What We Need
Everything we need from you, and exactly where to find it.
Most of it takes about fifteen minutes and lives in two websites you already have logins for. Work down this page, send us what you can, and tell us about anything you cannot find — nobody has ever sent us a perfect set first time.
Start Here
If you only do one thing today.
Download your platform statements for the tax year. Everything else can follow later, but without these we cannot start — and they are the figures HMRC already holds, because platforms report what they pay you.
A tax year is not a calendar year
The 2026/27 tax year runs from 6 April 2026 to 5 April 2027. When you export statements, cover those dates — not January to December. It is the single most common thing we have to send back.
Send it to my inbox instead
Reading this in the car? We will email you the whole thing — every download step and the full checklist — so it is there when you sit down with your laptop.
Step By Step
Getting your statements off each platform.
These paths were checked against each platform’s own help pages. They do move things occasionally — if a menu is not where we say, tell us and we will update this page.
Uber
Two different things live in two different places, and the one most drivers already know about is the less useful of the pair. We want the statements more than the summary, because the statements break the numbers down.
Annual Tax Summary
A one-page overview of your year: gross fares, Uber's service fee, and other charges. Useful as a cross-check, but not detailed enough on its own.
- 1Go to partners.uber.com and sign in with your driver account
- 2Select Tax Summary
- 3Choose the reporting year and download it
Weekly and monthly statements
The detail we actually work from — every week's fares, fees and adjustments, line by line.
- 1Sign in at drivers.uber.com
- 2Select Earnings, then Statements
- 3Choose the month and year you need
- 4Open the week you want and download it as a CSV
- 5Repeat for each month in the tax year, or send us the whole set at once
Monthly tax statement
A monthly summary in the Tax Information section of the Partner Dashboard. Handy if you are catching up mid-year.
- 1Sign in to the Partner Dashboard
- 2Open the Tax Information section
- 3Download the monthly statements for the period you need
Checked against Uber Help — where to find your annual Tax Summary.
Bolt
Everything sits in the Driver Portal, and your monthly invoice is emailed to you anyway — so check your inbox before going hunting.
Invoices
Your monthly invoice: earnings and bonuses paid to you, and the commission Bolt charged.
- 1Sign in at partners.bolt.eu
- 2Open the Invoices tab
- 3Download the months covering the tax year
Reports
The fuller breakdown behind the invoice figures.
- 1Sign in at partners.bolt.eu
- 2Open the Reports section
- 3Download the reports covering the period
Checked against Bolt Support — earnings and payments.
Other platforms and local operators
FreeNow, Veezu, Addison Lee, Deliveroo, Just Eat, Amazon Flex and local circuits all differ, but the principle is the same everywhere.
Whatever the platform calls its statements
Look for Earnings, Statements, Invoices, Payments or Tax in the driver app or partner portal.
- 1Sign in to the driver app or partner portal
- 2Find the earnings, invoices or payments section
- 3Export or download the full tax year, 6 April to 5 April
- 4If there is no export, screenshots of each weekly summary are better than nothing
From HMRC
Finding your UTR.
Your Unique Taxpayer Reference is ten digits, and you need it before anything can be filed. It is almost certainly somewhere you already have access to.
- 1Open the HMRC app, or sign in to your Personal Tax Account
- 2Look for Self Assessment — the UTR is shown there
- 3No app? It is printed on any tax return or letter HMRC has sent you
- 4Still stuck? Start at gov.uk/find-utr-number, or call the Self Assessment helpline
If you have never had a UTR at all, you may not be registered as self-employed yet. We can handle that registration for you — just say so.
We never need your HMRC password
To act for you we get authorised as your agent through HMRC’s own process. HMRC either posts you a code or asks you to approve us from inside your own account. Either way your Government Gateway login stays yours and we never see it.
If any accountant asks you to hand over your HMRC username and password, that is a reason to walk away — not a normal request.
The Full List
Everything else, grouped so you can work through it.
You will not have all of this, and that is fine. Send what you have — we will chase the gaps that actually matter and ignore the ones that do not.
Your platform income
The single most important item. Without it we are guessing, and HMRC compares your return against what the platforms report.
- Uber weekly or monthly statements for the whole tax year
- Uber annual Tax Summary, if you have it
- Bolt invoices and reports, if you drive for Bolt
- Statements from any other platform or local operator
Identity and HMRC
We need these to file for you and to meet our anti-money-laundering obligations. They are a one-off — we will not ask again next year.
- Your UTR, the ten-digit Unique Taxpayer Reference
- Your National Insurance number
- Photo ID: passport or driving licence
- Proof of address dated within three months
- Last year's tax return, if somebody else filed it
Your vehicle
Which of these matter depends on whether you claim mileage or actual running costs. Send what you have and we will work out which method leaves you better off.
- Total business miles for the year, and private miles if you use the car personally
- Fuel or charging receipts
- Hire and reward insurance certificate and premium
- MOT, servicing, tyres and repair invoices
- Vehicle finance or lease agreement
- Purchase invoice if you bought the car
Licensing and running costs
The ones drivers most often forget, and they add up to real money over a year.
- Private hire driver licence and vehicle licence fees
- Plate fee from your council
- DBS check, medical and any topographical or safeguarding test fees
- Mobile phone bills, and the handset if you bought it for work
- Car washes, valeting and cleaning products
- Dash cam, phone mount, chargers and cables
- Breakdown cover and any operator or circuit fees
- Clean Air Zone or Congestion Charge paid to work
Anything else with money attached
If it appliesOnly if it applies to you — most drivers can skip this section.
- P60 or P45 if you also have an employed job
- Rental income and expenses if you let a property
- CIS payment and deduction statements if you also work in construction
- Student loan plan type, if you are repaying one
- Any letters from HMRC, opened or not
Sending It Over
However suits you.
There is no portal to learn and no forms to fill in. Send it the way you would send anything else.
Files too big to email? Put them in Google Drive, Dropbox or iCloud and send us the link instead.
Four things that speed it up
- Photograph receipts flat, in good light, with the total visible — a clear phone photo is as good as the paper
- Name files so we can tell them apart: 'uber-statements-2026-27' beats 'IMG_4471'
- Send a year at a time if you are catching up, rather than everything in one go
- Tell us what is missing rather than leaving a gap for us to find
Do not send us these
Never send your Government Gateway password, your full card number, or your bank login. We never need any of them, and no legitimate accountant will ask. Bank statements are fine and often useful — the login is not.
Questions
Before you start digging.
If something here does not match what you are seeing on screen, message us rather than guessing — it takes a minute to sort out.
Not sure what applies to you? Just ask.
Send us what you have and we will tell you what is missing. A free 20-minute call sorts out most of it in one go.