Customs and Excise. Tax Season. SMSs are being sent to taxpayers as reminders to accept or edit their auto-assessments on eFiling by 23 November Register your profile now to ensure a smooth filing experience. No need to call us, you can register online or download the MobiApp on your phone or tablet. A SARS official will book the appointment on your behalf. You may also visit our Mobile Tax Units and pop-ups in the different regions, see the schedule here.
You can also Send us a query if you have forgotten your tax reference number, to submit supporting material and more. What to prepare before filing starts Now is a good time to get your tax matters ready to ensure a smooth filing experience! Reset your eFiling username and password if you have forgotten them. If you received a SMS from SARS, watch the easy steps in our videos on how to accept the auto assessment by clicking on the image below:. Frequently Asked Questions.
If your earnings for a given tax year are above Read More. The rebate is limited to the foreign tax payable and It's written to help you understand your Tax's and is not to be relied upon as professional accounting, tax and legal advice due to differences in everyone's circumstances. For additional help please contact our support team or HMRC. Select the income you receive and follow the hints and tips for potential tax savings.
Validate your personal information and submit directly to HMRC to get confirmation in just seconds. Gone are the days of fretting over a calculator surrounded by scraps of paper at the eleventh hour. I found the whole process refreshingly simple. I saved a lot of money too! Everything you need to do your tax. Not expensive either. Takes the stress out of doing your tax return online. Who Uses GoSimpleTax?
Trusted by over 15, subscribers You don't need to be an expert to complete your self assessment tax return. However, if you are no longer within Self Assessment, but still think you are due a refund, you may need to claim a repayment of tax each year. If you think this applies to you, take a look at How do I claim tax back?
If you have not received a tax return but you had income or capital gains on the list above , you need to notify HMRC by 5 October following the end of the tax year in which you had the income, or you may face a penalty. HMRC will then send you a tax return to complete. It is worth noting that if you notify HMRC after 5 October, provided you have paid your income tax liability in full by the usual 31 January payment deadline, HMRC may reduce the late-notification penalty to zero.
Note in these circumstances that you should also make sure you file your tax return on time see below. You can find out more on our penalties page. HMRC take the date of the first return received by them and this also triggers any late filing penalty. When you first register for Self Assessment, you may need to consider the following submission deadlines too:.
HMRC issued a return on 1 October Alfie needs to send the form to HMRC by 1 December , that is, within two months of the date of issue of the return, if he wants HMRC to calculate his tax liability for him. If Alfie is asked to send in a Self Assessment tax return after 31 July but before 31 October — let us say 1 September — he will have a period of three months beginning with the date of the notice to get the form to HMRC — so by 1 December if he is using a paper return or on or before 31 January if he is filing online.
If Alfie is sent a Self Assessment tax return after 31 October — the return, whether paper return or online filing, must be sent to HMRC within three months from the date of issue of the return. So, if he gets the notice to file on 1 December he must send the return in before 1 March If you receive Self Assessment returns and file on paper rather than online but have simple tax affairs, you may be able to receive the short tax return instead of the full Self Assessment tax return.
The short tax return is four pages long and so is around one-third the size of an average Self Assessment tax return with supplementary pages. The guidance is also much shorter and simpler. There is no need to calculate the tax on the form, but there is a two-page simple calculation to give you a rough idea of your tax liability.
The short tax return is normally issued automatically based on the information in the previous year's return. However, you need to tell HMRC if your circumstances change.
There is a list of who is able to use the short tax return at the front of the guide notes, so that you can see if you still qualify.
You cannot download the short tax return. You can only use the short tax return if HMRC ask you to. If you are not issued with an actual tax return but instead you are sent a notice requiring you to complete a tax return, you can request that a short tax return be issued to you, if appropriate.
Individuals in Simple Assessment do not have to submit a tax return to pay tax on the taxable part of their pension. For more information, visit our page What is Simple Assessment? You can find more information on Self Assessment on our page Self Assessment: understanding the basics and in the self-employment section.
There is more information on how to reclaim tax if you do not need to complete a tax return in the How do I claim tax back? Skip to main content. Do I need to complete a tax return? Updated on 15 September Tax basics. This page looks at what Self Assessment is and whether or not you need to complete a tax return. What is Self Assessment SA? Self Assessment is not a tax — it is a way of paying tax. Do I need to complete a Self Assessment tax return? Self Assessment therefore does not affect everyone and you will normally only need to complete a form if one or more of the following apply to you: You are working for yourself — you are self-employed ; You are a partner in a partnership business; You are a minister of religion — any faith or denomination; You are a trustee or the executor of an estate.
You also might need to complete a Self Assessment tax return if: You are a company director, if you have income that is not taxed under PAYE; You have untaxed income.
This could be, for example, interest that is not taxed before it is paid to you or rental income. You are non-resident and you have taxable income in the UK.
This includes non- UK resident landlords. You can find out more on GOV. What are the important deadlines and dates for Self Assessment? April after the end of the tax year The tax year ends on 5 April and shortly after this date anyone who is required to file a tax return will receive a notice advising that you must file a tax return for the tax year just ended.
Find out more on GOV. What records do I need to keep? You can keep records on paper or digitally. HMRC can charge you a penalty if your records are not complete and accurate. In Self Assessment but not self-employed If you submit your tax return on time, you should keep your records for at least 22 months after the end of the tax year.
Self-employed The normal rule for the self-employed and those letting property is to keep business records for at least five years from the 31 January submission deadline. What do I do if I no longer need to complete a tax return?
What if I have not completed a tax return previously? Notification deadline If you have not received a tax return but you had income or capital gains on the list above , you need to notify HMRC by 5 October following the end of the tax year in which you had the income, or you may face a penalty.
Submission deadlines If you have to file a Self Assessment tax return, you normally have: until 31 October to do so, if you choose to submit a paper tax return; or until the following 31 January if you file online. This means you have an additional three months for online filing compared with paper. Alfie 2: submission date for return: calculating own tax If Alfie is asked to send in a Self Assessment tax return after 31 July but before 31 October — let us say 1 September — he will have a period of three months beginning with the date of the notice to get the form to HMRC — so by 1 December if he is using a paper return or on or before 31 January if he is filing online.
What is a short tax return?
0コメント