Self – Assessment Tax Return – Easy Guide, Part 6

How to complete the paper form

AS MANY AS EIGHT IN 10 TAXPAYERS NOW FILE THEIR SELF-ASSESSMENT TAX RETURNS ONLINE, BUT IF YOU PREFER TO SUBMIT A PAPER FORM, YOU ARE ENTITLED TO DO SO

The paper version of the self-assessment tax return is a six-page form, but many taxpayers are then also required to complete some additional supplementary pages. Paper tax returns must be filed by 31 October each year, but if you miss this deadline, you can still avoid a fine by submitting an online tax return by 31 January instead.

Sections of the main tax return:

  • The first page of your return includes a reminder of the submission deadlines for both the paper and online returns.
  • You are then asked to enter your personal details, including your date of birth and telephone number.
  • The next section is a summary of your types of income for the year. You don’t need to fill in amounts on this page — simply tick the box for types of income that fit your circumstances.
  • If you tick a box, check there is a section on your return for this type of income. If not, you may have to complete supplementary pages, which are available upon request from HMRC.
  • The next sections of the tax return are for income, including savings and investment
    income, plus income from benefits, pensions and other miscellaneous sources.
  • The following page covers the most common forms of tax relief that may be available to you, including Married Couples’ Allowance, Gift Aid and payments into registered pension schemes.

The final pages of the paper tax return are more administrative. These sections deal with:

  • Any tax already repaid to you by HMRC or Jobcentre Plus;
  • The bank account into which any further repayments should be made by HMRC;
  • How you would like to pay any tax owing (for example, through PAYE);
  • Contact details for your tax adviser (if you have one);
  • Any other information;
  • Signing the tax return.

Completing the supplementary pages of the form

Some people are sent supplementary pages automatically, but you may need to request these from HMRC in order to make a full return. You can do this by telephoning HMRC on 0300 200 3310, or you can download the pages you need from the HMRC website.

Supplementary pages include:

  • Additional Information (form SA101);
  • Employment (E1/E2);
  • Self-employment (SES1/SES2 or SEF1 to SEF6);
  • Partnership (SP1/SP2 or FP1 to FP4);
  • UK Property (UKP1/UKP2);
  • Foreign (F1-F6);
  • Trusts, etc. (T1/T2);
  • Capital Gains (GC1/CG2);
  • Lloyd’s Underwriters (LU1 to LU4);
  • Non-resident (NR1/NR2);
  • Minister of Religion (MoR1/MoR2).

Short tax returns

Some employees, pensioners and self employed people with a turnover under £73,000 are sent a simplified four-page short tax return. You can’t ask for this – HMRC decides who gets it. You also can’t fill in the short return online, though you can choose to complete the full online return instead. If your circumstances have changed since last year, or you think you should fill out the full return, you need to decide if you are still eligible to fill in the short form. If in doubt, contact HMRC.

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