Self assessment: A toolkit for agents | AccountingWEB

Self assessment: A toolkit for agents

Once again Rebecca Benneyworth is on hand during self assessment season to advise accountants in the online Sage Taxation SA surgery. To accompany her free advisory work there, she has also put together this guide for the wider AccountingWEB members.

Register for free and log in to to read the full article, which covers:

  • HMRC guidance
  • Exclusions
  • Student loans
  • Correcting past mistakes
  • Service downtime / unresolved issues
  • Penalties
  • Coding out liabilities and payment generally
  • Filed late last year?
  • Client not registered?
  • Class 4 and brought forward losses
  • Multiple sources and class 4
  • Child benefit
  • AIA increase

Or follow these links for more self assessment help:

Software resources


» Register now

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RebeccaBenneyworth's picture

Darn it

RebeccaBenneyworth | | Permalink

Sorry guys, finger trouble. The AIA is available for periods starting on or after 1 January not 31. I think I was trying to type 31 December and then got distracted.I'll get JOhn to amend the article on Monday.

While I'm on there was a good question about interest on PPI refunds on the sage surgery Thursday. Have a peek.

John Stokdyk's picture

Now fixed

John Stokdyk | | Permalink

I noticed the amend this morning, Rebecca - given that you've spent a good part of the weekend monitoring your computer for the Sage Taxation Q&A, I'm sorry I didn't look in earlier to pick it up.

carnmores's picture

Rebecca & John

carnmores | | Permalink

thanks for this

Good information - thanks!

InternalAudit | | Permalink

Good information - thanks!

self assessment

boyband2012 | | Permalink



Do i need to file a tax return as a director if i've not started trading first year ?




Self Assessment

Hemas | | Permalink


I have a client who is registered for self-assessment since 2008/2009 and he had completed th tax return for 08/09 and paid tax from his property income and then he got mental health illness since 2009 and after that neither he got income from that property nor he had completed tax return .and now he had received late filing penalty around £4800

I spoke to HMRC that he shouldn't be under self -assessment due to his health they told me that the HMRC can avoid the penalties but not for the year 2009/2010 because it has passed the dead line and asking me about the property income and whether the property is still in his name

Later I found out the property is still in his name but no income since then

My question is .If the property is still in his name and he is having mental health problem since 2009 is he liable to the late filing penalties or is it possible to waive all the late filling penalties