Filing self-assessment as an employee involves reporting additional income or claiming specific tax reliefs not covered by your employer. Ensure all income sources are declared, including freelance work or rental income. Keep thorough records, file on time, and use available deductions. Consider seeking professional advice for complex situations. ~ https://doshiaccountants.co.uk/services/self-assessment-tax-returns

1. How to File Self-Assessment as an Employee:
Tips and Best Practices
Filing a Self-Assessment tax return as an employee might seem
unnecessary for many, as taxes are typically deducted through PAYE (Pay
As You Earn). However, there are situations where you may need to file a
Self-Assessment tax return. Understanding the process and knowing
when and how to file can save you from penalties and ensure you pay
the right amount of tax. Here’s a guide to help you navigate the process
with ease.
When Do Employees Need to File a Self-Assessment?
As an employee, you typically don't need to file a Self-Assessment if
your income comes solely from your salary or wages, and your taxes are
already deducted at source. However, there are several scenarios where
filing a Self-Assessment may be required:
• Additional income: If you have additional income outside of your
main employment, such as freelance work, rental income, or
income from investments.
• High earnings: If you earn more than £100,000 per year, you may
need to file a Self-Assessment.

2. • Taxable benefits: If you receive benefits in kind, such as company
cars or private medical insurance, you may need to report these.
• Self-employment: If you have side business income or are self-
employed, even part-time, you will need to file a Self-Assessment.
• Claiming tax relief: If you want to claim tax relief on things like
pension contributions, charitable donations, or work-related
expenses.
If you’re unsure whether you need to file, it’s best to check with HMRC
(Her Majesty’s Revenue and Customs) or consult a tax professional.
Steps to File Self-Assessment as an Employee
Here’s how to navigate the Self-Assessment filing process:
1. Register for Self-Assessment
If you’ve never filed a Self-Assessment tax return before, you need to
register with HMRC. This is typically done online through the HMRC
website. If you’ve registered for Self-Assessment in previous years, you
don’t need to do so again.
The registration process will require your personal details, including your
National Insurance number. Once registered, HMRC will send you your
Unique Taxpayer Reference (UTR), which you will need for your tax
return.
2. Collect All Relevant Documents
Before you start filling out the tax return, gather all the documents and
information you will need. These may include:
o Your P60 (the summary of your income and tax paid for the
year).
o Your P11D (if you receive any benefits in kind).
o Details of any additional income (freelance, rental, or
investment income).
o Receipts for any work-related expenses (if applicable).
o Information about tax reliefs you want to claim.
3. Fill Out the Tax Return

3. Once you’ve registered and gathered your documents, you can begin
filling out your Self-Assessment tax return. The online system is relatively
user-friendly and will guide you through each section. Key areas to focus
on include:
o Income: You will need to report your salary (from your P60),
any additional income, and benefits in kind.
o Expenses and Allowances: If you have eligible expenses
(e.g., work-related travel costs or professional subscriptions),
include these in the return to reduce your taxable income.
o Tax Reliefs: You can claim tax relief on pension
contributions, charitable donations, or any other eligible
allowances.
Ensure all the information is accurate to avoid fines or unnecessary
delays.
4. Submit the Tax Return
Once your tax return is complete, review everything thoroughly before
submitting it to HMRC. Keep a copy for your own records. Remember,
the deadline for submitting online Self-Assessment returns is 31st
January following the end of the tax year (which runs from 6th April to
5th April). If you miss the deadline, you could face penalties.
5. Pay Any Tax Due
After submitting your tax return, HMRC will calculate how much tax you
owe based on the information you’ve provided. You can make payments
online via bank transfer, debit or credit card, or set up a Direct Debit for
future payments.
Keep in mind that any tax owed must be paid by 31st January to avoid
interest and penalties.
Tips and Best Practices
• Keep Records Organized: Throughout the year, keep a record of
your income, expenses, and receipts. This will make filling out your
tax return much easier.

4. • Claim All Allowances: Many employees miss out on potential tax-
saving opportunities, such as work-related expenses and charitable
donations. Be sure to check if you’re eligible for any tax reliefs.
• File Early: Avoid the last-minute rush. Filing early gives you more
time to address any issues, especially if you owe tax.
• Seek Professional Advice: If you’re unsure about your Self-
Assessment or feel the process is too complicated, consider
seeking help from a tax advisor or accountant. They can help you
ensure compliance and reduce your tax liability.
Filing a Self-Assessment as an employee may not be something you do
regularly, but it’s essential when additional income, benefits, or tax
reliefs are involved. By following these tips and best practices, you can
ensure a smooth filing process, minimize your tax liability, and stay
compliant with HMRC. Always keep accurate records and consider
professional help if needed to avoid any costly mistakes.