In the upper left side of the screen, this section contains details regarding the Assessee such as:

  • Assessee Name (Only in case of     Sole Trader)    

  • Tax Reference No.    

  • National Insurance No.   

  • Date of Birth    

  • Assessee's Address Details    

  • HMRC Office Name    

  • HMRC Office Number   

  • HMRC Address Details    

  • HMRC Telephone No



You can use the Edit button as highlighted in the above screenshot to amend the Assessee details as highlighted below when you click on the button it will open a pop-up as illustrated below:

  • Owner Name (Only in case of Sole Trader)    

  • Tax Reference No.  (Tax Reference No is Mandatory and cannot be updated after HMRC submission) Address 

  • Registered In (England and Wales / Scotland is Mandatory Option)   

  • Postcode   

  • Date of Birth (The Date of Birth is a mandatory field)   

  • Phone No. 

  • Insurance No. (Insurance No. is a Mandatory Field)  

  • HMRC Office Name (HMRC Office details)