If you need to file a self assessment tax form in the UK to work out your income tax you have a number of options. You can fill in a paper tax return, do the online return, use some 3rd party tax software, or pay someone else to do it for you.
I’m going to show you what the HMRC online self assessment forms are like, from the beginning to the end.
To start off you log into the system and choose the option to ‘File a return’.
You’ll get an explanation of who can use the online self assessment, and who can’t. As long as your financial isn’t too exotic you should be able to use the online tax forms.
To get started you’ll need to confirm some personal details about your name, national insurance number, etc. Most of these should have been filled in for you already, so you only need to update them if necessary.
In the ‘Tailor your return’ section you need to enter some high level details about your financial situation, such as whether you are employed, self-employed, have received bank interest, have other income, and more. The answers to these questions will set up which parts of the form you’ll see later on. Don’t worry too much about getting your answers correct first time. Up until the point that you make the final submission, you can go back and change any parts of the self assessment form later.
If you are stuck on any section you can click on the green question marks next to the boxes, and you’ll get a pop-up with help messages in it.