Self-Assessment for Individuals
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.
€175 +VAT
Self-Assessment for Individuals
€175 +VAT
365 days’ access
Self-Assessment for Individuals
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 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
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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.
Matthew Quinn –
Thank you
Irene Awala –
Excellent!
Gediz Cetin –
A good summary of self-assessment for individuals
John Curror –
VERY USEFUL
Martin Ahiati –
Nice course content.
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.
Gwen Dick –
easy to follow and understand
Sikandar Iqbal –
great
Lalita Goswami –
it was a good refresher
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
Kamila Grabara –
I enjoyed the course, very helpful high level information – enough to do my own Self Assessment
Kirsty Ritchie –
I expected something on computations but did learn about pension relief which was good
Mike Lewis –
Cover the basics of self-assessment and worked as a refresher rather than bringing anything new to my attention.
Andy Phillips –
Stuart Lynn –
updated current aspects and highlighted pending changes like MTD
Hock Tong Ong –
Amela Thompson –
I wish there was an example of the HMRC form, a more practical examples etc.
Haresh Bajaria –
Kenneth Bell –
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.
Mandy Hurst –
Julie Joyce –
It was a good overview and highlighted some areas not touched on previously. It was good to revisit some areas
Henry Bremang –
Nicola Kerr –
explain how to fill in a self assessment form
Richard Lay –
Insight into filing deadlines and how to register for self assessment and when
Simon Kurzyca –
Abaid Ur Rehman –
Nina Hackenberg –
Was interested in details re SA as CPD to keep up to date. Have received updates
Dipesh Patel –
Lisa Gauld –
Nina Gallagher –
Anthony Ali –
The course met all my objectives as a refresher to what I already know and practice.
Rjc Warhurst –
Gavin Hughes –
Gave basic refresher on SA returns
David Hodson –
Eleni Kakkoura –
The content was clear and summarised, however I was expecting to be delivered based in videos.
Debra Barretto –
The course was very comprehensive
Yvonne Chequer –