Do I need to fill in a tax return?

You’ll need to send a tax return if any of the following apply, in the last tax year

 

 

  • You were self-employed – you can deduct allowable expenses
  • You got £2,500 or more in untaxed income, for example from tips or renting out a property – contact the helpline if it was less than £2,500
  • Your income from savings or investments was £10,000 or more before tax
  • Your income from dividends from shares was £10,000 or more before tax
  • You made profits from selling things like shares, a second home or other chargeable assets and need to pay Capital Gains Tax
  • You were a company director – unless it was for a non-profit organisation (such as a charity) and you didn’t get any pay or benefits, like a company car
  • Your income (or your partner’s) was over £50,000 and one of you claimed Child Benefit
  • You had income from abroad that you needed to pay tax on
  • You lived abroad and had a UK income
  • Your taxable income was over £100,000
  • You were a trustee of a trust or registered pension scheme
  • You had a P800 from HMRC saying you didn’t pay enough tax last year – and you didn’t pay what you owe through your tax code or with a voluntary payment
  • Your State Pension was more than your Personal Allowance and was your only source of income – unless you started getting your pension on or after 6 April 2016.

 

Certain other people may need to send a return (for example ministers of religion or Lloyd’s underwriters) – you can check whether you need to. You usually won’t need to send a return if your only income is from your wages or pension.