________

5. Payment deadline and next action owner
Notes: ______________________________

Actions agreed with accountant:
____________________________________

Guide: https://taxsimba.co.uk/blogs/waiting-for-utr-tax-return

Check the current guide and official sources before relying on a deadline or process.