How to Claim the Self-Employment Grant?

Self Employment Grant

UPDATED: 13th May 2020 – The self-employment grant is now available to be claimed. To make the claim click on the following link HMRC Self-employment grant claim and follow the instructions.

HMRC Self-employment Grant Step by Step Video

HMRC have released this youtube video explaining the claims process in detail Self-employment grant claim video.

TIP: The information below contains details on what you should do prior to making the claim. Although it was written a few days ago, we recommend that you read it first before clicking on the HMRC link above.

The self-employment grant is available to claim from 13th May 2020. Here are the 3 steps that you should complete now.

To assist with completing the 3 steps, we have created a list of frequently asked questions. These are situated at the bottom of this blog.

Time needed: 20 minutes.

How to claim the Self-employment grant from HMRC.

  1. Check your Eligibility to the Self-employment Grant


    Last week HMRC released an eligibility tool, which allows self-employed individuals to check their eligibility to the grant.

    All you need is your Unique Tax Reference and your National Insurance Number. It doesn’t ask for any other information at this stage and it does not provide information on the self-employment grant amount.

    HMRC have released this video showing the above in more detail.

    IMPORTANT: The eligibility checker is based on the current information held by HMRC. As a result there may be reasons not known to HMRC why you don’t satisfy all conditions of the scheme. These can include ceasing trade and not having lost profits due to coronavirus.

    The image below shows an example of the self-employment grant eligibility tool. At the top it states that this individual is eligible. It also states a time and date when the claim can be made. Clicking continue will move on to Step 2 – The Government Gateway.

    Self employment grant eligible checker

  2. Create a Government Gateway ID


    Taxpayers who already have a Government Gateway do not need to complete this step. However we do recommend that you try to log in to your account just to ensure that there are no problems. Especially if it hasn’t been logged into for a while.

    If you don’t have a Government Gateway account you will need to create one to claim the self-employment grant.

    IMPORTANT – Only apply for a Government Gateway ID through the eligibility tool used in Step 1. This ensures that the correct type of ID is being created.

    To set up a Government Gateway ID, you will need to verify your identity. This is typically completed using the information on either your passport or driving licence (Photocard version only). If you don’t have either you will need an alternative piece of information such as a mobile phone contract.

    The image below is the continuation from Step 1. It shows the 2 options of logging into the Government Gateway or create one now. Ensure that you keep a record of your Government Gateway and password in a safe place.

    Self employment grant government gateway

  3. Self-Employment Grant Claim Preparation


    Prepare the information required to complete your self-employment grant claim. The following will be necessary:

    (A) The date and time in which you can make the claim. This was shown in Step 1.

    (B) Your Government Gateway ID and password as completed in Step 2.

    (C) The bank account details that you want the grant to be paid into including sort code and account number.

    IMPORTANT: When making the claim you will not be required to complete any calculations. The grant is calculated by HMRC. We do however suggest that you have a rough idea of your claim. To do this you can use our Self-Employment Grant Calculator.

Frequently Asked Questions of the Self-Employment Grant Claim

What is my Unique Tax Reference?


Your Unique Tax Reference (UTR) is 10 digits long and consists solely of numbers. An example would be 1234567890 and is often written in blocks of five – 12345 67890.

You can find your UTR on most tax documents that you receive from HMRC, including the front page of your tax return.

What is my National Insurance Number?


Your National Insurance Number is 9 digits long and consists of both numbers and letters. An example would be AA 12 34 56 A.

You can find your National Insurance Number on the front of your tax return. It should also be on any payslips.

Not eligible for the self-employment grant?


Unfortunately there are many self-employed individuals that do not qualify for the grant. However, there have also been many publicised cases in which the eligibility tool checker was incorrect.

If you aren’t sure whether you qualify we recommend that you try our calculator or alternatively contact your accountant.

Why is my claim date later than other self-employed individuals?


The self-employment grant claim dates have been staggered from 13th May to the 18th May. HMRC have done this so the portal doesn’t crash with tens of thousands of grant claims being made at the same time.

When will I receive the self-employment grant?


HMRC expect to commence making the payments from 25th May 2020 or within 6 days of the application, whichever is later.

I have an accountant, can they claim the self-employment grant on my behalf?


Unfortunately not. HMRC have confirmed that accountants and agents can assist their clients but the claim must be made by the self-employed individual.

The claim must be made through a Self-Employed Government Gateway ID. Agents and accountants have no access to this portal. Any claim made by an accountant on behalf of their client could be flagged up through HMRC fraud checks. This would only delay the payment of the self-employment grant.

Alternative ways of claiming the self-employment grant?


Currently HMRC have only released information on making the claim through the Government Gateway. We understand that alternatives will be available for the digitally excluded.

We expect phone and post will be possible but with no details currently available this may be several weeks away.

For further information on the Self-Employment Grant see the HMRC guidance.

DISCLAIMER – Please note that the content contained in this article is for general information only and is not a substitute for professional advice – read our full disclaimer

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