How to fill in a tax return form

PaulDesmond

Hi. As of April next year, my combined pension will exceed my tax free coding. I have calculated this all out and takin into consideration proposed new state pension and possible coding increase. What I would like to know is How do I do this. I would preferer to do this on paper. That way I get to keep a copy of it and to use it as a reference point for future years. Is there anyway I could download a form now to see what I would be up against?

 Also on last nights show of the Martin Lewis program, he said that people need to fill out these forms and send them in by the 31st January. Why? If the tax period is up to the 31st March, you would not be able to fill the form in correctly.

Dazed_and_C0nfused

Have you actually been asked to complete a Self Assessment return?

The Self Assessment deadline of 31 January 2023 is for the 2021:22 tax return i.e. the year to 5 April 2022.

Mutton_Geoff

PaulDesmond said:

Hi. As of April next year, my combined pension will exceed my tax free coding. I have calculated this all out and takin into consideration proposed new state pension and possible coding increase. What I would like to know is How do I do this. I would preferer to do this on paper. That way I get to keep a copy of it and to use it as a reference point for future years. Is there anyway I could download a form now to see what I would be up against?

 Also on last nights show of the Martin Lewis program, he said that people need to fill out these forms and send them in by the 31st January. Why? If the tax period is up to the 31st March, you would not be able to fill the form in correctly.

As D&C says, that deadline is for last tax year 2021/22 - and it is for electronic submission only. Had you wanted to submit a paper return, that deadline passed end of October.

In your case, it's your 2022/2023 tax return that would need to show the increased income. Can your pension providers not do this via your tax code? Secondly, if you are only going to be marginally above the threshold, can you pay that amount (subject to tax rules) back into a SIPP to lower your taxable pay below the threshold?

There is no problem submitting your return electronically as you can print out (or save a pdf of) your return in any case. To make things easier/clearer than dealing with a .gov.uk online form, I prefer to spend the money on Taxcalc (no connection, just a happy customer).

https://www.taxcalc.com/

PaulDesmond

You have not read what I said. I was clear. I have no intention of filling out a tax statment for the yeard 2021-2022. I did point this out.

I said that I wanted a paper for as an EXAMPLE for what I would have to fill in. I stated this also clearly.

I have multipul pensions. They would all have to submit information from various parts of the country and the tax man has to put it all together.

simply put as I did so, can I get a typical hard copy. or do I have to do thousands of screen prints of every web page myself.

Not answered...
Also on last nights show of the Martin Lewis program, he said that people need to fill out these forms and send them in by the 31st January. Why? If the tax period is up to the 31st March, you would not be able to fill the form in correctly.

HappyHarry

PaulDesmond said:

Not answered...
Also on last nights show of the Martin Lewis program, he said that people need to fill out these forms and send them in by the 31st January. Why? If the tax period is up to the 31st March, you would not be able to fill the form in correctly.

Martin meant that to complete a tax return for the 2021/2022 tax year, the forms must be submitted by 31st January 2023.

In your circumstances, you are talking about the 2023/2024 tax year, so your deadline for submission would be 31st January 2025.

PaulDesmond

Yes you are correct. You do not fill out a tax return form for the years 2023-24. I know i am Irish but not totaly stupid. I was clear that this is new to me and I would like a SAMPLE.

Oxford dictionary

a small amount of a substance taken from a larger amount and tested in order to obtain information about the substance.

Also, if I wanted to supply a tax return in paper form for the tax year 2023-24, I would have to submit this in October. That would require a Christal ball to complete.

Mutton_Geoff

HappyHarry said:

Martin meant that to complete a tax return for the 2021/2022 tax year, the forms must be submitted by 31st January 2023.

In your circumstances, you are talking about the 2023/2024 tax year, so your deadline for submission would be 31st January 2025.

Or 31st October 2024 since the OP has stated he prefers paper submissions as opposed to "thousands of screen prints". I have one summary pdf page for my return, the detail available in the depths of the tax return, also saved as a small pdf.

OP, not sure why you need to download or see a tax form. Personal taxation is fairly easy to work out. Just add up all your income statements and see where you lie in the tax bands.

Everything above £12,570 taxed at 20% until £50,270 then it's 40% etc.

As I mentioned, you can reduce taxable income by making new pension contributions to a SIPP.

https://www.gov.uk/income-tax-rates

I'd suggest your dictionary quote is wrong since you probably want sight of a whole tax return rather than a small sample of it to see where you stand. Not sure if you've had a search for it, but this year's form is at https://www.gov.uk/government/publications/self-assessment-tax-return-sa100

PaulDesmond

As someone new to this, I would know exactly what you meant by SIPP! If anyone has a PDF copy of a tax return form could they send it yto me please. That is what I need. If I fave to fill in a paper one, for the year 2023-24 then I have until 31st October 2024 to fill this in. Is this correct.

Also if I buy something for busness purposes, I could claimm some tax releif on the purchase. Can this be done on lin? As a writer I would need a new computer.

HappyHarry

PaulDesmond said:

I know i am Irish but not totaly stupid.

You are coming across as such by not reading what you have been told,

Also, if I wanted to supply a tax return in paper form for the tax year 2023-24, I would have to submit this in October. That would require a Christal ball to complete.

Yes, but the October you are referring to here would be October 2024, so you would not need a crystal (or even Christal) ball.

dunstonh

I said that I wanted a paper for as an EXAMPLE for what I would have to fill in. I stated this also clearly.

Why do you think you would have to fill one in?

I have multipul pensions. They would all have to submit information from various parts of the country and the tax man has to put it all together.

But that doesnt trigger a need for a tax return.

simply put as I did so, can I get a typical hard copy. or do I have to do thousands of screen prints of every web page myself.

Thousands of screen prints of what?   Even in the unlikely event, you get a tax return, you may just get the short version which is only a few sides and asks you to list your income.

Also on last nights show of the Martin Lewis program, he said that people need to fill out these forms and send them in by the 31st January. Why? If the tax period is up to the 31st March, you would not be able to fill the form in correctly.

Already answered before you asked that question in post #2.  Or would you like to get an Oxford dictionary definition of that?

PaulDesmond

And with the on-line form can also you to get tax releif on a computer or chair or any other things you might want to purchase. There is a seperate section on the form for purchases (I have never seen a returns form which is why I wanted one.) I still don't see the problem of obtaining a sample 2021-22 for for the purpose of SAMPLE.