1. Why Do You Need to Complete a Tax Return? >>

    There are a number of reasons that HMRC expect you to complete a tax return, the main one being they know you have received income that you need to tell them about and maybe pay tax on. Here’s why you need to complete a tax return and what you need to do if you think you shouldn’t be doing one.

  2. What You Need Before You Get Started Completing Your Tax Return >>

    Completing your tax return will be quicker and easier if you get everything you’ll need ready before you get started.

  3. Where to Find Your Self-Assessment Tax Return Form Online >>

    Here’s how to find your tax return online, in case you are not sure if you have the right form in front of you or are unsure where you need to find it.

  4. The “Tell Us About You” Section >>

    The “Tell Us About You” section contains your personal details. This section is your chance to check HMRC have the right information about you and make any corrections necessary.

  5. The “Tailor Your Return” Section >>

    The “Tailor Your Return” Section is made up of three pages. It allows HMRC to get to know you and lets you remove sections of the tax return that are not relevant to you.

  6. The “Fill Out Your Return” Section >>

     The “Fill in your Return” screen contains a list of the sections that you need to complete. The sections included will vary person to person, depending on which parts of the tax return they need to fill out.

  7. The “Employment” Section >>

    You should fill in the Employment page if you were employed, either full-time, part-time or casual basis. You also need to fill it out if you received income as a Company Director or held an office. Fill out a separate employment section for each job, directorship or office you hold.

  8. The “Self-Employment” Section >>

    You only need to complete the self-employment section if it applies to you. That’s reasons like you work for yourself, are a sub-contractor under the CIS scheme or a registered Foster Carer.

  9. Class 2 National Insurance Contributions >>

    If you are self-employed, you’ll be presented with the Class 2 National Insurance Contributions page of your tax return.

  10. The Self-Employment Section for Foster Carers >>

    A step by step guide for Self-Employed Foster Carers to completing the self-assessment tax return, working out taxable income and claiming all the tax allowances they are entitled to.

  11. Completing the Tax Return for the High-Income Child Benefit Charge >>

    If you earn more than £50,000 a year and claim child benefit, then you may need to pay some or even all of it back, with a self-assessment tax return.

  12. Underpaid Tax and Other Debts >>

    This section confirms details of any underpaid tax that has been collected through your PAYE code if you were employed by someone.

  13. Overpaid Tax >>

    If you think you have paid too much tax and are due a refund, then you’ll need to let HMRC know where to send the money to.

  14. If You Have Not Paid Enough Tax >>

    If you are submitting your tax return before 30 December and are employed you can elect to pay any outstanding tax through your PAYE code.

  15. Adjustments to tax due >>

    In specific circumstances you can increase or decrease the amount of tax that is due on your tax return, changing how much tax you pay.

  16. Any other information >>

    If you need to let HMRC know any other information about your tax return and the figures you have used, then you need to enter it here.

  17. Check Your Return & View Your Tax Calculation >>

    You’re nearly at the endpoint. You’ve completed your tax return but now is your chance to check it and review your tax calculation.

  18. Save your return >>

    Everything is complete but keeping a copy of your tax return is advisable.

  19. Submit your return >>

    It’s the final step, to submit your tax return to HMRC.

While I have made every attempt to ensure the accuracy of the contents of the “Straightforward Guide To Completing Your Self-Assessment Tax Return”, I cannot accept responsibility for any losses or penalties you may incur while following the contents. I have prepared the contents for a wider audience so you may need to seek additional assistance relevant to your own personal situation.

Anita Forrest
About Anita Forrest

Anita is a Chartered Accountant with over a decade of working with small business owners. She is the creator of the ‘Go Self Employed’ website, where she simplifies complicated self-employment topics such as taxes, bookkeeping, banking and insurance.