Self Assessment Helper

1
Which tax year are you filing your self assessment for?* This field is required.Hint - You're most likely filing for the last tax year, April 2023-2024.
2023 to 2024
2022 to 2023
2021 to 2022
2
Were you employed in the tax year?* This field is required.
Yes
No
3
Tell us about your employment* This field is required.Please include how many employments you've had this year, when you started, if you still work there, what your role is, whether your employer has provided any benefits to you (such as a car or health insurance) and whether your employer has reimbursed any taxable expenses.
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4
Was your self-employment income more than £1,000 in the tax year?* This field is required.Tick yes if you worked for yourself or you were a subcontractor working in the construction industry, and the total turnover that would be taxed in the year from all of your businesses was over £1,000.
Yes
No
5
Tell us about your self-employment income* This field is required.Please include a description of your business (or businesses), where you operate, whether you worked in a Partnership with someone else, what your turnover was for each business within the tax year and whether there are any special circumstances for your business within the tax year (such as an accounting period adjustment, you've already declared this accounting period’s results, you're taxable period differs from your accounting period, or whether you are looking to claim a specific type of tax relief).
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6
Have you received any income from UK properties within the tax year?* This field is required.Tick yes if you have received income of over £1,000 from any UK property rental including rents from land you own or lease out, furnished holiday letting from properties in the UK or European Economic Area (EEA), or letting of furnished rooms in your own home.
Yes
No
7
Tell us about your UK property income* This field is required.Please describe your property income, including the number of rental properties you have, whether they are residential or commercial, how you own the properties (solely, jointly, or in partnership), if you received rental income, and the types of allowable expenses you incurred (e.g., maintenance and repairs, utility bills, property management fees, insurance premiums, legal and professional fees, mortgage interest, or other expenses). Also, mention if there are any capital allowances you need to claim (such as for equipment, improvements, or energy-efficient technologies), and any special circumstances related to your property (e.g. significant renovations, or specific reliefs).
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8
Do you have any capital gains to declare?* This field is required.Capital Gains Tax is a tax on the profit when you sell (or ‘dispose of’) something (an ‘asset’) that’s increased in value.
Yes
No
9
Tell us about your transactions that you need to declare* This field is required.Please describe your capital gains transactions in one paragraph. Include the types of assets you sold (e.g., property, shares, investments), the dates of disposal, the proceeds from each sale, the original purchase prices, any costs incurred (such as legal fees, improvement costs), any reliefs you are claiming (e.g., Private Residence Relief, Entrepreneurs’ Relief), and any other relevant information (such as inherited assets or gifts).
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10
Did you generate any income from any other sources during the tax year?
Interest
Dividends
Foreign income
Pensions (state or private)
Other
None
11
Tell us about your other sources of income* This field is required.For each additional source of income, please tell us, the amount received, any related expenses or deductions, and any reliefs or allowances that apply. Include details about interest income from bank accounts or investments, dividends from shares, foreign income, pensions (state or private), benefits received, and any other taxable income.
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12
Were any of the below deductions and reliefs relevant to you during the tax year?
Pension contributions
Charitable donations (Gift Aid)
Student loan repayments
High income child benefit
None
13
Were any of the below allowances relevant to you during the tax year?
Marriage allowance
Blind person’s allowance
Venture capital trust relief
Enterprise investment scheme
Tax overpayment/underpayment
Other
None
14
Tell us about your other allowances and reliefs
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15
Email
example@example.com
16
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Step-by-step guide to filing your self assessmentFiling your self assessment can be complex and time-consuming, but we're here to simplify the process. For just £9.99, receive a personalised step-by-step guide tailored to your unique tax situation.
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