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 ?