Self Assessment guides

Guides to help you breeze through your Self Assessment tax return

Not sure where to start with your tax return? In the middle of a post-deadline panic? Whatever your Self Assessment query, we can help! Simply browse through the list below to find the right guide for you.

Preparing to file

Do you have to file a Self Assessment tax return?

First things first - find out if HMRC is expecting a tax return from you this year.

Learn the lingo: key Self Assessment terms explained

Before you get going, here’s a breakdown of some of the key terms you’ll come across as you complete your Self Assessment tax return.

Everything you need to fill out your Self Assessment tax return

Ready to get started? Here’s a list of all the things that you’ll need to have to hand.

Paying next year's bill in advance - don't get caught out!

Payments on account often catch business owners out, especially those in their first year. Here’s everything you need to know.

Completing the return

How to calculate your business income for Self Assessment

Find out what income you need to pay tax on - as well as the income you don’t!

Common tax return mistakes to avoid

Follow these useful tips to avoid the most common mistakes that people make in the rush to file before the deadline.

5 tips for working with your accountant during Self Assessment season

In the run up to the Self Assessment deadline, it pays more than ever to be on your accountant’s good side! Here’s how you can foster a winning relationship.

How to fill out your Self Assessment tax return in FreeAgent

Find out just how easy it is to fill out your Self Assessment tax return and submit it to HMRC from FreeAgent in this short video.

Filing Self Assessment online with HMRC

How to file your tax return in FreeAgent as a sole trader

Here are the simple steps you can take to file your tax return from FreeAgent directly to HMRC as a sole trader.

How to file your tax return in FreeAgent as a director of a limited company

Here are the simple steps you can take to file your tax return from FreeAgent directly to HMRC as a limited company director.

How to pay your Self Assessment tax bill

Filed your return? Brilliant! But you’re not quite there yet! Here’s how to make sure you pay your tax bill on time.

How long will it take for my tax bill payment to reach HMRC?

There a number of different ways to pay your tax bill and each method takes a different amount of time to process before your payment can reach HMRC. To help you plan to pay your tax bill on time, here’s a breakdown of how long it will take for your payment to reach HMRC through each of the methods available

After the deadline

Missed the Self Assessment deadline? Here’s why you shouldn’t panic

It’s going to be OK! Simply follow this guide to minimise the impact of forgetting to file your Self Assessment tax return on time.

How to change your tax return when it’s already been filed

Made a mistake on your tax return? No problem - here’s how to fix it.

How long does it take to get a tax refund?

Due a tax refund? Here’s some guidance on how long you can expect to wait for it.