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Don't have to file your Self Assessment return

dunnm1
Posts: 264 Forumite

Inspired by a similar thread & lighthearted.
After nearly 30 years I have not been reminded to do SA nor do I expect to.
Started as a low earner but with some company shares, paid early because of a takeover, I self declared, not run their course, 50+ other people in the company, who did nothing, never got any comeback.
Always been PAYE but ignorance has over the years left me owing.
Once, early 2000s, owed £50ish they fined me £100 for late payment (fair cop), fought hard for rule at time can't fine more than owed finally won.
Child Benefit pay back every year.
Too much interest on savings.
Spurious anomalies with PAYE.
Idiot tax 40% - for not paying in pension (ok my fault, finance should be taught in school, who needs French or Drama).
Anyways, gone from 100k to 20k as regards job. But want to file, I know I can but would have been nice to have been asked after all these years.
Want to claim for washing my own uniform (lab coat) and paying Professional body Membership. I reckon at least £40 tax back to me.
What's the odds my PAYE is wrong like it has been most years!
After nearly 30 years I have not been reminded to do SA nor do I expect to.
Started as a low earner but with some company shares, paid early because of a takeover, I self declared, not run their course, 50+ other people in the company, who did nothing, never got any comeback.
Always been PAYE but ignorance has over the years left me owing.
Once, early 2000s, owed £50ish they fined me £100 for late payment (fair cop), fought hard for rule at time can't fine more than owed finally won.
Child Benefit pay back every year.
Too much interest on savings.
Spurious anomalies with PAYE.
Idiot tax 40% - for not paying in pension (ok my fault, finance should be taught in school, who needs French or Drama).
Anyways, gone from 100k to 20k as regards job. But want to file, I know I can but would have been nice to have been asked after all these years.
Want to claim for washing my own uniform (lab coat) and paying Professional body Membership. I reckon at least £40 tax back to me.
What's the odds my PAYE is wrong like it has been most years!
0
Comments
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I was expecting the "you need to file SA" notification the minute the new tax year started as in past years.
It has just appeared 5 minutes ago.1 -
I received the 'you need to file' SA this morning. I filed it 5 days ago. Sigh!#2 Saving for Christmas 2024 - £1 a day challenge. £325 of £3661
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Some have been taken off SA against their will for not really needing to file. I would probably fit into that category, but have so far slipped under the radar. My invitation was received on Tuesday 8th, so fairly promptly.1
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My wife who finished work last year could not reclaim overpaid tax until she filed self-assessment for 24-25.
Received notification to file self-assessment (and done).
Yesterday (but dated April 1) she received notification from HMRC that she no longer needs to complete self-assessment!1 -
On the contrary I welcome having to self assess in retirement.
All my varied income sources are either received untaxed ( dividends, interest, rents, Sipp) or are tax free (ISAs).
Managing these diverse income sources culminating with the requirement to self assess and pay tax half yearly, helps sustain a certain level of mental acuity albeit no way near that required by my previous career, but every little bit helps.1
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