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How to fill out self assessment tax return

How to fill out self assessment tax return:

1. Gather all necessary documents and information such as personal details, income sources, expenses, and receipts.
2. Determine your filing deadline, which is usually the end of January.
3. Register for an online account with HM Revenue and Customs (HMRC) if you haven't already done so.
4. Log in to your HMRC account and select the self assessment tax return option.
5. Begin filling out the form by entering your personal details, including your National Insurance number and Unique Taxpayer Reference (UTR).
6. Proceed to declare your income from various sources, such as employment, self-employment, rental properties, or investments.
7. Deduct any allowable expenses from your income, ensuring that you have proper documentation to support your claims.
8. Provide details of any tax reliefs, deductions, or allowances you may be eligible for.
9. Include information about any additional income, such as bank interest or dividends, which may not have been subject to tax already.
10. Double-check all the information you have entered, making sure it is accurate and complete.
11. Calculate your tax bill or refund using the information provided.
12. Pay any outstanding tax amount or set up a payment plan if needed.
13. Submit your completed self assessment tax return to HMRC.
14. Keep a copy of your tax return and supporting documents for future reference.

Who needs a self assessment tax return:

1. Self-employed individuals or those running their own business must complete a self assessment tax return.
2. Individuals with income from rental properties or investment sources above a certain threshold also require a self assessment tax return.
3. Individuals who earn more than a certain amount and have income that is not taxed at source, such as overseas income or capital gains, may need to submit a self assessment tax return.
4. Company directors, high earners, and individuals with complex tax affairs may also be required to fill out a self assessment tax return.
5. Additionally, anyone who receives a notice to complete a self assessment tax return from HMRC must comply with the requirement and submit their tax return accordingly.

For pdfFiller’s FAQs

What is self assessment tax return?

Self assessment tax return is a form that taxpayers in the UK use to report their income, gains, and any applicable reliefs or allowances to HM Revenue and Customs (HMRC).

Who is required to file self assessment tax return?

Individuals who have income that is not taxed at source, or those who have additional sources of income such as self-employment, rental income, or investment income, are required to file a self assessment tax return.

How to fill out self assessment tax return?

To fill out a self assessment tax return, individuals need to register with HMRC, gather all necessary financial records, calculate their income and expenses, and then enter this information on the form either online or by paper.

What is the purpose of self assessment tax return?

The purpose of self assessment tax return is to ensure that taxpayers are paying the correct amount of tax based on their total income and claiming any applicable reliefs or allowances they are entitled to.

What information must be reported on self assessment tax return?

On a self assessment tax return, individuals must report their total income, including any employment income, self-employment income, rental income, investment income, and any other sources of income. They must also report any applicable deductions, reliefs, or allowances.

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