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Introduction to Beyond the Numbers

Self assessment tax returns

People and business who have income other than wages, pensions and savings will have to complete a self assessment tax return.

There are various reasons why you might need to get registered for self assessment and complete a self assessment tax return each year.

Some of the reasons may be:

  • You receive dividends or other investment income not taxed at source
  • You own a rental property
  • You sell a property other than you main residence
  • You become a director of a company
  • You have a sole trader business or you are a partner in a partnership
  • You are a higher rate taxpayer and you make pension contributions

If you fall into one of these or some other categories you will need to send a tax return to HMRC after the 5th April each year and before the filing deadline of 31st January if you are filing your return online.

You can complete and file your tax return using the HMRC website if you are able to log into the Government gateway. However many people find that they need help in completing and filing tax returns as they don’t have the knowledge or experience to make sure that they get it right.

We are here to help you if you would like us to do this for you and we make sure that we use our knowledge and expertise together with HMRC’s toolkits to make sure that we get it right for you on time every time.

If you would like to chat about this or anything else, why not get in touch?

  • I work with Val and beyond the Numbers, because they are exactly that..more than just the numbers. They work hard to understand my business, understand the business needs that are unique to me. They then shape the support and service around those needs.

    What I particularly like is that they are up for doing all sorts of support, from basic book-keeping, through to strategic challenge and insight. Trusted partners.

    Martin Ewart, Bigwheel Leadership Ltd

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