Getting started with Self Assessment
Learn how to complete your tax return with TaxCalc with our simple how to videos.
1. HOW TO DOWNLOAD TAXCALC
Download and install TaxCalc
2. HOW TO UPDATE TAXCALC
Updating TaxCalc to the latest version
3. FILE YOUR RETURN
Filing your tax return online
4. IMPORTING A TAX RETURN
Bring data from a previous return into this year
5. IMPORT MULTIPLE TAX RETURNS
Import multiple returns from last year
6. CREATING PDF COPY
How to make a printable copy of your tax return
7. AMEND A TAX RETURN
Make changes to your tax return if you've already filed online
8. LOCATE A MISSING TAX RETURN
How to find a tax return if yours is missing
How to complete your tax return with TaxCalc
There are many reasons why you may need to complete a tax return. If, for example, you are Self Employed and earned over £1,000 or are a Partner in a business partnership.
To find out if you need to complete a tax return, please see the Tax Return Checker tool on HMRC's website.
There's also a link to the HMRC Child Benefit tax calculator to check your Child Benefit tax status.
For further information on Self Assessment scenarios go to the Frequently Asked Questions section of this guide.
We're an award-winning, HMRC recognised software provider. Tens of thousands of people like you trust us to file their returns online every year.
TaxCalc is known for being the simplest way to file your return. Our unique SimpleStep® asks questions and then takes you to the relevant section of your return.
You don't need any previous experience just some paperwork, a cup of tea and half an hour!
We pride ourselves on our UK-based free telephone and email support. Coming up to deadline day, Thursday 31st January 2019, we offer extended support hours for our customers.
Please note: it may take up to a week to receive your details from HMRC. Don't leave it to the last minute!
Before you can complete a Self Assessment tax return, you'll need to be registered with HMRC to inform them that a tax return is required. You can register with HMRC using one of the following methods:
Register Online – follow the links at www.gov.uk/register-for-self-assessment to complete online registration.
Register by Phone – contact 0300 200 3310.
Register by Post – download and complete form SA1 and post to your local tax office.
To complete your registration by any of these methods you’ll need:
- National Insurance Number
- Your personal details
- Any details of your business or change of circumstances which mean you need to complete a return
To file online, you'll also need to register with HMRC Online Services. To do this, you'll need your Unique Tax Reference Number and your National Insurance Number or postcode.
Once you have this information, you can go to HMRC's Registration page and follow the relevant instructions to complete your registration for online services.
When you've completed the registration, HMRC will send you an Activation Code with instructions for activating your account. Once activated, you will receive your HMRC User ID and password.
You're now fully registered and can complete and submit your tax return online.
The deadline to file your Self Assessment tax return online to HMRC for the tax year is 31st January.
Try not to leave it to the last minute!
Paying tax through your tax code
If you owe up to £3,000 of tax to HMRC and are a PAYE employee, it's important to file on or before 30 December 2018 to avoid having to pay any tax you owe in one lump sum.
Your tax code will be adjusted and any money you owe will be deducted from your salary each month over the following 12 months.
Our SimpleStep® process will guide you through your tax return and ask for relevant information based on your answers.
If you want to make the process as efficient and simple as possible, it's always best to be prepared and have everything to hand before you start completing your tax return. If you're unsure, don't panic. You can always save your progress, find the required paperwork and return to enter any outstanding information.
Here are the most common things you may be asked for:
- P60 or P45 showing your taxable income and tax deducted for the year.
- P11D showing benefits and expenses (if you receive any).
- Details of any other business expenses not reimbursed by your company (professional subscriptions, mileage, etc).
Details of income received from Partnerships. You should receive a Partnership Statement that declares the income you should enter into your tax return.
Interest & dividends
Statements of interest received and tax deducted from your banks, building societies and other savings investments.
Dividend vouchers received from shareholdings, showing the income received.
Rental incomeIf you let a property (or multiple properties), or part of your own home (rent a room), you'll need to obtain all information in relation to income and relevant expenditure on these properties.
Foreign incomeIf you receive any income from overseas, you'll need details of this – for example, foreign dividends and bank interest.
Pension contributions and Gift Aid DonationsDetails of all contributions into pension schemes and details of any Gift Aid donations.
Income from private pensionsPension providers should provide a P60 at the end of the year, showing Taxable Income and Tax Deducted.
State pensionHMRC will not provide a P60 but you simply need to calculate what your annual entitlement was for the year.
Capital GainsIf you have disposed of any assets such as property or shares, you should have details of purchase prices and disposal proceeds.
Choose the year you need to complete a Self Assessment tax return for, by clicking on the relevant icon.
Once within your chosen tax year, click on the Create New SA100 button (SA100 is your tax return).
This will open up a new Self Assessment return.
Choose SimpleStep® questionnaire mode to enter your data into your return. Navigating the Self Assessment return is easy. Simply use the Next Step and Previous Step buttons to move through your return.
SimpleStep® works by only revealing to you the parts of the tax return you need to complete, based on the answers to questions it asks you. This means that most people can ignore large parts of the tax return and focus on the parts they need to complete.
The first details you'll be asked for are your personal details and tax details, such as your National Insurance Number and your Unique Taxpayer Reference (UTR), both of which are usually shown on any letter from HMRC.
As you work your way through SimpleStep®, TaxCalc is completing your return in the background. TaxCalc handles all the calculations for you. Once you've completed your return, our unique Check & Finish error checker validates the entries in your return.
Check & Finish is great because it's like a second pair of eyes. If anything requires your attention, Check & Finish will tell you, suggest a solution and take you to where the problem lies.
Filing your tax return is easy! TaxCalc will guide you through the process; simply follow the onscreen instructions.
Frequently Asked Questions
NON-RESIDENT TAX RETURN
Despite being Non-Resident in the UK, HMRC has requested
I submit a UK tax return in relation to my UK property which
is being rented out. However, they have said that I can't use
their online service to file my tax return. Will TaxCalc be able
to do this?
Yes! TaxCalc provides the SA109 ‘Residence, remittance basis
etc.’ supplementary pages that require completion as a non-
resident taxpayer in the UK. All supplementary pages are
completed by following our Q&A SimpleStep method in the
SELF-EMPLOYED CAPITAL ALLOWANCES
I'm self-employed and have purchased multiple assets in the
year, including a vehicle and machinery for use in my
business activities. I understand that I'm supposed to claim
Capital Allowances in relation to these purchases, but am
unsure what Capital Allowances are. Will TaxCalc help me?
TaxCalc software provides a Capital Allowance wizard to
assist you in making your claims for Capital Allowances. All
you need to do is enter the asset details such as cost and
dates of purchase. TaxCalc will calculate the relevant
allowances and input the information into the required
boxes on your tax return.
CAPITAL GAINS TAX – ENTREPRENEURS RELIEF
I've sold shares which qualify for Entrepreneurs' Relief, will
TaxCalc perform the relevant calculations for me?
When using our SimpleStep method, just enter your asset
details and TaxCalc will then calculate the relevant gain or
loss. It will also assist you in claiming reliefs such as
Entrepreneurs' Relief. If the selection for Entrepreneurs'
Relief is made, TaxCalc will generate the relevant
computations to attach to the tax return and perform the
tax calculation at the relevant rates.
MINISTER OF RELIGION
I hold a post as a Minister of Religion so need to complete a
tax return. HMRC has said I'll need to purchase third party
software to file my tax return online as their own offering
does not provide the relevant sections for me. Does
TaxCalc have the necessary sections for me to complete my
tax return online?
Yes! The supplementary pages SA102M ‘Ministers of religion’
are included with the product, so completing your tax return
in our software won't be a problem.
I've received a payment of discretionary income from a UK
resident Trust. Can I file my tax return using TaxCalc?
Yes! Unlike the HMRC Online Services, TaxCalc software
provides the supplementary pages SA107 ‘Trusts etc.’ that
this income will need to be declared on.
FOREIGN TAX CREDIT RELIEF
I have foreign bank interest that's been taxed in a foreign
country. I understand I may not be able to claim all of the
foreign interest suffered against my UK tax liability due to
Double Taxation Treaties. Will TaxCalc assist in what
amounts I can claim?
. TaxCalc automatically performs Foreign Tax Credit Relief
calculations and restricts the foreign tax paid amount to the
relevant figures based on the current Double Taxation Treaty
agreements. You don't need to worry about performing the
difficult calculations prior to entering your income and tax
deductions. We'll do it all for you. Just provide the data!
MULTIPLE SOURCES OF INCOME
I have multiple sources of income, including employment
income from property lettings. I'm also a member of a
Partnership. Will your standard product be suitable for my
Yes! All of our tax products contain all of the available
supplementary pages, so you can submit multiple sources of
income without incurring any additional fees. Our products
will cater for all sources of income you need to declare on
your Self Assessment tax return.
Want to read offline?Download our super-simple Self Assessment guide (PDF).
Troubleshoot common issues
If you encounter an issue when using TaxCalc check out our Knowledge Base
or these common questions below.
TaxCalc crashes during installation, or when updating with an error of 'Failed to create OpenGL'.
When attempting to file you may get a 1046 error if your username/password are not recognised.
Changing a filed return
If you need to make changes to a filed return follow these steps.
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With prices starting at just £31.00, TaxCalc simply ticks all the boxes.
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Need help from our support team?
Throughout the year our award-winning support team usually answer calls within 60 seconds,
though this may be slightly longer in January. We usually respond to emails within 1 working day.