🧭 New to Self Assessment

A clearer first-time path through what Self Assessment is, why people end up in it, and what to prepare.

✅ Based on GOV.UK Self Assessment guidance · Source
Step 1 — Check if you need it

Use our simple checker first, then confirm with GOV.UK if your income situation looks borderline.

Step 2 — Register if needed

For many first-timers, telling HMRC by 5 October is the important deadline after the tax year ends.

Step 3 — Gather records

Income, expenses, dividend info, rental details and anything else that supports the numbers you'll enter.

Step 4 — File and pay on time

Online filing and payment deadlines often land together in late January, which is why people panic.