Self-assessment checklist
The tax return filing deadline is 31 January following the end of each tax year. Use our checklist to reduce the chances of making any errors.
Tax returns
Self-assessment is the current method of reporting your income and capital gains to HMRC each year. It is easy to make mistakes, especially if you are unable to file the return until near the deadline of 31 January. Common mistakes include:
- missing income sources
- missing capital gains
- underclaiming tax reliefs
- not reporting pension contributions or liability to the annual pension charge
- believing the return to be filed when it isn’t successfully lodged with HMRC.
Making any of these errors can lead to penalties and/or interest. Use our Self-assessment Checklist to help ensure you’ve done everything to minimise errors.
Related Topics
-
Flat rate scheme: join now or never?
HMRC recently published a report about the advantages and disadvantages of the flat rate scheme for a small business. Could the report lead to the abolition of the scheme or a ban on new users?
-
Accelerate tax relief for the cost of equipment
You’re upgrading your company’s IT equipment as it’s now several years old. Naturally your company will get tax relief for the purchases but what’s the tax position if you sell or scrap the old equipment, and how might you improve it?
-
Opt out of winter fuel payments by 15 September
HMRC has issued new guidance on the winter fuel payments. What do you need to know?
This website uses both its own and third-party cookies to analyze our services and navigation on our website in order to improve its contents (analytical purposes: measure visits and sources of web traffic). The legal basis is the consent of the user, except in the case of basic cookies, which are essential to navigate this website.