Self-assessment form

Self assessment form

General information
Name

First NameLast Name
Email
example@example.com
National Insurance Number
Unique Tax Reference (UTR) - if known
Date of birth

DayMonthYear
Date
Address

Street Address

Street Address Line 2

CityState / Province

Postal CodeCountry
Phone number

About your income

Select income that you had during the tax year
Employment
Self-employment
Dividends and interest
Rental
Pensions and benefits
Other income

About your employment
Name of employer*
Employer's address
Employer's reference
Date employment started (if after 5th April)

DayMonthYear
Date
Date employment ended (if before 5th April)

DayMonthYear
Date
Do you control this company? (for example as shareholder)

YesNo
Are you a director of this company?

YesNo
Income from this employment (from P60/45 or last payslip before 5th April)
Tax deducted
Upload your P60/45 or payslip if you have one

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Benefits
You will find them on P11d if you have one
Upload your P11d if you have one

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Expenses related to this employment

Exclusively for work purposes and not refunded by employer
Your profession in this employment
More information about expenses you can claim
Business travel
Do not include home to work travel!
Hotel and meals
Business travels with no private element.
Clothing and tools
Cleaning, repairing or replacing an uniform or specialist clothing and small tools necessary for your work. No everyday clothing.
Check if you can claim flat rate allowance instead - click here
Professional fees and subscriptions
Mileage for use of your vehicle for work
Car: you can claim 45p for every mile for first 10,000 miles and 25p for each mile over 10,000 miles. Motorcycles: 25p for each mile. Bicycles: 20p for each mile. No home to work travels!
Equipment
Only necessary for work and no significant private use.
Other relevant information
Did you have more employments during the tax year?

YesNo

About your employment - second employment
Name of employer*
Employer's address
Employer's reference
Date employment ended (if before 5th April)

DayMonthYear
Date
Date employment started (if after 5th April)

DayMonthYear
Date
Employer's reference
Do you control this company? (for example as shareholder)

YesNo
Are you a director of this company?

YesNo
Income from this employment (from P60/45 or last payslip before 5th April)
Tax deducted
Upload your P60/45 or payslip if you have one

Cancelof
Benefits
You will find them on P11d if you have one
Upload your P11d if you have one

Cancelof
Expenses related to this employment

Exclusively for work purposes and not refunded by employer
Your profession in this employment
More information about expenses you can claim
Business travel
Do not include home to work travel!
Hotel and meals
Business travels with no private element.
Clothing and tools
Cleaning, repairing or replacing an uniform or specialist clothing and small tools necessary for your work. No everyday clothing.
Check if you can claim flat rate allowance instead - click here
Professional fees and subscriptions
Mileage for use of your vehicle for work
Car: you can claim 45p for every mile for first 10,000 miles and 25p for each mile over 10,000 miles. Motorcycles: 25p for each mile. Bicycles: 20 p for each mile. No home to work travels!
Equipment
Only necessary for work and no significant private use.
Other relevant information
Did you have more employments during the tax year?

YesNo

About your employment - third employment
Name of employer*
Employer's address
Employer's reference
Do you control this company? (for example as shareholder)

YesNo
Are you a director of this company?

YesNo
Income from this employment (from P60/45 or last payslip before 5th April)
Tax deducted
Upload your P60/45 or payslip if you have one

Cancelof
Benefits
You will find them on P11d if you have one
Upload your P11d if you have one

Cancelof
Expenses related to this employment

Exclusively for work purposes and not refunded by employer
Your profession in this employment
More information about expenses you can claim
Business travel
Do not include home to work travel!
Hotel and meals
Business travels with no private element.
Clothing and tools
Cleaning, repairing or replacing an uniform or specialist clothing and small tools necessary for your work. No everyday clothing.
Check if you can claim flat rate allowance instead - click here
Professional fees and subscriptions
Mileage for use of your vehicle for work
Car: you can claim 45p for every mile for first 10,000 miles and 25p for each mile over 10,000 miles. Motorcycles: 25p for each mile. Bicycles: 20 p for each mile. No home to work travels!
Equipment
Only necessary for work and no significant private use.
Other relevant information

Self-employment
Trading name
Trading address (unless working from home)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business started

DayMonthYear
Date
Business ceased

DayMonthYear
Date
Start of accounting period (if different than 6th April)

DayMonthYear
Date
End of accounting period (if different than 5th April)

DayMonthYear
Date
Turnover (trading income)
Disposed tools and equipment
CIS deductions by contractors
Do you want to deduct £1000 allowance instead of actual expenses?

YesNo
You cannot use this allowance if you have income from:

- a company you or someone connected to you owns or controls
- a partnership where you or someone connected to you are partners
- your employer or the employer of your spouse or civil partner
Did you have any other self-employment?

YesNo

Trading expenses
Purchases
Goods purchased for resale
Subcontractors
CIS subcontractors in construction industry
Wages and salaries
PAYE payments to employees
Phone, internet, stationery etc.
Rent and rates
Actual amount you pay for an office, workshop etc.

If you work from home click here
How many hours per month did you work at home on average during the year?
How many rooms (inc. bedrooms, living etc) is in your home?
Home many rooms do you use for work?
How much have you paid for your home during the year, inc. repairs?
This includes rent, rates and mortgage interest. Do not include capital element of mortgage payments.

Your vehicles: do you want to claim business mileage? Click here.
- Please note that if you claim for the same vehicle(s), which you have used during the previous tax year, you MUST claim the same way for that vehicle. For example, if you have claimed mileage in relation to your car previously, you need to continue claiming mileage in relation to the same car as well.
- Car: you can claim 45p for every mile for the first 10,000 miles and 25p for each mile over 10,000 miles. Motorcycles: 25p for each mile. Bicycles: 20 p for each mile. No home a permanent place of work allowed!
- You CANNOT claim both mileage and actual expenses for the same vehicle.
How many miles have you driven by your car for business?
Please note that you need to keep evidence, such as record book to support this claim.
How many miles have you ridden by motorcycles?
Please note that you need to keep evidence, such as record book to support this claim.
How many miles have you ridden by bicycle?
Please note that you need to keep evidence, such as record book to support this claim.

Your vehicles: Do you want to claim actual cost and expenses? Click here.
- Please note that if you claim for the same vehicle(s), which you have used during the previous tax year, you MUST claim the same way for that vehicle. For example, if you have claimed mileage in relation to your car previously, you need to continue claiming mileage in relation to the same car as well.
- You CANNOT claim both mileage and actual expenses for the same vehicle.
- No home to a permanent place of work allowed!
How much have you paid for fuel, insurance, repairs, loan interest etc.?
Please deduct private element. For example if you used your car 50% for business purposes, you can claim only 50% of expenses.
Make
Model
Engine size
Year
How much have you paid for your car?
When did you buy your car?

DayMonthYear
Date
Additional information. If you have more than one car write down the same details in this box.

Repairs and maintenance
Advertising and promotion
Entertainment
Interest on loans and overdrafts
Financial charges
Not interest
Accountancy, legal and professional
Bad debts
Tools and equipment
Other business expenses
Additional information

Second self-employment
Trading name
Trading address (unless working from home)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business started

DayMonthYear
Date
Business ceased

DayMonthYear
Date
Start of accounting period (if different than 6th April)

DayMonthYear
Date
End of accounting period (if different than 5th April)

DayMonthYear
Date
Turnover (trading income)
Disposed tools and equipment
CIS deductions by contractors
Do you want to deduct £1000 allowance instead of actual expenses?

YesNo
You cannot use this allowance if you have income from:

- a company you or someone connected to you owns or controls
- a partnership where you or someone connected to you are partners
- your employer or the employer of your spouse or civil partner

Trading expenses
Purchases
Goods purchased for resale
Subcontractors
CIS subcontractors in construction industry
Wages and salaries
PAYE payments to employees
Phone, internet, stationery etc.
Rent and rates
Actual amount you pay for an office, workshop etc.

If you work from home click here
How many hours per month did you work at home on average during the year?
How many rooms (inc. bedrooms, living etc) is in your home?
Home many rooms do you use for work?
How much have you paid for your home during the year, inc. repairs?
This includes rent, rates and mortgage interest. Do not include capital element of mortgage payments.

Your vehicles: do you want to claim business mileage? Click here.
- Please note that if you claim for the same vehicle(s), which you have used during the previous tax year, you MUST claim the same way for that vehicle. For example, if you have claimed mileage in relation to your car previously, you need to continue claiming mileage in relation to the same car as well.
- Car: you can claim 45p for every mile for the first 10,000 miles and 25p for each mile over 10,000 miles. Motorcycles: 25p for each mile. Bicycles: 20 p for each mile. No home a permanent place of work allowed!
- You CANNOT claim both mileage and actual expenses for the same vehicle.
How many miles have you driven by your car for business?
Please note that you need to keep evidence, such as record book to support this claim.
How many miles have you ridden by motorcycles?
Please note that you need to keep evidence, such as record book to support this claim.
How many miles have you ridden by bicycle?
Please note that you need to keep evidence, such as record book to support this claim.

Your vehicles: Do you want to claim actual cost and expenses? Click here.
- Please note that if you claim for the same vehicle(s), which you have used during the previous tax year, you MUST claim the same way for that vehicle. For example, if you have claimed mileage in relation to your car previously, you need to continue claiming mileage in relation to the same car as well.
- You CANNOT claim both mileage and actual expenses for the same vehicle.
- No home to a permanent place of work allowed!
How much have you paid for fuel, insurance, repairs, loan interest etc.?
Please deduct private element. For example if you used your car 50% for business purposes, you can claim only 50% of expenses.
Make
Model
Engine size
Year
How much have you paid for your car?
When did you buy your car?

DayMonthYear
Date
Additional information. If you have more than one car write down the same details in this box.

Repairs and maintenance
Advertising and promotion
Entertainment
Interest on loans and overdrafts
Financial charges
Not interest
Accountancy, legal and professional
Bad debts
Tools and equipment
Other business expenses
Additional information

UK interest and dividend income
Dividends from UK companies
Taxed UK interest (net - amount received)
Untaxed UK interest
Additional information

Rental income

If some properties have more than one owner, please enter only our share.
Number of properties rented out
Rental income
Rent a room scheme
Amount received if you rent a room in your house.
Other income from property
Do not include income from a sale of property
Expenses
Do you want to deduct £1000 allowance instead of actual expenses?

Yes

If you want to deduct actual expenses click here.
Rent, rates, property insurance etc.
Repairs and maintenance
Mortgage interest and finance costs
Legal, management and professional
Costs of services and wages
Motor and travel
Equipment, inc. van vehicles
Cars
Makes and models
Have you bought a car for the business please enter makes, models, years, engines and fuel.
Other allowable expenses
Private use adjustment
Have you paid any of the above for private purposes? If yes enter the proportion.
Additional information

Pension and benefits
State pension
State pension received
Lump sum
Tax paid
Other pensions and retirement annuities
Payer of pension
Reference
Description
Taxable (gross) amount
Tax taken off
Deductions
Benefits
Taxable incapacity benefit
Tax taken on incapacity benefit
Employment support allowance
Jobseeker's Allowance
Bereavement Allowance
Other benefits
Additional information

Other income and additional information
Other income, including foreign income
Additional information
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Self assessment form

About your income

About your employment

Expenses related to this employment

About your employment - second employment

Expenses related to this employment

About your employment - third employment

Expenses related to this employment

Self-employment

Trading expenses

Second self-employment

Trading expenses

UK interest and dividend income

Rental income

Pension and benefits

Other income and additional information