Collection

Self Assessment: detailed information

Guidance, forms and helpsheets for Self Assessment. Including filing returns, paying your bill, refunds, penalties, and help and support.

• From: HM Revenue & Customs
• Published: 12 February 2024

Get emails about this topic

You can ask HMRC’s digital assistant to find information about Self Assessment. If the digital assistant cannot help you, you can ask to transfer to an HMRC adviser if they’re available.

Get started

• Check if you need to send a Self Assessment tax return
• Self Assessment tax returns

Log in and file a tax return

• File your Self Assessment tax return online
• Use software to help complete your Self Assessment tax return
  • 1 May 2019
  • Guidance

Paying your tax bill

• Pay your Self Assessment tax bill
• Understand your Self Assessment tax bill
• If you cannot pay your tax bill on time

Record keeping

• Keeping your pay and tax records
• Get your SA302 tax calculation

Help completing your Self Assessment tax return

• Help with Capital Gains on your Self Assessment tax return
  • 15 April 2025
  • Guidance
• Help with property on your Self Assessment tax return
  • 15 April 2025
  • Guidance
• Help with charitable giving on your Self Assessment tax return
  • 11 April 2025
  • Guidance
• Tell HMRC about a student or postgraduate loan in your tax return
  • 6 April 2025
  • Guidance
• Self Assessment tax return helpsheets
  • 4 July 2014
  • Collection
• Self Assessment forms and helpsheets for self-employment and partnerships
  • 8 July 2014
  • Collection
• Self Assessment forms and helpsheets: employment
  • 4 July 2014
  • Collection
• Self Assessment forms and helpsheets: foreign
  • 4 July 2014
  • Collection
• Self Assessment forms and helpsheets for trusts and estates
  • 4 July 2014
  • Collection
• Residence and remittance basis Self Assessment forms and helpsheets
  • 4 July 2014
  • Collection
• Self Assessment forms and helpsheets for Lloyd's underwriters
  • 4 July 2014
  • Collection

Refunds, appeals and penalties

• Check how to claim a tax refund
• Disagree with a tax decision or penalty
• Estimate your penalty for late Self Assessment tax returns and payments

Help and support

• Check when you can expect a reply from HMRC
  • 10 May 2023
  • Guidance
• HMRC email updates, videos and webinars for Self Assessment
  • 7 May 2025
  • Guidance
• Help online with Self Assessment
  • 22 January 2025
  • Guidance
• Get help with tax

Published 12 February 2024