Policy paper

Exemplar 16: Digital Self Assessment

Published 1 June 2013

This was published under the 2010 to 2015 Conservative and Liberal Democrat coalition government

The digital Self Assessment exemplar service aimed to make Self Assessment fully digital for 10 million people.

Department responsible

Department Permanent Secretary Digital leader
HM Revenue and Customs Lin Homer Mark Dearnley

Status

Recently passed its Digital by Default Standard Assessment. This service is being built alongside exemplar 15: PAYE for employees and exemplar 17: Your tax account.

Watch a short demo about opting into Self Assessment email reminders, filmed January 2014.

Demo: Exemplar 16 - Digital self-assessment

Watch an update about the beta, filmed December 2013.

Exemplar 16: Digital self-assessment - Update

Watch a description of the exemplar.

Exemplar 16: Digital self-assessment - Background

Successes

Passed live Digital by Default Standard Assessment.

Service released to the public.

Challenges

Adapting current HMRC methods to agile development.

Next

Add user support features to the service.

Add information to the service about liabilities and payments.

Digital strategy statement

From the ‘HM Revenue & Customs digital strategy’, December 2012:

Improving our web-based guidance and digital communications to ensure they are tailored and interactive, including the ability for customers to report changes digitally. Eliminating outbound paper communications for those customers who are already dealing with us online. Expanding the SA offering to those customers who do not currently file online. Extending the current digital service to include increasing the number of payments we make digitally.

Scope of exemplar

The new digital Self Assessment exemplar service will allow users to opt out of receiving paper statements and receive digital alerts instead. Like all the HMRC exemplar services, it will be built on the new digital tax platform. The aim is for this exemplar service to save HMRC £800,000 this year by: - persuading 1.3 million customers to opt into the service - putting an end to 2.5 million letters - reducing the number of phone calls placed by 63,000

Digital inclusion

GDS has mapped the exemplars against the digital inclusion scale to help show where these services may be difficult for some people to use. See the rating for Digital self-assessment

Delivery Status

Discovery

Completed: Discovery - February 2013

Read about the discovery phase.

Alpha

Complete: Tax platform alpha build - March to May 2013.

Read about the alpha phase.

Beta

Completed: Development of private beta - June 2013 to January 2014.

Completed: Private beta release - February 2014.

Completed: Public beta release - June 2014.

Read about the beta phase.

Live

Service passes live Digital by Default Service Standard assessment - March 2015.

Read about the live phase.

Anticipated volume

10m people registered for Self Assessment

See digital Self Assessment on GOV.UK.

For further information about this project please visit our blog or contact us.