Key tax deadlines for SG Umbrella employees – what you need to know

As an SG Umbrella employee, staying on top of key tax deadlines is easier than ever. We handle all PAYE deductions, payroll administration, and HMRC compliance for you, so you can focus on your work without worrying about tax paperwork.

In this blog, we break down the most important tax dates for Umbrella employees, including P60 insurance, P11D reporting for benefits in kind, and when Self-Assessment may apply. Understanding these deadlines ensures your tax affairs stay accurate, compliant, and stress-free throughout the year.

Understanding the UK tax year

The UK tax year runs from April 6^th to April 5^th the following year, and as an Umbrella employee, you’re taxed through PAYE. This means that if you’re only source of income is PAYE then you won’t need to complete a Self-Assessment Tax Return.

Whilst this is the case, there are still a few key tax dates that do apply to you, even though we manage them on your behalf.

The key deadlines to know

19^th May – P60 issued

Your P60 summaries your total earnings , and the tax you’ve paid in the previous tax year. It includes:

• Your total earnings
• Total income tax paid
• Your National Insurance Contributions (NICs)
• Any Student Loan Repayments (if applicable)
• Statutory payments (including SSP, SMP, etc)
• Employer’s name and reference number

Your P60 will be issued after the end of the tax year and the deadline for receipt is the 31^st May. We aim to email your P60 to you week commencing 6^th April 2026. For more information on what a P60 is, take a look at our blog.

6th July – P11D Issued (if applicable)

If you’ve received any Benefits in Kind (BIKs) (such as private medical insurance, a company car, etc) we will issue you with a P11D to both yourself and HMRC by this date.

The typical types of benefits you might see on your P11D:

• Company car or fuel for personal use
• Private medical insurance
• Interest-free or low-interest loans
• Accommodation if provided by your employer
• Any other non-cash perks (such as gym membership, gift vouchers, etc)

If you do receive a P11D, please ensure that you:

• Check it carefully – ensure all details are accurate
• Understand the tax implications, as these benefits are taxable
• Include your P11D in your Self-Assessment, if you need to complete one

Note: If you don’t receive any BIKs then you won’t get a P11D.

30^th December – Self-Assessment Filing (PAYE Payment Method)

For most of our employees a Self-Assessment isn’t required, but should any of the following scenarios apply to you then you’ll need to complete one:

• You earn of £150,000 annually
• You’re a higher-rate taxpayer that has certain pension arrangements (such as auto-enrolment)

If this applies to you and you wish for HMRC to collect any tax due via your PAYE code, you’ll need to file your Self-Assessment Tax Return online by the 30^th of December.

For everyone else, we handle your tax code directly with HMRC, to ensure it’s up to date and to help you avoid under or overpaying tax throughout the year.

In conclusion

As an SG Umbrella employee, you benefit from our hassle-free tax process. We take of:

• All your PAYE deductions
• Issuing P60s and P11Ds (if applicable)
• Communicating with HMRC on your behalf
• Keeping your tax code accurate

If you’re unsure of any of the points we’ve raised in this blog or have questions regarding benefits, tax codes or anything else, simply get in touch with the SG Umbrella team.