Tax Season - advise...
 

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[Closed] Tax Season - advise for a novice please!

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My other half has done some work for herself in additional to her employed position.

Can someone please advise, the deadline of 31/1/19... what is it actually for?

The government website says one deadline of 31/1 and another of 5/4 but I'm not sure what we need to do this month.

We've got everything recorded (money in and out), just need to know what needs submitting and when.

Thanks in advance!


 
Posted : 15/01/2019 7:29 pm
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5th April is the start/end of a tax year. 31st Jan, the following year is when tax return has to be completed. So the tax return for year 2017-18 is now nearly due.


 
Posted : 15/01/2019 7:32 pm
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Nice one thanks.


 
Posted : 15/01/2019 7:43 pm
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Mine's done (for 1 renty house) & the best advice I can give is to get someone else who knows what theyr'e doing, to do it.
I just found it a PITA so got a local guy (ex company accountant who just dabbles for something to do) who keeps abreast of the tax laws, to do mine.
He did mine last October, charged £130 & got me a £400 refund.


 
Posted : 15/01/2019 7:43 pm
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Also, look at how much she has earned from the additional work.

It looks as though if she earns less than £1000 between 6 April 2018 and 5 April 2019 she doesn’t need to self-assess.


 
Posted : 15/01/2019 8:25 pm
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Cheers.

I'll have a look at doing it myself and see how we go. I suspect everyone out there will be busy doing others' who got there first.


 
Posted : 15/01/2019 8:25 pm
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I've been using www.taxcalc.com for the last 20 or so years. Surprised they haven't gone "cloud" yet, but I install it each year to do mine and anyone in the family who needs it that year. Yes, you can submit all the information directly online at HMRC these days using their forms, but taxcalc remembers stuff from one year to the next (including gov submission login) so I just change anything that's different from the previous year using their "wizard" and resubmit. I'd recommend looking at it if you think you might be doing this for more than one year..


 
Posted : 15/01/2019 8:27 pm
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Also, look at how much she has earned from the additional work.

It looks as though if she earns less than £1000 between 6 April 2018 and 5 April 2019 she doesn’t need to self-assess.

I stand to be corrected, but I don't think that's true. It's the total income amount across all work (not just the additional work) that defines whether you need to self-assess.


 
Posted : 15/01/2019 8:33 pm
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@stealthcat, not sure what you mean.

Sept 17 is when she started doing some work for herself. Coincidentally, she actually broke even around 5/4/18 after some initial investment in tools etc. So do we even need to do anything?

To date she's £1166.50 up which is sat untouched in a separate account waiting in case of a tax bill. This is what she's left from what she's earned after all expenses related purely to the work she's done for herself (ie not related to her employment).


 
Posted : 15/01/2019 8:36 pm
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@dc2.0, yes, it will be a regular thing ongoing. I'll have a look at the link, thanks.


 
Posted : 15/01/2019 8:37 pm
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Sept 17 is when she started doing some work for herself. Coincidentally, she actually broke even around 5/4/18 after some initial investment in tools etc. So do we even need to do anything?

Yes. Fill in the forms for those dates. Show money in and money out. If it comes out a zero or a small loss then you'll just get told you owe nothing.

Pretty easy to do it yourself. Just need to divide it into categories and differentiate between capital expenditure and ongoing costs.


 
Posted : 15/01/2019 8:41 pm
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Thanks @nickjb


 
Posted : 15/01/2019 8:47 pm
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@dc2.0
That was based on my experience as a salaried worker who has a small sideline in freelance work. HMRC notified me this year that as the self-employed income was below £1k, I no longer need to self assess unless I go over that limit.
@number18
Unless she’s set up a company, she only needs to look at the period from 6/4/17 to 5/4/18 or 6/4/18 to 5/4/19. The amount earned in a year (or from Sept 17 to 5 April 18) is the amount that will be taxable for that year.


 
Posted : 15/01/2019 8:47 pm
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Have a look at gov.uk and it will tell you if your net income (profit, in other words) from each separate activity needs to be declared. if so, you need to submit a self-assessment tax return for the year to 5 April 2018. The deadline for this is 31 Jan. However it takes a week or so for your registration to get approved so you may miss the deadline and be subject to a penalty of £100. However, if it's your first time of being liable you get a grace period which takes you beyond that deadline for filing.
I've had PAYE, didvidends, bank interest, self employment, partnership and property income at various times over the last few years and have always found the Self assessment calculations on the gov website to be excellent.
On the other hand you could always do nothing because there are so few tax investigators these days due to austerity, and those there are are targetted at the big cheats so you'll probably get away with it.


 
Posted : 15/01/2019 8:53 pm
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All good stuff, thanks folks. I love this forum!

No company set up, just some additional work picked up in addition to employment.


 
Posted : 15/01/2019 9:15 pm
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How soon after 5/4/19 will you be able to submit your info for 2018/19?


 
Posted : 15/01/2019 9:25 pm
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You can put it in straight away. Not much point though and plenty of reasons to wait a bit


 
Posted : 15/01/2019 9:29 pm
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Filled in a form and it says no need to submit a tax return based on total income (less than £50k) and self employed income being less than £1k.


 
Posted : 15/01/2019 10:00 pm
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Good job. To do the self assessment you need to create a gov login on the website. But it requires a one time two factor authentication so they send you a letter with a magic code in it. Can take a week or two to arrive from memory. After that you can setup normal 2FA using Google authenticator and login to complete your return.

I'm happy as the tax man allegedly owes me £450 😀. I'd definitely recommend completing it yourself. It's pretty simple and only takes an hour. Most of that I spent double checking work travel and charitable donations in case they ask for evidence.


 
Posted : 15/01/2019 10:20 pm

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