Press release

Self Assessment: online help is just a click or a swipe away

Self Assessment customers urged to use online guidance as top 5 calls to helpline revealed

  • HMRC reveals the most common calls to its Self Assessment helpline, all of which can be answered quickly online
  • Customers can access help online to register for Self Assessment or tell HMRC they no longer need to complete a tax return
  • Anyone new to Self Assessment can register using the quick and easy tool on 188体育

HM Revenue and Customs (HMRC) reveals the top 5 reasons why people are calling the Self Assessment helpline and reminds them that they can self-serve to quickly access the information online.

Currently, the most common reason for speaking to an HMRC advisor is about coming out of Self Assessment. Customers don鈥檛 need to call HMRC and can instead visit 188体育 to check if they need to send a Self Assessment tax return. If they no longer need to send one, they can use the online service to tell HMRC without the need to speak to an advisor.

The 5 most common reasons for calling the helpline are:

  1. I no longer need to complete a Self Assessment tax return
  2. I need to register for Self Assessment
  3. Can you tell me if I still have to complete a tax return?
  4. What鈥檚 happening with my Self Assessment registration?
  5. What鈥檚 happening with my Self Assessment repayment?

More than 12 million taxpayers are due to complete Self Assessment for the 2023 to 2024 tax year and pay any tax owed by the 31 January 2025 deadline. HMRC鈥檚 Self Assessment helpline and webchat services are available for those who need them but there is lots of help available online.

Myrtle Lloyd, HMRC鈥檚 Director General for Customer Services, said:

We want to help customers get their tax returns right first time which is why we have produced a wealth of online resources and guidance to support them every step of the way. Just search 鈥楽elf Assessment鈥� on 188体育 to find out more and start your return today.

Anyone who is new to Self Assessment needs to register to receive their Unique Taxpayer Reference before they can send a tax return for the 2023 to 2024 tax year.

Taxpayers may need to complete a tax return, even if they pay taxes through PAYE, for example, if they:

  • are self-employed and have earned gross income over 拢1,000
  • are self-employed and earned up to 拢1,000 and wish to pay Class 2 NICs voluntarily to protect their entitlement to State Pension and certain benefits
  • are a partner in a business partnership
  • had a total taxable income of more than 拢150,000
  • have received any untaxed income including pension income over 拢2,500
  • received income over 拢1,000 from trading or providing services online
  • have to pay the High Income Child Benefit charge
  • received interest from banks and building societies or investments (more than 拢10,000)
  • received rental or letting income from UK land and property

HMRC is encouraging customers to be prepared and have all the information they need ready to file their tax returns early, so they can avoid any last-minute stress and know what they owe sooner. HMRC has a range of online help and support and to assist anyone completing their return, including first-time filers.

Criminals use emails, phone calls and texts to try to steal information and money from taxpayers. Before sharing their personal or financial details, people should search 鈥�HMRC tax scams鈥� on 188体育 to access a checklist to help them decide if the contact they have received is a scam

Customers should never share their HMRC login information with anyone. Someone could use them to steal from them or claim benefits or a refund in their name.

Further Information

More information on Self Assessment

A full list of anyone who may need to complete a Self Assessment tax return include those who:

  • are self-employed and have earned gross income over 拢1,000
  • are self-employed and earned up to 拢1,000 and wish to pay Class 2 NICs voluntarily to protect their entitlement to State Pension and certain benefits
  • are a partner in a business partnership
  • had a total taxable income of more than 拢150,000
  • have received any untaxed income including pension income over 拢2,500
  • received income over 拢1,000 from trading or providing services online
  • have any gains or income from cryptoassets
  • are claiming Child Benefit and they or their partner had an income above 拢50,000 for the 2023 to 2024 tax year
  • received interest from banks and building societies or investments (more than 拢10,000)
  • received income from property that they own and rent out
  • received dividends payments (more than 拢10,000)
  • claim tax relief for their job expenses if more than 拢2,500
  • need to pay Capital Gains Tax on gains of more than 拢6,000 (in 2023 to 2024 tax year)

The deadlines for tax returns for 2023 to 2024 tax year are 31 October 2024 for paper returns and 31 January 2025 for online returns.

More than 97% of customers now file their Self Assessment tax returns online.

Updates to this page

Published 8 October 2024