Self Assessment tax returns
Returns for someone who has died
You must complete a Self Assessment tax return for someone who’s died if HM Revenue and Customs (HMRC) has asked you to and sent you a form.
If you have not already told HMRC about a death you must do this as soon as possible. Use the Tell Us Once service to let HMRC and other government organisations know about the death.
Filling in the return
You’ll usually need details of the deceased’s bank and savings accounts, for example:
- bank statements
- building society pass books
- dividend vouchers
- National Savings bonds or certificates
If the deceased was employed or receiving a pension you’ll usually need:
- work or pension payslips
- details of any expenses paid by the employer
- confirmation of any State Pension
You’ll also need details of any other income they had, for example if they rented out property or ran their own business.
Contact HMRC’s Bereavement helpline if you need help completing a return for someone who has died or if you cannot find their records.
Sending the return
Send the completed Self Assessment form by post.
The return must reach HMRC by the date given in the letter you received with the form.
You can hire a professional (such as an accountant) to help you submit a tax return on behalf of the deceased.
If you’re dealing with the estate of someone who’s died
If you’re a personal representative (an executor or administrator) of an estate you may also need to both:
- register with HMRC
- send a separate tax return on behalf of the estate
Find out more about dealing with an estate.