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Setting up and using a Business Tax Dashboard

HM Revenue and Customs (HMRC) Business Tax Dashboard is an online service aimed at smaller businesses. You must have enrolled to use either HMRC's Corporation Tax or Self Assessment online service before you can set up a dashboard. You can use your dashboard to see the tax position for your business across different business taxes. It brings together information from your HMRC online services.

On this page:

What is a Business Tax Dashboard?

If you run a business, HMRC's Business Tax Dashboard will give you an overall picture of your tax position including payments you have made and amounts you still owe. You will be able to see either Corporation Tax or Self Assessment information, depending on the type of business you have. You can also view information on VAT and PAYE for employers, if you have set up your business for these online services.

You can see the overall position for each tax as well as more detailed information, such as any:

  • tax you owe
  • repayments HMRC owes to you
  • payments you have made
  • interest on any late payments
  • penalties you have incurred
  • direct debit payment plans

You can also use this online service to make changes to some business contact details, including your address, telephone number and email address.

What periods does the dashboard cover?

You can use the dashboard to view information as follows.

  • Corporation Tax – information for accounting periods from 1 October 1993 onwards
  • Self Assessment – information for the tax year 1996-97 onwards
  • PAYE for employers - information for the tax year 2010-11 onwards
  • VAT - information for the current date and previous 15 months

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Who can use a Business Tax Dashboard

Any business can use a Business Tax Dashboard but you will need to have enrolled for HMRC Online Services before you can set one up. You do this through the HMRC website. You have to be enrolled under the same account (User ID) for each tax you want to include in your dashboard.

If you have enrolled for Corporation Tax and Self Assessment under the same account you will only be able to see your Corporation Tax position on the dashboard. You can still view your Self Assessment tax position separately from the 'At a glance’ page within the Self Assessment online service.

A dashboard may not be appropriate for your business if:

  • You prefer to manage your liabilities for each tax separately
  • Your business is part of a group of companies. Business Tax Dashboard is for small businesses and lets you see the tax position for one company only.

If you don't use a Business Tax Dashboard you can still see the position separately for each tax using the relevant HMRC online service.

The option to set up and use a dashboard isn't currently available to agents. Agents can still view their client’s tax position for Corporation Tax and Self Assessment using the relevant online service. HMRC are looking to provide an agent dashboard, and access to view their client’s PAYE for employers and VAT tax position, at a later date.

Giving access to others

When you set up a Business Tax Dashboard you are the administrator for that service. If you want other people in your business to use the dashboard you need to give them administrator access. This gives them the same level of access as you to the account. You can set up administrators by visiting the Government Gateway website, selecting the 'Manage Administrators' link and following the on-screen instructions.

Log in to your Government Gateway account

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Setting up a Business Tax Dashboard

If you've already got a User ID for HMRC Online Services

You can set up a Business Tax Dashboard from the 'Your HMRC services' page. To do this you need to log in with your User ID and password then follow the on-screen instructions to add a Business Tax Dashboard.

If you've got more than one User ID for HMRC Online Services

You can only set up a Business Tax Dashboard from a login (User ID) that gives access to a Corporation Tax or Self Assessment online service.To get the full benefit of a dashboard you need to have your business related taxes enrolled under the same User ID. If you have set up different User IDs for each HMRC online service you can move the relevant online services to one account.

You need to consider the following important points before you decide to move your online services

  • You can only set up a Business Tax Dashboard from a login (User ID) that contains a Corporation Tax or Self Assessment online service.
  • A dashboard can only contain up to three taxes, for example Corporation Tax or Self Assessment, PAYE for Employers and VAT. You may still need to have more than one Government Gateway online account (User ID), for example: if your business has more than one PAYE scheme.
  • Make sure you finish and send any returns you've part completed before you move a service as your data may be lost.
  • Depending on the services you are moving you may need to wait for an activation code to arrive in the post which could take up to seven days. If you are close to a deadline you should complete and send your return before you move your services.
  • If you have set up other users for the services you are moving you need to set them up again once you have enrolled for the service under the new account.

To move a service you:

  • First log in with the User ID for a service you want to move, remove (de-enrol) the service, log out
  • Then log in again, this time with the User ID and password you want to use as your main account.
  • Follow the on-screen instructions to guide you through the enrolment process. Select the services you want to add.

If the service you've added needs to be activated before you can use it HMRC will send you a new activation code.

If you're not signed up for HMRC Online Services

If you're not already set up for HMRC Online Services you will need to do that first by signing up for a Government Gateway account. Once you have enrolled for HMRC Online Services you'll be able to set up a Business Tax Dashboard.

Sign up for a Government Gateway account. Follow this link to set up your account and enrol for the service

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More useful links

Frequently Asked Questions

Report changes to your business

Paying HMRC

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