Research and analysis

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

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

• From: HM Revenue & Customs
• Published: 5 September 2019

Documents

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

Ref: HMRC Research Report 541

PDF, 434 KB, 15 pages

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Details

This research aimed to understand:

• how useful customers found their Annual Tax Summary and what they used It for
• customers’ attitudes towards the Annual Tax Summary
• customers’ views on the design of the Annual Tax Summary
• whether customers preferred receiving the Annual Tax Summary online or by post

The research comprised 7 in-depth focus groups and 12 face-to-face interviews with people paying tax though Pay As You Earn (PAYE) and/or Self Assessment.

Published 5 September 2019