Do I need to submit a self-assessment tax return?

The UK tax year runs from 6 April to 5 April of the following calendar year. Whether you need to submit a tax return to HM Revenue and Customs (HMRC) for the current year of assessment will depend on your personal situation and income between those dates.

Do I need to submit a self-assessment tax return?

You’ll need to file a self-assessment return.

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If you meet other criteria, you may need to file a self-assessment return.

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If your gross income exceeded £50,000, you’ll need to file a self-assessment return.

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If you or your partner earned more than £50,000 during the year, the partner with the higher income in that tax year will need to file a self-assessment return to declare the benefit. If you and your partner earned less than £50,000 during the year, please move onto the next question.

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If you received dividend income from your limited company in excess of £10,000 and/or salaried income in excess of £100,000 per annum, you’ll need to file a Self Assessment return.

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This alone wouldn’t require the submission of a self-assessment. However, you will need to contact HMRC to notify them that you are in receipt of untaxed income. Move to the next question.

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This alone wouldn’t require the submission of a self-assessment. However, you will need to contact HMRC to notify them that you are in receipt of untaxed income.

Any questions?

Please get in touch with us

If you don’t meet any other criteria that would require the submission of a return, it’s likely that you will not need to be required to a file a return.

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Question

Answer

Time to come home to SA?

If you or your partner earned more than £50,000 during the year, the partner with the higher income in that tax year will need to file a self-assessment return to declare the benefit.

If you and your partner earned less than £50,000 during the year, please move onto the next question.