Self-Assessment Tax Return

Name

Business

Email

Phone Number

Do you have the 10 digits UTR (self-assessment reference) number? Or have you applied for one?

Have you signed up for HMRC online service?


(You need one, if you want to do your own tax return)

Do you have HMRC activation code?


(you need one if you want to do your own self-assessment. The activation code can take up to seven days to arrive by post. If you live abroad you must allow up to 21 days for your activation code to reach you. If you've used the self-assessment service before, you won't need to activate your account again.)

Did you have any employment income (work under PAYE) in the tax year 2015-16?


If your answer is yes, then, please fill up the additional page by clicking the button 
Employment Status for Self-Assessment

Did you work as a Director and Employee of a Limited Company in the tax year 2015/16?


If your answer is yes, then, please fill up the additional page by clicking the button

Did you work for yourself / (Self-employed) in the tax year 2015/16?


If your answer is yes, then, please fill up the additional page by clicking the button

Did you receive any UK property income (rental, lease, holiday letting etc) in the tax year 2015/16?


If your answer is yes, then, please fill up the additional page by clicking the button

Do you have any foreign income in the tax year 2015/16?


If your answer is yes, then, please fill up the additional page by clicking the button

Did you receive income from any trust in the tax year 2015/16 ?


(For example, income from a trust, settlement or the residue of a deceased person’s estate? This does not include cash lump sums/transfer of assets, otherwise known as capital distributions, received under a will)

Did you have any Capital gain Tax income in the tax year 2015/16?


(If you sold or disposed of any assets (including, for example, stocks, shares, land and property, a business)

If your answer is yes, then, please fill up the additional page by clicking the button

Did you receive any income from UK interest or dividends in the tax year 2015/16?


For example, taxed UK interest, dividends from UK companies, foreign dividends

Did you receive any income from UK pensions, annuities and other state benefits in the tax year 2015/16?


(For example, Taxable Incapacity Benefit and contribution-based Employment and Support Allowance, Jobseeker allowance, Pension etc.)

Did you receive any other UK income in the tax year 2015/16?

Did you contribute to registered pension schemes or overseas pension schemes in the tax year 2015/16?


For example, payments to employer's scheme which weren’t deducted from your pay before tax was taken off, retirement annuity contract, overseas pension scheme

Did you contribute to Charities in the tax year 2015/16?


For example, gift payments, any 'one-off' payments, gift aid payments

Did you receive a Blind Person's Allowance in the tax year 2015/16 ? What is it?


For example, if you are registered blind with a local council

Do you have any student loan to pay?

Are you married? Do you want to share your marriage allowance?       What is it?


if your income for the year ended 5 April 2016 was less than £10,600 you can transfer £1,060 of your Personal Allowance to your spouse or civil partner to reduce the amount of tax they pay if all of the following apply: • you were married to, or in a civil partnership with, the same person for all or part of the tax year • you were both born on or after 6 April 1935 • your spouse or civil partner’s income was less than £42,386

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