Research and analysis

Quantitative research to understand recall, engagement and use of the Annual Tax Summary

Research into views on the Annual Tax Summary and how people like to receive it.

From:
HM Revenue & Customs
Published
5 September 2019

Documents

Quantitative research to understand recall, engagement and use of the Annual Tax Summary

Ref: HMRC Research Report 540

PDF, 680 KB, 14 pages

This file may not be suitable for users of assistive technology.

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email [email protected]. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

This research aimed to understand:

  • the proportion of customers who recalled receiving or seeing their Annual Tax Summary, and what they used it for
  • customers’ attitudes towards the Annual Tax Summary
  • whether customers preferred to receive their Annual Tax Summary online or by post

The research comprised a survey of 783 people who had paid tax through Pay As You Earn (PAYE), and had received an Annual Tax Summary by post, and 713 who had paid tax through Self Assessment and had received an Annual Tax Summary online.

Updates to this page

Published 5 September 2019

Sign up for emails or print this page