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Do I need to fill in a tax return?

You will be liable to send a tax return if any of the following apply, in the last tax year:

  • If you are independent – you can deduct allowable expenses.

  • If your untaxed income got £2,500 or more, such as from tips or renting out a property – and if it’s less than £2,500, contact the helpline.

  • If savings or investments are £10,000 or more before tax from your income.

  • If dividends from shares are £10,000 or more before tax from your income.

  • If selling things like shares, second home or other chargeable assets from which you gained profits and need to pay Capital Gains Tax.

  • If you were a company director-unless it was a charity and you didn’t get any pay or benefits, for example, a company car.

  • If your or your partner’s income (or your partner’s) was over £50,000 and one of you claimed Child Benefit.

  • If you had income from overseas that you needed to pay tax on.

  • If you lived overseas and had a UK emolument.

  • If your taxable income is over £100,000.

  • If you were a trustee of a trust or registered pension programme.

  • If you had a P800 from HMRC saying you didn’t pay sufficient tax last year – and you didn’t pay what you owe through your tax code or with an optional payment.

  • If your State Pension is above your Personal Allowance and the 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 examine whether you need to. You usually won’t need to send a return if your only income is from your wages or pension.