Work out if you need to file, estimate your tax bill, and know exactly what to do next.
Tick everything that applies to your 2024/25 tax year (6 April 2024 to 5 April 2025). We’ll tell you if HMRC requires a return from you.
Enter figures for the 2024/25 tax year. Leave blank anything that doesn’t apply.
Your total gross salary before tax and NI. Check your P60 or payslip.
From your P60 — the income tax deducted by your employer.
Income minus allowable business expenses. Not turnover.
Total rent received minus allowable expenses (not mortgage capital).
From shares, funds, or a limited company. First £500 is tax-free (2024/25).
Foreign income, tips, interest above savings allowance, etc.
These reduce your taxable income or the tax you owe. Enter what applies — leave blank if not relevant.
Include relief at source top-up. Higher rate relief is claimed through SA.
Total amount donated — the charity claims basic rate relief. You claim higher rate via SA.
Up to £1,260 transferred from a non-taxpaying spouse. Worth £252 tax reduction.
Declare if self-employed or earning above your plan threshold.
Based on what you’ve entered. This is a guide — your actual liability depends on your specific circumstances.
Key deadlines, what to gather, and where to go from here.
If this is your first Self Assessment you need to register with HMRC. For the 2024/25 tax year the deadline to register is 5 October 2025. You can register at gov.uk/register-for-self-assessment. You’ll receive your UTR number within 10 working days.