Self-Assessment for Individuals

(39 customer reviews)
by

Self-assessment for individuals affects a lot of people, and it is a hugely important area of taxation. This course provides a detailed overview and aims to give you a good understanding of how self-assessment works for individuals.

£150 +VAT

4 CPD hours

365 days’ access

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Use ACPD101 for 10% off any purchase.

Self-Assessment for Individuals

(39 customer reviews)

£150 +VAT

4 CPD Course

365 days’ access

Use ACPD101 for 10% off any purchase.

Self-Assessment for Individuals

(39 customer reviews)

This course is not currently available. To find out more, please get in touch.

This course will enable you to

  • Explore the key issues of self-assessment (SA) – focusing on what it is, who it affects, timescales and deadlines, and various statutory record-keeping requirements
  • Understand the format of SA returns and various claims and elections that may be required
  • Gain knowledge on additional compliance and reporting issues faced by the self-employed
  • Register for HMRC’s online services
  • Understand HMRC’s enquiries and investigations procedures and learn to negotiate satisfactory outcomes

About the course

Each year, around 12 million individuals in the UK are required to complete a self-assessment tax return. With strict deadlines and significant penalties for non-compliance, mistakes or delays can prove costly. For anyone involved in personal tax, understanding the self-assessment system is essential to avoid risk and ensure obligations are met.

This course outlines the key principles of the UK’s self-assessment regime for individuals. You’ll explore who needs to complete a return, the required timescales, what records must be kept, and how claims and elections are made. The course also covers compliance issues for the self-employed, registering for HMRC’s online services, and handling enquiries or investigations.

By the end of the course, you’ll be equipped with a clear understanding of how the self-assessment system works and the confidence to ensure accurate and timely compliance for yourself, or your clients.

Contents

Key issues of self-assessment

Key issues for individuals
Defining self-assessment
Processing returns
Individuals affected by self-assessment
How self-assessment works
Timescales and deadlines
Record-keeping requirements

Individuals and employees

Liabilities and reliefs
Employees and self-assessment
Tax returns and responsibility
Pension contributions
Making claims for gift aid
Marriage allowance claims
Paying tax as an individual
Late payments and penalties
Proposed penalties

The self-employed

Self-employment and self-assessment
Registering for taxable profits
Understanding trading allowance
Choosing the cash basis
Recording payments on account

Other matters affecting self-assessment

Registering online
HMRC oversight
Enquiries and investigations
Closure notices
Making a settlement
Making tax digital

Author

Sarah Laing

Sarah Laing

Sarah is a Chartered Tax Accountant (CTA) and a member of the Chartered Institute of Taxation (CIOT). Sarah currently works as a freelance tax author providing technical writing services to the tax and accountancy professions.

39 reviews for Self-Assessment for Individuals

  1. Thandekile Monica Nichols –

    The course took me step by step of self-assessment, it truly is guiding, I like it. Just spreadsheet examples would complete the picture.

  2. Matthew Quinn –

    Thank you

  3. Irene Awala –

    Excellent!

  4. Gediz Cetin –

    A good summary of self-assessment for individuals

  5. John Curror –

    VERY USEFUL

  6. Martin Ahiati –

    Nice course content.

  7. Rafael Boccatto de Oliveira –

    Even though the relevancy of the material knowledge taught, such a topic (Self-assessment) is extremely practical. I did not see any video on how to apply the material knowledge to the HMRC’s personal tax account, for example, nor a simple screenshot of it. Extremely disappointed to be honest.

  8. Gwen Dick –

    easy to follow and understand

  9. Sikandar Iqbal –

    great

  10. Lalita Goswami –

    it was a good refresher

  11. Martin Keane –

    Very well structured. In my view it would be very beneficial to have a similar course for SA in Ireland under Irish law and Tax rules

  12. Kamila Grabara –

    I enjoyed the course, very helpful high level information – enough to do my own Self Assessment

  13. Kirsty Ritchie –

    I expected something on computations but did learn about pension relief which was good

  14. Mike Lewis –

    Cover the basics of self-assessment and worked as a refresher rather than bringing anything new to my attention.

  15. Andy Phillips –

  16. Stuart Lynn –

    updated current aspects and highlighted pending changes like MTD

  17. Hock Tong Ong –

  18. Amela Thompson –

    I wish there was an example of the HMRC form, a more practical examples etc.

  19. Haresh Bajaria –

  20. Kenneth Bell –

  21. Miriam Evans –

    Expected to review more complex cases, examples and additional information on items such as tax on foreign income etc would have made the course more interesting and more beneficial as a CPD unit.

  22. Mandy Hurst –

  23. Julie Joyce –

    It was a good overview and highlighted some areas not touched on previously. It was good to revisit some areas

  24. Henry Bremang –

  25. Nicola Kerr –

    explain how to fill in a self assessment form

  26. Richard Lay –

    Insight into filing deadlines and how to register for self assessment and when

  27. Simon Kurzyca –

  28. Abaid Ur Rehman –

  29. Nina Hackenberg –

    Was interested in details re SA as CPD to keep up to date. Have received updates

  30. Dipesh Patel –

  31. Lisa Gauld –

  32. Nina Gallagher –

  33. Anthony Ali –

    The course met all my objectives as a refresher to what I already know and practice.

  34. Rjc Warhurst –

  35. Gavin Hughes –

    Gave basic refresher on SA returns

  36. David Hodson –

  37. Eleni Kakkoura –

    The content was clear and summarised, however I was expecting to be delivered based in videos.

  38. Debra Barretto –

    The course was very comprehensive

  39. Yvonne Chequer –

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