Examples
Please find below four examples of customers who need to file a self assessment tax return. Select the one that best represents your circumstances by clicking on the relevant link. Alternatively you can use the list in the left hand pane if you prefer.
Please note, the demonstrator uses examples from the 2007-08 Self Assessment Tax Return. The layout of the actual form for later years may differ slightly to that shown here.
EmployeeYou are Matthew Smith, married to Alex and you have two children. You are employed by Diamond Ltd as a Personnel Manager and you use a company car. You have a couple of bank accounts and you make regular payments to a charity. |
Simple BusinessYou are Maurice Smith, single and working as a self-employed mobile hairdresser for the last 10 years. You use a car for work and have been investing in equipment for your business. You had a large lottery win this year. |
More Complex BusinessYou are Martin Smith, married to Susan and you have two children. You are a self-employed IT consultant. You are home-based and use your car for work. You have a couple of bank accounts and you also received a nice bonus this year. You pay into a private pension. |
PensionerYou are Michael Smith, a retired Sales Manager. You receive both a state pension and an occupational pension from Goliath Ltd. You have a bank account and some dividend income. You pay a regular amount to a charity. You won some money on the Premium Bonds this year. |