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Writer's pictureNatalia Streeter

Your Guide to Self-Assessment Tax Returns

📅 Important Deadlines:


1. Telling HMRC You Need to Complete a Return

  • Deadline: 5 October

  • If you've never sent a tax return before, you need to let HMRC know by 5 October. Just register for Self Assessment, and you’re all set!


2. Submitting Your Return

  • Paper Return: Midnight 31 October 2024

  • Online Return: Midnight 31 January 2025

3. Paying the Tax You Owe

  • Main Deadline: Midnight 31 January 2025

  • Advance Payments: 31 July if you make ‘payments on account’



Don’t be late, or you might face a penalty. If you have a good excuse, you can appeal against it, though!


🤔 What if You Don’t Know Your Profit for the Whole Tax Year?


Sometimes, your accounting period might not line up with the tax year, or you might be waiting on a valuation. Here’s what to do:


  • Use Provisional Figures: Estimate your profit and let HMRC know these are provisional when you submit your return.


  • Update Your Return: You have 12 months from the deadline to correct your figures once you know your actual profit.


  • Paying More or Less Tax: If you owe more, you'll pay interest on the difference. If you’ve overpaid, HMRC will pay you interest. Sweet!


🕰️ Special Deadlines to Note


  • Online Return by 30 December: If you want HMRC to automatically collect tax from your wages/pension, submit by this date.


  • Trustees or Non-Resident Companies: Paper returns are due by 31 January.


  • Partnerships with a Limited Company Partner:

  • Online Returns: 12 months from the accounting date

  • Paper Returns: 9 months from the accounting date


Remember, staying on top of these deadlines helps keep things smooth sailing.


And hey, if you need help, that’s what we’re here for!


Keep an eye out for more tips and tricks in your inbox.


Do you know someone that could benefit from this information? Please share!


Stay awesome and tax-savvy! 🚀


Cheers,


Your Beyond Bookkeeping Team!

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