---
title: "List Self Assessment Payments & Allocation Details"
method: GET
path: "/accounts/self-assessment/{nino}/payments-and-allocations"
tags: ["Payments and Liabilities"]
---

# List Self Assessment Payments & Allocation Details

`GET /accounts/self-assessment/{nino}/payments-and-allocations`

This endpoint enables you to list the payments and allocation details of one or more liabilities for a National insurance number.

### Test data
Scenario simulation using Gov-Test-Scenario headers is only available in the sandbox environment.

| Header Value (Gov-Test-Scenario) | Scenario                                                         |
|----------------------------------|------------------------------------------------------------------|
| N/A - DEFAULT                    | Simulates success response.                                      |
| NOT_FOUND                        | Simulates the scenario where no data is found.                   |
| INVALID_DATE_RANGE               | Simulates the scenario where the provided date range is invalid. |

## Path parameters

- `nino` string, required

## Query parameters

- `fromDate` string
- `toDate` string
- `paymentLot` string
- `paymentLotItem` string

## Headers

- `Accept` 'application/vnd.hmrc.4.0+json', required
- `Authorization` string, required
- `Gov-Test-Scenario` string

## Response `200`

Success

- object
  - `payments` object[], required — An array containing payments made by the customer.
    - `paymentLot` string — An identifier for the batch process that processed the payment and assigned it to the taxpayer's account.
    - `paymentLotItem` string — An identifier for each payment within a payment lot. paymentLot and paymentLotItem together uniquely identify a payment.
    - `paymentReference` string — A unique reference number associated with the payment.
    - `paymentAmount` number — The amount of the payment received into the account. The value must be between -99999999999.99 and 99999999999.99 up to 2 decimal places.
    - `paymentMethod` string — The method used to make the payment. Must conform to the regular expression: ^[0-9A-Za-z]{1,30}$
    - `transactionDate` string — The date the payment was received into the account in the format: YYYY-MM-DD
    - `allocations` object[], required — A list of charges which are allocated amounts from the payment
      - `chargeReference` string, required — A unique reference for the original charge that the payment was made against.
      - `periodKey` string — The period key attributed to the charge. A four digit reference containing characters and numbers to identify the specific tax period.
      - `periodKeyDescription` string — A description of the period key as a tax period.
      - `startDate` string — The start date of the tax year for the charge in the format YYYY-MM-DD
      - `endDate` string — The end date of the tax year for the charge in the format YYYY-MM-DD
      - `dueDate` string — The date the charge must be paid by. Interest or penalties will be accrued after this date.
      - `chargeDetail` object
        - `documentId` string — Same as Document Number unless on output there are no postings then the Form Bundle number is returned. Must conform to the regular expression: ^[0-9A-Za-z]{1,12}$
        - `documentType` string — A code to specify the document type of which this is a subitem.
        - `documentTypeDescription` string — Description of the document type.
        - `chargeType` string — A code to specify the type of charge.
        - `chargeTypeDescription` string — Description of the charge type.
      - `amount` number — The original value of this transaction. The value must be between -99999999999.99 and 99999999999.99 up to 2 decimal places.
      - `clearedAmount` number — The cleared value of this transaction. The value must be between -99999999999.99 and 99999999999.99 up to 2 decimal places.
      - `contractAccount` string — The accounting record for a particular charge type.

## Other responses

- `400` — Bad request
- `403` — Forbidden
- `404` — Not found

---

[API](https://skmtc.net/hmrc/apis/self-assessment-accounts-api.md) · [All operations](https://skmtc.net/hmrc/apis/self-assessment-accounts-api/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/hmrc/self-assessment-accounts-api/revisions/beec40556a41/schema)
