Do I need to fill out a tax return?

NH2004

I was fortunate enough to recieve a promotion last year which took my annual salary into the higher tax bracket.

I am a little unclear as to whether I need to fill out a tax return? And if I do, will I have one automatically sent to me?

To paint a general financial picture my salary was roughly £45000 incl back pay.
From this I pay around £3700 a year into my works pension & AVC schemes, which is deducted automatically from my salary.

I earnt roughly £600 net in savings interest and £17 in shares dividends. (This I believe I have only paid the basic rate of tax on?)

Further to this I have paid around £600 in Gift Aid payments and pay £200 a year in professional membership fees, which I believe I can claim tax back on?

As you can see my tax liability would be quite small, so do I have to fill out a full tax return?

malcindebt

You will not be expected to complete a tax return as you do not meet the criteria.

I would advise however that you write to your local tax office (obtain address from employer) and advise the interest, dividends, professional subscription (how much and who to), and gift aid payments.

This will enable the tax office to calculate any possible underpayment/overpayment due and will ensure that you are issued with an income review form once every 2-3 years.

jem16

You may only require to fill in the small tax return.

Your best bet is to phone HMRC and ask them. That way you keep yourself right.