1. Government gateway id (also called user id)
2. Unique taxpayer reference number (‘UTR’)
3. National insurance number

See the help page for more information.

Your username is an email address – this will have been provided by you through the registration process.

If you’ve forgotten your password, you can reset it here: Reset password

The ‘Open Banking’ system, which is regulated by the Financial Conduct Authority, gives a secure way of connecting a wide range of banks to your account. See here how to connect your bank to the system.

You can import the individual items into our Record keeping area. You can also import bank statements if you don’t use our bank feed feature. Follow these steps to make sure the data is imported correctly.