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Guidance

Private and personal expenditure toolkit

Get help if you’re a tax agent or adviser who has clients with private and personal expenditure to declare on Self Assessment tax returns.

Updates to this page

From:
HM Revenue & Customs
Published:
1 May 2014
Last updated:
29 April 2022
Show all updates

  1. The Private and personal expenditure toolkit: Self Assessment Tax Returns (2016 to 2017) has been removed.

  2. Agent toolkit for private and personal expenditure updated for 2021 to 2022.

  3. Agent toolkit for 'Private and personal expenditure' added for 2020 to 2021.

  4. Agent toolkit for 'Private and personal expenditure' added for 2019 to 2020.

  5. Agent toolkit for 'Private and personal expenditure' updated for 2019.

  6. Agent toolkit for 'private and personal expenditure' updated for 2017 to 2018.

  7. Agent toolkit for 'Private and personal expenditure' updated for 2016 to 2017.

  8. The Private and Personal Expenditure Agent Toolkit for 2015 to 2016 is now available.

  9. Agent toolkit for private and personal expenditure updated for 2014 to 2015.

  10. First published.

Documents

Private and personal expenditure toolkit: Self Assessment Tax Returns (2021 to 2022)

ODT, 73.8 KB

This file is in an OpenDocument format

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Private and personal expenditure toolkit: Self Assessment Tax Returns (2020 to 2021)

ODT, 72.2 KB

This file is in an OpenDocument format

Private and personal expenditure toolkit: Self Assessment Tax Returns (2019 to 2020)

PDF, 871 KB, 21 pages

Private and personal expenditure toolkit: Self Assessment Tax Returns (2018 to 2019)

PDF, 1010 KB, 21 pages

Private and personal expenditure toolkit: Self Assessment Tax Returns (2017 to 2018)

PDF, 955 KB, 22 pages

Details

Find out about common errors on private and personal expenditure in tax returns if you’re a tax agent or adviser.

This guidance may also be helpful to anyone who is completing an Income Tax Self Assessment tax return.

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