As of 13 August 2026, AI can fill in your pension tax relief form.

What to actually do

1. Hand it to a person

   The route this page recommends

   A person who owns the outcome does this end to end, worth it when the failure is dear.

2. Use a tool built for this

   Second choice

3. Do it yourself

   The distant third

   A chat interface, chat-fluent skill, and roughly 30 minutes until you can act on the result.

   How to actually do it

   1. Open the current pension tax relief form from GOV.UK or the HMRC correspondence that asked you to complete it, and confirm the tax year and form name.
   2. Gather the relevant pension contribution statements, payslips, payroll summaries, bank records and any letters from HMRC or your pension provider for that tax year.
   3. Remove unnecessary passwords and unrelated personal information, then paste or upload the blank form and the supporting documents into an AI tool.
   4. Paste the prompt and ask the tool to produce a field-by-field draft, with each figure linked to its source document and unclear fields marked NEEDS MY ANSWER.
   5. Compare every drafted name, date and amount with the original form and source documents, and correct any mismatch yourself.
   6. Open the relevant GOV.UK or HMRC guidance and check the form type, tax year, contribution treatment and eligibility points against the draft.
   7. Ask an accountant or tax adviser to check any eligibility or tax-year point you cannot verify, then enter the final answers yourself, sign the form and submit it using the official HMRC process.

   Prompt

   I need help preparing a UK pension tax relief form. I will provide the blank form and my supporting documents, including pension contribution statements, payslips and any correspondence from HMRC or my pension provider.
   
   First, identify the exact form and tax year from the documents. If the form, tax year, contribution type or any figure is unclear, ask me a question instead of guessing. Do not invent, estimate or complete any missing information.
   
   Then create a field-by-field draft table with these columns: form field, proposed answer, source document and page or section, and what I must check. Keep personal details exactly as supplied. Distinguish clearly between figures paid by me, figures paid through payroll, and any other contribution type shown in the documents. Do not decide that I am entitled to tax relief unless the supplied official guidance clearly supports that conclusion.
   
   Use only the information in the documents and current official GOV.UK or HMRC guidance that I provide or link to. Quote the relevant guidance for any eligibility or tax-year rule. Mark every unanswered field as NEEDS MY ANSWER. At the end, list the entries I must check against the original documents, the parts that need an accountant or tax adviser, and the actions I must take to sign and submit the form. Do not submit it, sign it or claim that the form is correct. This is not professional advice.

   Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.