If you’re filing your tax return online, you’ll log in with your Verify or Government Gateway account. You fill in the form section by section, and this is usually straightforward – provided you have all the necessary figures from the past tax year. So make sure you have:
- Your P60 or P45 (if you were employed for that tax year)
- Your P11D (if you had one)
- Records of all your other income (earnings, rent etc)
- Details of any
- work-related expenses (if you are self-employed)
- investments you hold (or have sold in this tax year)
- interest earned
- gifts you’ve made to charity
- benefits claimed (including child benefit)
- pension / State Pension income
- student loan repayments
- redundancy payments
You’ll also have to provide details of any tax avoidance schemes in which you participate (so that HMRC can confirm that these are legitimate).
As you can see, it’s a good idea to keep careful track of all these details throughout the year and keep the information in a safe place, so that when you come to fill in your self-assessment, you just open the file and get going.
If you’re submitting a paper form by post, you’ll need to download it and print it off from the government website. However, with a paper form it’s easier to make a mistake and accidentally leave a box blank, so online filing is recommended.