Self Assessment Forms

We aim to keep the below section updated, however HMRC’s system is dynamic and therefore not all options may be up to date. Please check with HMRC if you have any queries with the questions on your tax return form.

We have created detailed guides to help you navigate each section of the HMRC Self Assessment tax return process.

Please check questions carefully on the HMRC website, and check with their teams if any queries, as the content may change from the guidance below.

Step 3: Tailor Your Return #

This section helps you customise your tax return based on your personal circumstances. We’ve split this into separate guides for easier navigation:

• HMRC Tax Return – 3: Tailor Your Return (Overview) – Start here for an overview of all questions
• HMRC Tax Return – 3a: Employment & Self-Employment – Page 1 questions
• HMRC Tax Return – 3b: Income & Benefits – Page 2 questions
• HMRC Tax Return – 3c: Pensions, Relief & Final Questions – Page 3 questions

Step 4: Fill In Your Return #

Once you’ve tailored your return, you’ll need to complete the relevant sections:

• HMRC Tax Return – 4: Fill In Your Return (Employment)
• HMRC Tax Return – 4: Fill In Your Return (Self-Employment)