Prepare for your first Self Assessment tax return

Your first Self Assessment return can feel daunting, but most of the work is gathering the right information in advance. This guide helps you prepare your figures and documents so the return itself is straightforward. It is general information only, so check HMRC guidance on GOV.UK or speak to an accountant if your situation is complex.

Step by step

1. Check your registration and login

   Make sure you have registered for Self Assessment and received your Unique Taxpayer Reference. Check you can sign in to your Government Gateway account well before the deadline. If you have lost access, start the recovery process early, as it can take time.