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View Self Assessment Account API

REST
1.0 - controlled beta
17 February 2026
Sandbox base URL https://test-api.service.hmrc.gov.uk
Production base URL https://api.service.hmrc.gov.uk

Overview

View Self Assessment Account exists to reduce misallocated payments. It provides information associated with a taxpayer's Self Assessment account for up to a maximum of 6+1 tax years in the past.

This read-only API allows developers to retrieve the following information:

  • refunds
  • payments
  • penalties
  • current position

The View Self Assessment Account API Service Guide contains further information on integrating with this API.

Errors

We use standard HTTP status codes to show whether an API request succeeded or not. They are usually in the range:

  • 200 to 299 if it succeeded, including code 202 if it was accepted by an API that needs to wait for further action
  • 400 to 499 if it failed because of a client error by your application
  • 500 to 599 if it failed because of an error on our server

Errors specific to each API are shown in the Endpoints section, under Response. See our reference guide for more on errors.

Testing

API testing is performed in the HMRC developer hub “sandbox” environment. Once you’ve registered for an account you can conduct your own testing. The View Self Assessment Account API belongs to the “Self Assessment” category.

Work through the instructions on the getting started page to create an application, then locate and subscribe to the following APIs:

  • Create Test User
  • View Self Assessment Account

Before sending a GET request to the View Self Assessment Account API:

  • Create a test user with a View Self Assessment Account subscription.
  • Create a bearer token for the test user.

A GET request can then be sent using:

  • A (required) UTR. The UTR can be obtained when creating a test user via the “saUtr” value in a successful response.
  • An (optional) fromDate. The fromDate has the form YYYY-MM-DD. Omitting the fromDate will use the default time period of the current and previous tax years.

Versioning

When an API changes in a way that is backwards-incompatible, we increase the version number of the API. See our reference guide for more on versioning.



Endpoints

Version Environments Endpoints
Version 1.0 - beta
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Sandbox Sign in to request access