Hmrc self assessment tax return notes

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  • Self assessment tax return form download
  • Sa100 form

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    How to complete a Self Assessment tax return

    Once you’ve registered for Self Assessment, you can complete your Self Assessment tax return and file it to HMRC. In order to do this, you’ll need to provide HMRC with information that will differ depending on your circumstances, and whether you’re a sole trader, limited company director or a partner in a partnership.

    In this guide, we’ll help you understand which sections of the tax return you’ll need to complete and what information you’ll need to provide. 

    Getting started

    In order to complete your Self Assessment tax return, you’ll need to have various pieces of information to hand, including:

    You can check out our dedicated guide to make sure you have everything you need in order to fill in your tax return.

    Your Self Assessment tax return includes a Main Return (SA) and a number of additional sections that HMRC calls ‘supplementary pages’.

    The sections that make up a Self Assessment tax return are summarised in the table belo

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    Self Assessment tax return forms

    Download or request forms to help you send your tax return either online or bygd post.

    You must send your tax return by the deadline or you’ll get a penalty.

    The main tax return (SA)

    You can en samling dokument eller en elektronisk lagring av data your Self Assessment tax return online.

    If you need a paper form you can:

    Getting help

    You can:

    Only fill in the short tax return (SA) if HMRC sends it to you. You cannot download it, but you can read the guidance notes.

    You might need to fill in more sections, known as ‘supplementary pages’, if you’re telling HMRC about these types of income:

    Check the full list of supplementary pages to make sure you fill in the right sections if you’re sending your return bygd post.

    Sending a tax return if you’re not an individual

    There are special forms if you’re sending a tax return for a business partnership or non-resident company, or if you’re a trustee.

    If you need help you can:

  • hmrc self assessment tax return notes

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    Completing your Tax Return

    The Tax Return form can appear long and complicated because it has to be able to deal with a wide range of individual circumstances but only a very small number of the boxes on the return will need to be completed. 

    The basic return form SA has 8 pages and collects information about you, your investment and pension income if you have any, whether you wish to claim one of the principal tax reliefs and how you would like to deal with any tax payment or refund.

    One page of the return asks about your main sources of income (employment, self-employment, income from property, overseas, trusts, capital gains and your residence status).  There are supplementary pages for the return that deal with each of these.  Unless you are completing the return on-line, you will have to ask HMRC to send you the supplementary pages or download them from the HMRC website here:

    HMRC encourage everyone who can to file their returns on-line, but you can still file a pape