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Who needs to file a tax return?

  • 2 min read
  • Last updated 29 May 2022

Most people in the UK do not need to file a tax return because they pay tax at source.

However, there are a few situations when you do need to file a personal tax return. This is also called a Self Assessment.

1. If you have any untaxed income

2. You want to claim a tax refund

  • You work in the construction industry through the CIS scheme
  • You’ve made investments in SEIS or EIS eligible startups or VCT funds
  • You’ve made donations to charity
  • You made private pension contributions as a higher rate taxpayer
  • You had work expenses over £1,000

3. HMRC tells you to submit one

  • You received a P800 form
  • HMRC sent you a notice to file a tax return

4. You qualify for benefits

  • You need to prove you’re self-employed to claim Maternity Allowance or Tax-Free Childcare
  • You want to make voluntary Class 2 National Insurance contributions and qualify for benefits

5. Other situations

I’m a director of a limited company – do I still need to file a personal tax return?

Only if you paid yourself dividends over £10,000.

Otherwise, not anymore.

You still need to make sure that your company submits a corporate tax return, however.

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