How to fill in your Self Assessment tax returnJanuary 6, 2023
What is a Self Assessment tax return?
Who needs to file a Self Assessment?
How do I register for Self Assessment?
How to fill in your Self Assessment
Gather the information you need
Fill in the sections that apply to you
|Pensions, annuities and benefits||If you're retired, enter the: |
|Other UK income||Other taxable income that isn't related to interests, dividends or anything else on the supplementary pages (scroll down for more). You can also use this section to enter any allowable expenses related to this income, and any Income Tax already paid on them.|
|Pension contributions||Payments made into a registered pension scheme, annuity contract or employer's scheme|
|Charity donations||Gift Aid donation totals, as well as shares, securities, land or buildings gifting to charity|
|Blind Person's Allowance||State if you're claiming this allowance|
|Student loan repayments||State if you're currently making Student Loan repayments, alongside any deductions made by your employer|
|High income Child Benefit charge||Only fill in this section if you're receiving Child Benefit and your income was above £50,000 in the relevant tax year|
|Marriage Allowance||If your income for the tax year was less than the Personal Allowance, you can use this section to state that you want to transfer some of your Personal Allowance to your spouse|
|Income||Annual business turnover before deducting expenses. If you have more than one source of self-employment income, you can enter this amount separately.|
|Self-employment income support grant (SEISS)||You'll need to declare any grants you've received from SEISS under 'Other tax adjustments for your business trading name'|
|Expenses||Expenses to include:
|Income||Income received from rented properties. This is divided into two sections, with the first being dedicated to income from properties in the UK, and the second dedicated to the total rent and income from other properties.|
|Expenses||You can claim for:|
|Income||Income declared for Capital Gains Tax is called 'disposal proceeds', and includes:|
|Expenses||You can claim for 'allowable costs', such as:|
Submit your Self Assessment tax return
Join us in creating the new age of accounting.
Simple language, simple software, so that you can spend less time dealing with admin and more time focusing on what really matters.