Self Assessment for First-Time Filers: A Beginner’s Guide
New to Self Assessment? Learn how to register, what to report, key deadlines and how to avoid first-year mistakes.
New to Self Assessment? Learn how to register, what to report, key deadlines and how to avoid first-year mistakes.
Received an HMRC enquiry letter? Learn why HMRC checks returns, what to do, your deadlines and how an accountant can help.
A simple Self Assessment checklist covering your UTR, income records, expenses, bank details and other documents you need before filing.
An SA302 shows your income and tax for a year. Learn how to get your SA302 and tax year overview and why mortgage lenders ask for them.
Overpaid tax? Learn how to claim a Self Assessment refund, how long HMRC takes and common reasons a return shows a rebate.
Key Self Assessment dates for the 2025/26 tax year: registration, paper and online filing, payment and payments on account deadlines.
Made a mistake on your return? Learn how to amend a Self Assessment tax return online, the 12-month deadline, and what happens to your tax bill.
Payments on account explained: who pays them, how they are calculated, when they are due and how to reduce them if your income falls.
How to get a UTR number: register for Self Assessment online, wait for the letter, activate your account, and what to do if you lose it.
Missed the Self Assessment deadline? See the HMRC late filing and late payment penalties, how interest works, and what to do next.
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