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1. How do I see a historical list of all my old tax forms?

Tax forms history2:25

"How do I see a historical list of all my old tax forms?"

The "Tax forms history" shows you a list of all the tax forms that've ever been prepared in your name.

To see all your old tax forms in a list:

  1. First, open yourself on: MenuMe
  2. Then tap: TaxTax forms history
  3. You'll now see a list of all your old tax forms, including what the form was, when it was prepared, and by who.
  4. Next, to see a single tax form, tap the blue "See event" button: (at the start of the row)
  5. Now that the tax form's opened, if you tap the blue "more" link, you can see more details. Including which email the tax form was originally sent to.
  6. And you can tap the "PDF" button to re-download a copy of your original tax form.
  7. By default, you'll see a cover page, which has some notes you may find useful.
  8. If you don't want the cover page, tap the blue switch to turn it off:
  9. And you'll now see the cover page disappear.
  10. The cover page now remembers to also stay off all your other tax forms, from now on, until you turn it back on.
  11. Examples of tax forms that you may see in the list include.
  12. P45: Details of an employee leaving work.
  13. P60: End of year certificate.
  14. CIS-PDS: The construction industry scheme payments and deduction statement.
  15. SMP: Statutory maternity pay.
  16. And finally, as you remain employed for longer, your list of tax forms also gets longer.

Keep in mind that:

  • Any person can get to their own: "Tax forms history"
  • There's no special permissions required to see your own tax forms.
  • Also, even if a person's been deleted, you can always re-download their tax forms, even years later.
  • You don't need to undelete the person to download their tax forms.

To learn more:

And that's it! That's everything you need to know about seeing a historical list of all your old tax forms!

Updated: Sat, Feb 24, 2024.

© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.
www.1st.money/help/Payroll/Tax_forms/1._How_do_I_see_a_historical_list_of_all_my_old_tax_forms