Understanding your options is easier when the basics are clear. This guide explains common UK considerations and the questions worth asking before seeking professional help.
Who may need to complete a return
People with self-employment income, certain rental income, capital gains or other untaxed income may need to submit a Self Assessment return. Not everyone with additional income needs to register; check HMRC’s current criteria.
Important dates
The UK tax year usually runs from 6 April to 5 April. Online returns are normally due by 31 January after the end of the tax year, with payments potentially due on that date and 31 July. Always confirm the deadline for your circumstances with HMRC.
What to prepare
Gather income records, allowable expense evidence, pension contributions, interest and dividend statements, and any relevant capital gains information. Keeping records organised throughout the year reduces last-minute errors.
When an accountant may help
An accountant can assist with bookkeeping, return preparation, reliefs and questions from HMRC. They should explain their fees and what is included before you proceed.
This is general information, not individual tax, legal or financial advice. Rules and thresholds may change. Check current guidance on GOV.UK or speak with a qualified professional.