2025 Self Assessment
Self-Assessment Questionnaire
It’s that time again, we’re getting ready to prepare and submit your tax return, but we need your help.
We’re also offering an initial 15 minute meeting with us to discuss your return prior to work commencing. To book click here or call us on 01908 597094.
Some really important notes:
If you have or are likely to incur a capital gain on property that is not your main residence, you must report this to HMRC within 60 days. If you’re unsure if this applies to you, get in touch with us as soon as possible.
Please gather together documents that cover payments or receipts that were made between 6th April 2024 & 5th April 2025. Where you have paid or received money or funds monthly, you might need to obtain more than one document that will cover the whole period.
Pensions:
If you receive a state pension, please provide your annual DWP payment notice. Not all state pensions are paid at the same rate which will cause errors in calculating your annual income.
If you made payment(s) into a pension and intend to claim tax relief, we will need to see details of the pension scheme, tax status and the payments made over the relevant period. We are aware that some schemes may already be claiming tax relief on your behalf or payments have already been made as net tax relief.
Complete your form online
ONLINE
We have a new online self-assessment form HERE
You'll be asked for some personal details, together with a number of questions regarding your income & expenditure. Most questions are multi-choice options, you'll also be able to upload all your supporting documents as you go along. For your security you will not be able to re-access the form once submitted.
You can use our questionnaire below to help gather all your documents together before starting the form. You can complete the form on a mobile phone or computer, whichever is easier for you. There's also a video below to see what to expect when filling in the form.
If you prefer a different method
BY EMAIL
First, download the questionnaire below.
You can print out the form, or fill in via some PDF programs, then -
Please send your completed form, together with any supporting documents to:
selfassessment@hippey.co.uk
Although we do our best to ensure the security of your documents & data, remember that it is possible to intercept emails that pass over the internet. Especially if others have access to your email account.
BY HAND / POST
You can post or hand documents to us at our Broughton office. You can download a copy of the Self-Assessment Questionnaire below.