Self Assessment Form for the United Kingdom

Self Assessment Form Template for England and Wales

A Self Assessment Form is a legal document used in England and Wales for individuals to declare their income and calculate their tax liability to HMRC. The form requires detailed information about various income sources, including employment, self-employment, property rental, investments, and other taxable income. It also allows taxpayers to claim relevant allowances and reliefs. The document must comply with current UK tax legislation and must be submitted annually by the specified deadline.

Your data doesn't train Genie's AI

You keep IP ownership of your information

Generate a Bespoke Document

1. Select your governing law:

2. Enter your key requirements:

3. Create your document to edit, review or download

Download a Standard Template

Get our England and Wales-compliant Self Assessment Form

4.6 / 5

4.8 / 5

Alternatively: Run an advanced review of an existing
Self Assessment Form

Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.

Upload your Doc

What is a Self Assessment Form?

The Self Assessment Form is a crucial document in the UK tax system, specifically designed for use in England and Wales. It enables individuals to fulfill their legal obligation to report income and calculate their tax liability. The form must be completed by individuals who are self-employed, have significant investment income, receive rental income, or have complex tax affairs. The Self Assessment Form includes sections for various types of income, allowable expenses, tax reliefs, and requires accurate reporting in accordance with current tax legislation. It forms the basis for HMRC's assessment of an individual's tax obligations for the relevant tax year.

What sections should be included in a Self Assessment Form?

1. Personal Information: Name, address, UTR number, NI number, and contact details

2. Employment Income: Salary, benefits, and PAYE information

3. Other Income Sources: Interest, dividends, rental income, and other income

4. Tax Allowances: Personal allowance and other applicable tax reliefs

5. Declaration: Statement of truth and signature

What sections are optional to include in a Self Assessment Form?

1. Self-Employment: Business income and expenses section for individuals running their own business

2. Capital Gains: Section for disposal of assets and associated gains/losses when assets have been sold during the tax year

3. Foreign Income: Section for income from overseas sources for individuals with international income

4. Pension Contributions: Section for details of pension payments and tax relief when making private pension contributions

What schedules should be included in a Self Assessment Form?

1. Business Expenses Schedule: Detailed breakdown of business-related expenses

2. Capital Gains Calculations: Detailed computations for asset disposals

3. Property Income Schedule: Breakdown of rental income and expenses

4. Supporting Documents Checklist: List of required supporting documentation

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Cost

Free to use

Relevant legal definitions

Clauses

Relevant Industries

All sectors
Self-employed individuals
Property sector
Investment sector

Relevant Teams

Finance
Accounts
Tax
Legal
Operations

Relevant Roles

Self-employed Professional
Company Director
Property Manager
Investment Manager
Business Owner

Find the exact document you need

No matches found.

Lecturer Evaluation Form

A standardized template for evaluating academic teaching staff performance in England and Wales, compliant with UK education regulations and employment law.

How Cambridge United Uses Genie AI to Speed Up Player Signings and Slash Legal Costs

Generate a Bespoke Document

Download a Standard Template

What is a Self Assessment Form?

What sections should be included in a Self Assessment Form?

What sections are optional to include in a Self Assessment Form?

What schedules should be included in a Self Assessment Form?

Authors

Alex Denne

Jurisdiction

Publisher

Document Type

Sector

Cost

Find the exact document you need

Lecturer Evaluation Form

60 Day Evaluation

30 Day Employee Evaluation

Skill Evaluation Skills Assessment

Evaluation Questionnaire

6 Month Evaluation

Bonus Evaluation

Coaching Evaluation

Work Evaluation

Training Evaluation Survey

Service Evaluation

Employee Annual Review

Bid Evaluation

Annual Review Letter

Student Performance Evaluation

Activity Evaluation Form

60 Day Employee Performance Review

Company Evaluation

Nonprofit Executive Director Performance Evaluation

Dentist Appraisal

Staff Evaluation

Department Evaluation

Construction Project Evaluation

Commercial Bid Evaluation

Leadership Evaluation

Health And Safety Performance Review

Product Assessment

Sales Performance Evaluation

Project Feedback

Board Self Assessment

Vendor Assessment

360 Degree Feedback

Self Evaluation

Truck Driver Evaluation Form

Training Evaluation Form For Employees

Training Appraisal Form

Trainer Performance Evaluation Form

Teacher Evaluation Form Doc

Tasting Form

Supervisor Assessment Form

Genie’s Security Promise

Your documents are private:

Your documents are protected:

Organizational security:

Templates

Contract Templates

Letter Templates

Policy Templates

Industries

Legal Services

Manufacturing

Construction

Solutions

Use Cases

Company Types

Comparisons

Business Categories

Teams

Information

Generate Legal Docs Free