Self Assessment — Guides, Tips & Expert Advice
Self assessment tax return guides, tips, and deadlines for UK sole traders and freelancers.
96 articles on Self Assessment
Self Assessment Overpayment: How to Get a Refund
If you have overpaid through Self Assessment, HMRC will refund the difference. Here is how the process works.
Self Assessment Paper Return Deadline: October 31st
If you file a paper Self Assessment return, the deadline is 31 October — three months earlier than online.
Self Assessment Payment on Account: What It Is and How to Budget for It
Payments on account catch many sole traders off guard. Here is how they work, when they are due, and how to budget so January is not a financial shock.
Self Assessment Penalties: How to Avoid Them and What to Do If You Get One
Late filing, late payment, and inaccurate returns all carry penalties. Here is the full breakdown and how to avoid or appeal them.
Self Assessment Penalties at a Glance
A quick reference card for all Self Assessment penalties — late filing, late payment, and inaccuracies.
Self Assessment and the Personal Allowance
The personal allowance is the amount you can earn tax-free. Here is how it works and when you might lose it.
Self Assessment Record Keeping: What to Save and for How Long
HMRC requires you to keep business records for a minimum period. Here is what to save and how long to keep it.
What Is an SA302 and How to Get One
Mortgage lenders and others often ask for an SA302. Here is what it is and how to get yours from HMRC.
Self Assessment and Savings Interest: Do You Need to Report It
With rising interest rates, more people earn taxable savings interest. Here is when you need to report it on Self Assessment.
Simple Assessment vs Self Assessment: What's the Difference
HMRC's Simple Assessment calculates your tax for you. Here is how it differs from Self Assessment and who gets one.
Self Assessment and Student Loan Repayments
If you are self-employed with a student loan, repayments are collected through Self Assessment. Here is how it works.
Self Assessment and Your Tax Code
Your tax code affects how much tax your employer deducts. Here is how it interacts with Self Assessment.
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