Self-Assessment Deadlines Loom

The deadline for submitting your self-assessment tax return on paper is midnight 31 October 2017.

Those choosing to file a paper tax return must fill in form SA100.

Before you begin, you should have the following information (plus your national insurance number) to hand:

  • P60 year-end certificates
  • P11D expenses or benefits forms
  • P45 if you have left employment
  • Payslips
  • Personal pension information
  • Bank statements
  • Information on any dividends or investments.
  • Individuals who do not have tax deducted from their wages, pensions and savings, plus those with additional sources of income, will usually have to complete a tax return.

If you need to submit a return on behalf of business partnership or non-resident company or as a trustee, you will need the following forms:

  • Non-resident companies: SA700
  • Partnerships: SA800
  • Trust and estate: SA900
  • Trustees of a registered pension scheme: SA970.

Those who submit their tax return online have until midnight 31 January 2018. Contact us here if you need help submitting your tax return.