Self Assessment Tax Quiz

Q1

Yes

No

Q1.1

Self employed as a sole trader

Partner in a business partnership

Director of a limited company

Q1.1.1

Yes

No

Q1.1.2

Yes

No

Q1.1.3

Yes

No

Q2

Yes

No

Q2.1

Yes

No

Q2.2

Yes

No

Q3

More than £100,000

Between £50,000 and £100,000

Less than £50,000

Q4

Yes I claimed Child Benefit

Yes my partner claimed Child Benefit

No

Q5

Yes

No

Q5.1

More than £2,500 (or more than £10,000 before expenses)

Less than £2,500

Q6

Yes

Under £10,000

No

Q7

- Income from a trust
- Income from outside the UK (even if it’s already been taxed in the country where the income originates)
- £2,500 or more in commission or cash-in-hand payments
- A payment or charge on a private pension
- A Self-Employment Income Support Scheme (SEISS) grant

Yes

No

Q8

Yes

No

Q9

- Religious minister
- Lloyd’s underwriter
- Examiner, exam moderator or invigilator
- Share fisherman

Yes

No

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?

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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

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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.