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Do you need to file an IR3 return or receive a personal tax summary for 2014?

About this calculator

For tax years 2014 onwards the "Do you need to file an IR3 return" and "Receive a personal tax summary" calculators have been discontinued. If you've previously used these calculator to work out whether your client is required to file an IR3 tax return or request a personal tax summary please see our "Required to file" page for useful information.

Use of this tool does not result in data being submitted to us.

When to use this calculator

As the calculator is no longer available, your client could use their myIR Secure Online Services to work out if they're required to file a return for tax years 2014 onwards.

What you will need

You'll need to know your clients income details for tax years 2013 and 2014 to determine whether an IR3 or PTS is required for 2014.

After you finish

Depending on the outcome you may need to file an IR3 or request a PTS on your client's behalf.

No information you provide while using the calculator is recorded, saved or in any way referenced by Inland Revenue. The calculator is stored on a secure part of our website to prevent unauthorised interception. If you are unable to access the calculator, you may need to update your browser and/or firewall settings.