Research and analysis

Annual Tax Summaries Evaluation

Research undertaken with Pay As You Earn customers and Self Assessment customers to examine their views and understanding of the tax summaries.


Annual Tax Summaries Evaluation

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The main objective of this research was to examine customers’ views and understanding of the tax summary. The aims were to examine:

  • whether customers found the information provided in the tax summaries useful
  • whether it was clear that the tax summary contained their personal tax information

This report outlines the findings from the survey with 859 Pay As You Earn (PAYE) customers and 457 Self Assessment (SA) customers.

Published 3 November 2015