Completing your Self Assessment tax return (2024)

Table of Contents
Contents Short Tax Return Self Assessment tax return Self-employed Partnership Pension tax charges Capital Gains Tax Employment income Property Foreign income Ministers of religion Residence and remittance basis Trusts and estates Tax relief Other taxable income and losses Lloyd's underwriters References

Short Tax Return

Use SA211 to help you complete the SA200 Short Tax Return.

  • Self Assessment: Short Tax Return notes (SA211)

    • Guidance

Self Assessment tax return

Report your income and claim tax reliefs and any repayment due to you using the SA100 return.

  • How to complete your tax return for Self Assessment

    • Form

  • HMRC email updates, videos and webinars for Self Assessment

    • Guidance

Self-employed

Find out about recording self-employment income and how to fill in the Self Assessment supplementary forms for your annual business turnover.

  • Self Assessment: self-employment (short) (SA103S)

    • Form

  • Self Assessment: Self-employment (full) (SA103F)

    • Form

  • Self Assessment forms and helpsheets for self-employment and partnerships

    • Collection

  • HMRC email updates, videos and webinars if you’re self-employed

    • Guidance

Partnership

Find out about recording partnership income and how to fill in the supplementary pages on your return.

Pension tax charges

Use the helpsheet to help you fill in the pension savings tax charges and taxable lump sums from overseas pension schemes.

  • Pension savings — tax charges (Self Assessment helpsheet HS345)

    • Guidance

Capital Gains Tax

Find out about claiming allowable expenditure and get help filling in the Capital Gains Tax pages of your return.

Watch a video on what allowable expenditure can I claim against Capital Gains Tax?

You will find out what allowable expenditure you can claim when working out your Capital Gains Tax.

  • Self Assessment forms and helpsheets for Capital Gains Tax

    • Collection

Employment income

Use the helpsheets, forms and guidance notes to help you fill in the employment pages on your return.

  • Self Assessment forms and helpsheets: employment

    • Collection

Property

Get help filling in the UK property pages on your return.

Watch videos about how to complete your return if you have UK property income.

You will find out about:

  • what to include on your return if you have income from property
  • rent a room relief and joint lettings
  • the property income allowance
  • the costs and allowable expenses you can include in the UK property pages of your return
  • reporting and paying Capital Gains Tax on property disposals

  • Self Assessment forms and helpsheets for UK property

    • Collection

  • HMRC email updates, videos and webinars for landlords

    • Guidance

Use the helpsheets to:

  • help you fill in the Capital Gains Tax summary on your return for share and security schemes
  • help you fill in the chargeable event gains from UK life insurance policies on your return
  • work out the taxable amount on your employment-related shares and securities
  • work out the gains on foreign life insurance policies and make entries on your return

  • Capital Gains Tax and employee share schemes (Self Assessment helpsheet HS287)

    • Guidance

  • Employment-related shares and securities (Self Assessment helpsheet HS305)

    • Guidance

  • Gains on UK life insurance policies (Self Assessment helpsheet HS320)

    • Guidance

  • Gains on foreign life insurance policies (Self Assessment helpsheet HS321)

    • Guidance

Foreign income

Watch videos and use the helpsheets and notes to help you fill in the foreign pages of your return.

Watch a video on do I need to declare foreign income to HMRC?.

You will find out about foreign income and what you need to report to HMRC.

Watch a video on Double Taxation Relief and foreign income.

You will find out about claiming relief for tax that has been paid on foreign income both in the UK and country of origin, when a Double Taxation Agreement (DTA) is in place between the 2 countries.

  • Self Assessment forms and helpsheets: foreign

    • Collection

Ministers of religion

Use supplementary pages SA102M to record employment income on your SA100 return if you’re a clergyman, clergywoman or a minister of religion.

  • Self Assessment: ministers of religion (SA102M)

    • Form

Residence and remittance basis

Get help filling in your residency and remittance basis return.

  • Residence and remittance basis Self Assessment forms and helpsheets

    • Collection

Trusts and estates

Use the helpsheets and guidance notes for your trusts and estates return.

  • Self Assessment forms and helpsheets for trusts and estates

    • Collection

Tax relief

Use the helpsheets help you work out tax reliefs and fill in your return.

  • Limit on Income Tax reliefs (Self Assessment helpsheet HS204)

    • Guidance

  • Qualifying care relief for carers (Self Assessment helpsheet HS236)

    • Guidance

  • Charitable giving tax relief (Self Assessment helpsheet HS342)

    • Guidance

  • Averaging for creators of literary or artistic works (Self Assessment helpsheet HS234)

    • Guidance

  • Interest and alternative finance payments eligible for relief on qualifying loans and alternative finance arrangements (Self Assessment helpsheet HS340)

    • Guidance

  • Seed Enterprise Investment Scheme — Income Tax and Capital Gains Tax reliefs (Self Assessment helpsheet HS393)

    • Guidance

  • Enterprise Investment Scheme – Income Tax relief (Self Assessment helpsheet HS341)

    • Guidance

  • Community Investment Tax Relief (Self Assessment helpsheet HS237)

    • Guidance

  • Furnished holiday lettings (Self Assessment helpsheet HS253)

    • Guidance

Other taxable income and losses

Use the helpsheets to help you fill in your return.

  • Accrued Income Scheme (Self Assessment helpsheet HS343)

    • Guidance

  • Capital Gains Tax when someone dies (Self Assessment helpsheet HS282)

    • Guidance

  • Capital Gains Tax land and leases (Self Assessment helpsheet HS292)

    • Guidance

  • Negligible value claims and Income Tax losses on disposal of shares (Self Assessment helpsheet HS286)

    • Guidance

  • Non taxable payments or benefits for employees (Self Assessment helpsheet HS207)

    • Guidance

  • Paying tax on the remittance basis (Self Assessment helpsheet HS264)

    • Guidance

  • Other taxable income for Self Assessment helpsheet (HS325)

    • Guidance

Lloyd's underwriters

Use the helpsheets to help you fill in the Lloyd’s underwriters pages of your return.

  • Self Assessment forms and helpsheets for Lloyd's underwriters

    • Collection

Published 19 January 2024

Contents
Completing your Self Assessment tax return (2024)

References

Top Articles
Pickled Radishes - Super Simple Recipe
Best Gluten Free Sugar Cookies | Easy Roll-Out Recipe
Pilot Travel Center in Bishopville, SC | 1340 Sumter Hwy
Pilot Travel Center in Lugoff, SC | 522 Highway 601 South
R Nintendoswitchdeals
Tj Nails Victoria Tx
Poki madalin stunt cars
Poki com madalin stunt cars 2
Latest Posts
Recipe: Savoury Pumpkin, Spinach and Feta Muffins
Vegan Bolognese Sauce Recipe (With Lentils) - Elavegan
Article information

Author: Rob Wisoky

Last Updated:

Views: 6432

Rating: 4.8 / 5 (48 voted)

Reviews: 95% of readers found this page helpful

Author information

Name: Rob Wisoky

Birthday: 1994-09-30

Address: 5789 Michel Vista, West Domenic, OR 80464-9452

Phone: +97313824072371

Job: Education Orchestrator

Hobby: Lockpicking, Crocheting, Baton twirling, Video gaming, Jogging, Whittling, Model building

Introduction: My name is Rob Wisoky, I am a smiling, helpful, encouraging, zealous, energetic, faithful, fantastic person who loves writing and wants to share my knowledge and understanding with you.