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Knowledge Base Income Tax Self Assessment Tax Returns

Self Assessment Tax Returns

Registering for, completing, and submitting your Self Assessment tax return.

Completing Self Assessment for Someone Who Has Died

When someone dies, their tax affairs still need to be handled properly. If the person was registered for Self Assessment, someone must complete and submit their final tax return and settle any outstanding tax bills. This responsibility falls to the person managing the deceased's estate — known as...

4 min read

Filing Self Assessment Online and Software Options

If you need to file a Self Assessment tax return, you have two main options: HMRC's free online service or commercial software. Both allow you to submit your return digitally, but they suit different needs. This guide explains how each option works and how to choose the right one for your...

5 min read

Getting Help with Self Assessment

Completing a Self Assessment tax return can feel daunting, particularly if you're doing it for the first time. The good news is that HMRC offers extensive free resources to help you through the process, from YouTube videos and webinars to helplines and online tools. Knowing where to look for help...

7 min read

How to Complete Your Self Assessment Tax Return

Completing your Self Assessment tax return doesn't need to be daunting if you know what information to gather and how to report it correctly. This guide walks you through the process step-by-step, from choosing whether to file online or on paper, to understanding which supplementary forms you need...

6 min read

How to Register for Self Assessment

If you need to complete a Self Assessment tax return, you must first register with HMRC. When you register, you'll receive a 10-digit Unique Taxpayer Reference (UTR) number which you'll use to file your returns. The registration process depends on your circumstances, and there are specific...

5 min read

Making Corrections to Your Tax Return

Making mistakes on your tax return happens — the good news is that you can correct errors yourself within certain time limits. Whether you've spotted an error after hitting submit or HMRC has contacted you about your return, understanding the correction process can help you put things right and...

4 min read

Self Assessment Deadlines and Penalties

Missing Self Assessment deadlines can be costly. This article explains when you need to register, file your return, and pay your tax—plus what penalties you'll face if you're late and how to challenge them if you have a reasonable excuse.

5 min read

When You No Longer Need to Complete Self Assessment

If your circumstances change and you no longer need to complete Self Assessment, you must tell HMRC to avoid penalties and unnecessary correspondence. This might happen when you stop self-employment, no longer have rental income, or your income returns to being taxed only through PAYE. Notifying...

5 min read

Who Needs to Complete a Self Assessment Tax Return?

Not everyone needs to complete a Self Assessment tax return. If your tax is deducted automatically through PAYE (Pay As You Earn), you may not need to do anything else. However, if you're self-employed, receive rental income, or have other sources of untaxed income, you'll need to register for Self...

4 min read