Do you need to complete a Self-Assessment Tax Return?

Tax returns are not just for the self-employed - there are many different reasons why you may need to complete a self-assessment tax return. Here are some of the reasons why you may need to file, and what to do if you are unsure. The figures below relate to total income received within a tax year. A tax year starts on 6th April and finishes on 5th April the following year.

You will need to file a tax return if you are:

Or if you receive:

You may also need to file a tax return if you:

This list is not exhaustive and HMRC may want you to complete a tax return for other reasons. If you are still not sure if you need to file a tax return please take a look at the www.gov.uk website, or you can phone HMRC on 0300 200 3310.

If HMRC have sent you a tax return or a notice to complete one, then you must fill it in and return it by the due date, which for the 2020-21 tax year is 31st October 2021 for paper returns, and 31st January 2022 for online submissions. If you do not believe that you meet any of the self-assessment criteria, you can phone HMRC and ask for the tax return to be cancelled. If HMRC agrees, this will mean that you no longer have to file a return.

If you are on a low income, you may want to consider contacting one of the tax charities for help: Tax Help for Older People, 01308 488066 or, if you are under 60 years old, TaxAid, 0345 120 3779.

This article is by Tax Help for Older People Registered Charity no 1102276 (Scotland no SC045819), offering free tax advice to older people on a low income who cannot afford professional help.