Self-Assessment Tax Return Year Ended 05/04/2020

Can be used by anyone with an income of up to £100,000.00

Please note that all fields marked on the Self-Assessment Tax Return below with (*) must be completed by you before the form will submit to HMRC.

Please only complete the sections relevant to you.

Page 1 of 17

SECTION (1) - About You:

Back

Page 2 of 17

SECTION (2) - Contact Details:

Back

Page 3 of 17

SECTION (3) - Further Details:

Back

Page 4 of 17

SECTION (4) - Self-Employed Trading Details:(Complete this section if you had any Self-Employed Income during Year Ended 05/04/2020. You can skip this section if you did not have any Self-Employed Income)

Back

Page 5 of 17

SECTION (5) - Employed Income:(Complete this section if you had any Employed Income during Year Ended 05/04/2020. You can skip this section if you did not have any Employed Income)

Back

Page 6 of 17

SECTION (6) - UK Property Income:(Complete this section if you had any Income From UK Property during Year Ended 05/04/2020. You can skip this section if you did not have any UK Property Income)

Back

Page 7 of 17

SECTION (7) - Dividend Income From UK Companies:(Complete this section if you had any Dividend Income during Year Ended 05/04/2020. You can skip this section if you did not have any Dividend Income)

Back

Page 8 of 17

SECTION (8) - Deductions & Allowances:(Complete this section if you have already paid some Income Tax during Year Ended 05/04/2020)

Back

Page 9 of 17

SECTION (9) - Total Income Calculation:(Year Ended 05/04/2020)

Income Received (before tax taken off):

(9.1). Employed Income:

(9.2). Self-Employed Income:

(9.3). UK Land & Property Income:

(9.4). Dividend Income:

(9.5). TOTAL INCOME RECEIVED:

(9.6). Personal Allowance:

(9.7). Taxable Income After Allowances:

(9.7a). Dividend Basic Rate Tax Calculator:

Back

Page 10 of 17

SECTION (10) - Self-Assessment Income Tax:(Year Ended 05/04/2020)

Tax Bands:(Year Ended 05/04/2020)

(10a). Income Tax Rate Band Calculator - NO DIV:

(10.1). Income taxable at Basic Rate of 20%:

Back

Page 11 of 17

SECTION (11) - National Insurance Contributions:(Year Ended 05/04/2020)

(11.1c). Plus Class 4 National Insurance Contributions Conditional Calculator:

Back

Page 12 of 17

SECTION (12) - Total Income Tax & National Insurance Contributions:(Before Reliefs & Deductions)

Back

Page 13 of 17

SECTION (13) - Minus Relief for Finance Costs:(Year Ended 05/04/2020)

Back

Page 14 of 17

SECTION (14) - Minus Tax Already Deducted:(Year Ended 05/04/2020)

Back

Page 15 of 17

SECTION (15) - HOW MUCH YOU OWE HMRC:(Year Ended 05/04/2020)

Does this Tax Return contain provisional or estimated figures?*

Yes

Back

Page 16 of 17

Do you need to submit a Self-Assessment Tax Return to HMRC?No

SECTION (1) - About You

(1.1). TitleMr

(1.2). First name

(1.3). Middle name

(1.4). Surname / Last name

(1.5). Date of Birth

(1.6). GenderMale

(1.7). National Insurance Number

(1.8). UTR Number

SECTION (2) - Contact Details

(2.1). House name or number

(2.2). Street name

(2.3). Area / Locality

(2.4). Town or City

(2.5). County

(2.6). Postcode

(2.7). Mobile phone number

(2.8). Home phone number

(2.9). E-Mail address

SECTION (3) - Further Details

(3.1). Marital statusSingle

(3.2). Are you registered blind?No

(3.3). Is your partner registered blind?No

SECTION (4) - Self-Employed Trading Details

(4.1) Did you receive any Self-Employed Income during Year Ending 05/04/2020?No

(4.2). Business or Trading name

(4.3). Business description

(4.4). Business / Trading Address (unless working from home)

(4.5). Business phone number

(4.6). Business mobile phone number

(4.7). Business e-mail address

(4.8). Business website address

SECTION (4a) - Self-Employed Income / Revenue

(4a1). Sales / Turnover

(4a2). Any other business income

(4a3). TOTAL INCOME FOR YEAR

SECTION (4b) - Expenses & Costs

(4b1). Cost of goods bought for resale or goods used

(4b2). Construction Industry - payments to subcontractors

(4b3). Wages, salaries & other staff costs

(4b4). Car, van & travel expenses

(4b5). Rent, Rates, power & insurance costs

(4b6). Repairs & maintenance of property & equipment

(4b7). Phone, fax, stationery and other office & admin costs

(4b8). Advertising & business entertainment costs

(4b9). Interest on bank & other loans

(4b10). Bank, credit card & other financial charges

(4b11). Irrecoverable debts written off

(4b12). Accountancy, legal & other professional fees

(4b13). Depreciation & Loss / Profit on sale of assets

(4b14). Any other business expenses

(4b15). TOTAL COSTS & EXPENSES

SECTION (4c) - Net Profit / (Loss)

(4c1). NET PROFIT / (LOSS)

SECTION (5) - Employed Income

(5.1). Did you have any Employed Income between 06/04/2019 & 05/04/2020?No

(5.2). Employer's name

(5.3). Employer's PAYE reference (NNN/XXXXXX)

(5.4). Pay from this employment before tax was taken off

(5.5). UK Tax taken off (deducted)

SECTION (6) - UK Property Income

(6.1). Did you have any UK Land & Property Income?No

(6.2). Number of properties rented out?

(6.3). Total rents & other income received from property

Expenses

(6.4). Rent, rates & insurance

(6.5). Repairs, renewals & maintenance

(6.6). Loan interest & other financial costs (non-residential properties)

(6.7). Legal, professional & management fees

(6.8). Costs of services provided, including wages

(6.9). Other allowable expenses

Residential Property Finance Costs

(6.10). Interest etc on residential properties

(6.11). Allowable as an expense (25% of costs)

(6.12). TAXABLE PROFIT FOR THE YEAR

(6.13). LOSS TO CARRY FORWARD

SECTION (7) - Dividend Income From UK Companies

(7.1). Did you have any Dividend Income from UK companies?No

(7.2). Company or organisation name

(7.3). The total number of Shares held in the company

(7.4). Date the dividend was paid

(7.5). Total value of dividends received

SECTION (8) - Deductions & Allowances

(8.1). C.I.S. Deductions Suffered

(8.2). UK Tax deducted at source from Employed Income£0.00

SECTION (9) - Total Income Calculation

Income Received (before tax taken off)

(9.1). Employed Income

(9.2). Self-Employed Income

(9.3). UK Land & Property Income

(9.4). Dividend Income

(9.5). TOTAL INCOME RECEIVED£

Minus - Personal Allowance

(9.6). Personal Allowance£12,500

(9.6a). Dividend Allowance£2,000

Taxable Income

(9.7). Taxable Income After Allowances

Have you updated your Total Income figure by clicking the "Update & Confirm Total Income" button at the top of this page?

SECTION (10) - Self-Assessment Income Tax

(10.1). Income taxable at Basic Rate of 20%

(10.1a). Income taxable at Basic Rate of 20%

(10.1b). Income Tax Due at 20%

(10.2). Income taxable at Higher Rate of 40%

(10.2a). Income Tax Due at 40%

(10.3a). Dividends taxable at Basic Rate of 7.5%

(10.3b). Dividends taxable at Basic Rate of 7.5%

(10.3c). Dividends Tax Due at 7.5%

(10.4). Dividends taxable at Higher Rate of 32.5%

(10.4a). Dividends Tax Due at 32.5%

(10.5). TOTAL INCOME TAX DUE

SECTION (11) - National Insurance Contributions

(11.1). Plus Class 2 National Insurance Contributions£159

(11.1a). Plus Class 4 National Insurance Contributions at Basic Rate

(11.1b). Plus Class 4 National Insurance Contributions at Upper Rate

(11.3). TOTAL NATIONAL INSURANCE CONTRIBUTIONS DUE

SECTION (12) - Total Income Tax & National Insurance Contributions

(12.1). TOTAL INCOME TAX & N.I.C. DUE

SECTION (13) - Minus Relief for Finance Costs

(13.1). Maximum Allowable Relief - Finance Costs

(13.2). Maximum Allowable Relief - Property Business Profits

(13.3). Maximum Allowable Relief (Lowest Value Used)

SECTION (14) - Minus Tax Already Deducted

(14.1). Tax already deducted from Employed Income

(14.2). C.I.S. Tax already deducted from Self-Employed Income

(14.3). TOTAL TAX ALREADY DEDUCTED FROM TAXABLE INCOME£0

SECTION (15) - HOW MUCH YOU OWE HMRC

(15.1). TOTAL TAX & N.I.C. OWED TO HMRC

Does this Tax Return contain provisional or estimated figures?

Please make sure you print & save a copy of this Tax Return Summary before you continue.

Back

Page 17 of 17

SECTION (17) - Declaration:

I declare that the information I've given on this tax return is correct and complete to the best of my knowledge and belief.

I understand that by submitting this tax return I am authorising Tax50 to send my information in the form of an Automated Self-Assessment Tax Return (SA100) to HMRC which could be amended by me at any time within the next two years if necessary. I am also happy to receive a copy of my Automated Self-Assessment Tax Return (SA100) after it has been submitted to HMRC, without any further consent being required. I understand the charge for this service is £50.00. I understand that I will be redirected to the PayPal payment page when I click the "Submit This Tax Return" button. I understand that once payment of the filing fee of £50.00 has been made, this Automated Self-Assessment Tax Return will be submitted to HMRC for processing.

You can review our Terms & Conditions here: Visit Our Terms & Conditions Page

Accept terms and conditions:*

Please enter the security code

Security Code (lowercase letters)

Back

Submit This Tax Return

Avoid a late filing penalty!

Simple process!

Calculates everything for you!

Guaranteed to be accepted by HMRC!

Please complete the Self-Assessment Tax Return form above and you will be taken to the Tax50 secure PayPal checkout where you can pay £50.00 as the filing fee using any major debit or credit card.

As a result of the HMRC acceptance process being fully automated, in the unlikely event that HMRC requests further information from you in the future, Tax50 will be here to help you prepare and submit an amended Tax Return to HMRC. This is one of our cost effective Tax Solutions that is designed to help you maintain your integrity and convenience while you manage your wealth. Do not hesitate to contact our team if you have any questions or require any further information when completing this form. Our dedicated team of professionals is happy to help you.

You don't need to be registered with any other accountant. This makes it easy for you to engage Tax50 directly to prepare your accounts if necessary. When your Automated Self-Assessment Tax Return is received by HMRC, we will automatically request an Authorisation Code from them. As a result of this system, you can formally register Tax50 as your accountant with HMRC and take advantage of our great Accounts & Tax Solutions. This entire process can be done in as little as ten minutes.