How To Complete The 22/23 Self Assessment Tax Return - SELF EMPLOYED

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  • Опубліковано 10 лют 2025
  • If you're self employed, this tutorial will demonstrate how to complete the 22/23 self assessment tax return. The on screen walkthrough will show which entries need to be made as a self employed individual.
    Need help with your tax return? Use one of the forms below
    To register for self-assessment (UTR/CIS) click here: bit.ly/utr-number
    If you need help with your Tax Return click here bit.ly/cis-rebate

КОМЕНТАРІ • 486

  • @cathymorton4736
    @cathymorton4736 10 місяців тому +4

    I knew nothing about completing self assessment. This video is amazing and takes the “fear” out of it and goes through the form page by page. I totally commend the information and the way the presenter has explained it in a marvellously simple way.

    • @Dailymailnewz
      @Dailymailnewz Місяць тому

      Unfortunately he does not explain one thing, if you are self-employed but has no company name but work through an agency as a , contactor you will pay 20 per cent so how do you declare that self-employment or employed by some one else but employed by some one else I am still working as self-employed so what to fill in???

  • @saheddd
    @saheddd Рік тому +13

    Second year I filled my tax return watching your videos thanks bro 🙏

  • @EmmaLouiseMerrick
    @EmmaLouiseMerrick Рік тому +50

    This was so useful! I set up as a self employed dog walker in November 2022 on top of my full time job and it felt like an absolute minefield! I now feel confident completing it myself. Thank you.

    • @perrysrawsoul
      @perrysrawsoul Рік тому +3

      thanks for your comment - im in the same situation, attempting myself now

    • @ShopperTips
      @ShopperTips Рік тому +2

      sorry to disturb, I have a day as same as you and additional do some extra work, what did you pick for the first questıon?

    • @dorotheanewham4264
      @dorotheanewham4264 Рік тому +4

      ditto, part time employed and self employed, now I feel more confident to do it myself and not pay an accountant!

  • @bobpattenden
    @bobpattenden Рік тому +12

    Ive been self employed for 3 years now and this is the first place I go to before filling out my self assessment, thanks for making these videos every year.

    • @tax2ulimited
      @tax2ulimited  Рік тому +2

      Perfect, I am glad you find it useful

    • @deshawnE
      @deshawnE Рік тому

      did you try doing the cash hack platform i did cash hack just a couple of days ago and got paid $10,000 in just a couple of hours

    • @parkashmagar8468
      @parkashmagar8468 10 місяців тому

      is it UK taxation

  • @whir4us
    @whir4us Рік тому +5

    Can I say a great big massive thank you. Could not get my head around this, but you helped me through out. My very first tax return. Thanks again

  • @idontknowsaid
    @idontknowsaid Рік тому +2

    God! I wished this video was available when I completed my first tax return back in 2017! It was soo confusing lol - after many years and not hiring an accountant I still get confused when doing my returns, so thank you for this video!

  • @loorob68
    @loorob68 Рік тому +3

    Thank you so much for another excellent "How to Complete a Tax Return' video. I have filed my own tax returns for the last 3 years which has been made possible by using your videos. Once again, you have made it all so much easier to understand with clear and concise information and it's a weight off my mind. Thank you once again and please keep them coming.

  • @Amelia-Elizabeth
    @Amelia-Elizabeth Рік тому +118

    Nobody can become financially successful over night. They put in background work but we tend to see the finished part. Fear is a dangerous component, hindering us from taking bold steps we need in other to reach our goals.

    • @Patricia-Margaret
      @Patricia-Margaret Рік тому

      @rachealhubert74 Alice Marie Coraggio her trading strategies is working for me for more than a year now and I’m making good profit from the stock market and she's 100% honest, reputable and trustworthy

    • @ReeveLoon
      @ReeveLoon Рік тому +3

      Bot

    • @ReeveLoon
      @ReeveLoon Рік тому

      @rachealhubert74 Bot

    • @campcop9214
      @campcop9214 Рік тому +3

      Fortune favours the brave. "Sir Francis Drake"

  • @sukottora
    @sukottora 7 місяців тому +1

    Thanks for being the grown-up in the room. Really felt confident tackling the tax return on my own.

  • @laurenlikesmusics
    @laurenlikesmusics Рік тому +5

    I can’t tell you how helpful these are, I’ve been using your videos for the past 5 years when it comes round to this time of year. Thank you! ❤

  • @oneactplaywright
    @oneactplaywright Рік тому +9

    Finally, an amazing video from a very eloquent guy. This was really helpful in clarifying a lot of things. Thank you.

  • @andrewmiller6049
    @andrewmiller6049 Рік тому +3

    Brilliant. Have completed my own return with help of this video. Gave me confidence I had completed it correctly and saved me a fee for someone else doing it for me. Thanks so much

  • @jpflooring
    @jpflooring Рік тому +3

    brilliant, helped me out massivley with my return, used to pay £100s for accountants, didnt realise it was this easy!

    • @tax2ulimited
      @tax2ulimited  Рік тому

      Good to hear, thank you

    • @evansrenee723
      @evansrenee723 11 місяців тому

      I have a question... As I am paid CIS , I have worked for a short time with an agency.. the p 60 was submitted by the agency and now I am confused in finishing tailor for me bit in the assessment

  • @gemmahayden2704
    @gemmahayden2704 Рік тому +3

    Thank you so much for this, I've been panicking as I have never done it myself. Very very helpful and easy to go along step by step

  • @Paul-f9o3l
    @Paul-f9o3l 9 місяців тому +4

    Super helpful and better than any government HMRC explanations-thank you

  • @aoifemorgan3118
    @aoifemorgan3118 Рік тому +2

    Thank you! This is truly the most helpful and easy tutorial on youtube. This is my second year using and will be back next year again. Its very much appreciated!

  • @carolward1142
    @carolward1142 Рік тому +2

    This is brilliant - thank you so much!!! I used similar video last year and am back again ... especially grateful for your really clear explanation of payment on account ... now I understand!! :)

  • @AngelaPeters
    @AngelaPeters Рік тому

    So incredibly helpful every year. Genuinely tell everyone I can about what Tax2u do. Any customers you get after being so kind and sharing all this information for free is brilliant. I do wish all businesses were as transparent as your team. Thank you!

  • @roxanaosorio4210
    @roxanaosorio4210 Рік тому +4

    It was so useful to find your video, answering all my questions, that I did my tax return with HMRC without problems. Thank you! very much appreciated!

  • @georgiearabella
    @georgiearabella Рік тому +10

    This was very helpful and a nice feeling to go along with it with someone in the background - I work much better that way. My return was easy and straightforward. Thank you!

    • @mohsenfakhri9842
      @mohsenfakhri9842 8 місяців тому

      How did you find this page tailor your return can you explain please i have got HMRC app

  • @Ambersmusic11-.
    @Ambersmusic11-. Рік тому

    I’ve been paying over £330 a time for my accountant but I am going to do my own as I only worked 3 months before I went on maternity. Thankyou so much

  • @Elwooddudes
    @Elwooddudes 10 місяців тому

    Thanks again for the fantastic help! First year of true self employment… just sitting here with receipts etc now ready to start my return

  • @preitikaur883
    @preitikaur883 Рік тому +9

    Thank you for this walk through, it has been a god send. I finished my first tax return in less than 2 hours. Thank you!

  • @ianbennett7477
    @ianbennett7477 15 днів тому

    Just to add my compliments as others have having a step by step guide from you has made my return less stressful albeit this one error as stated in my last message has me beat

  • @mariadillon860
    @mariadillon860 Рік тому +9

    Great video - really well presented and so informative 🤗You saved me the cost of paying someone to check over my Self Assessment that I have completed today for 2022/23. After a final check I will happily submit it 👍😃🤓

  • @Nintendojunior1010
    @Nintendojunior1010 Рік тому

    very informative. i never leave any good comments to any youtubr platform but wowwww he explained it all and never miss ANY DETAILS LOVE FOR HIM

  • @clapzimprinted3619
    @clapzimprinted3619 Рік тому +1

    Brilliant thank you with being a first time self employed person part time. Learnt alot.

  • @kerryturner-long9765
    @kerryturner-long9765 Рік тому +6

    You literally saved my sanity. Thank you 🙏

  • @safjade
    @safjade Рік тому

    This helped submit my first tax return, many thanks for the clear and concise info!

  • @charityallsorts
    @charityallsorts Рік тому

    Straightforward and helpful advice, which made completing the self-assessment return a lot less overwhelming. Cheers!

  • @amazinggrace9573
    @amazinggrace9573 Рік тому

    This is so helpful, thank you so very much I just submitted my tax return 1 minute before midnight and it went through😅. I will definitely subscribe your channel. God bless you

  • @justinbowers6686
    @justinbowers6686 Рік тому

    Fills me with dread every year, your walk through are so helpfull. Thanks very much.

  • @roryanderson7624
    @roryanderson7624 Місяць тому +1

    Hi, brill Video. 1 question. I have recorded loss sum from 22/23 that is still just higher than my net profit by 4K due to starting the business. How does my personal allowance of £12,570 apply as I believe they only allow you to allocate an amount up to your net profit.
    Will the 4 k unallocated loss from 22/23 roll on to 24/25?

  • @lianablacknanos
    @lianablacknanos Рік тому +6

    So helpful!! Every year I fill my tax return stress free just following the video step-by-step! Great work!!

  • @fuzexi
    @fuzexi Рік тому

    15:23 Thank you for clarifying about Universal Credit!

  • @klashnacovak47
    @klashnacovak47 10 місяців тому

    Thank you for the help and confidence needed to fill out my first proper tax return. Made it very eay and clear to go fill out as you spoke and showed each step.

  • @Brujelito
    @Brujelito Рік тому +3

    Very clear and pretty straightrorward! Thank you for this nice video!

  • @lesburybear
    @lesburybear Рік тому +3

    Thank you so much for this video. Very reassuring to listen to someone go through everything, checking my own work at the same time.

  • @SimRacingCorner
    @SimRacingCorner Рік тому

    Just a note to say thanks for the videos. These have been very instructive to help me understand the process and guide me through the online form filling. 👍

  • @MrGoandrush
    @MrGoandrush Рік тому +2

    Great video, thank you very much! I have the following questions
    Investment interest as income:
    If it is invested only but no gain realised on them (still on the investment account and did not touch since) do I need to indicate that?
    The money invested in stocks, futures, etc.. I see gain and loss on them but everything stays on the investment account, nothing realised yet.
    Investment as expense:
    if I invested money in the 22-23 period is it count as an expense?
    (Eg: unit linked insurance (for pension saving purposes), or property fund saving for long term (to buy a property in 10-20 years later)
    Or the bank`s invetment account where I can buy stocks.
    Cash back on black friday offers. Is it taxable?
    Refunds from shopping (damaged item, or discount)
    refunds from post office lost my parcels what I sold online and I claimed the insurance for loss
    Import/export online buy and sales
    Do I enter these as normal expenses right? Or is there any additional work with these invoices?
    (Eg: claim back custom fees, or any tax related to import/export)

  • @kimsandy8969
    @kimsandy8969 Рік тому

    Thanks!

  • @pauletteroberts4090
    @pauletteroberts4090 Рік тому

    This was so helpful, as my first year as self employed thank you

  • @lindam289
    @lindam289 Рік тому

    Thank you so much for this detailed, clear and precise lesson. You have melted all my stress of Tax Retuns. ❤

  • @lmd37
    @lmd37 Рік тому +1

    A really excellent video that was indispensible. Many thanks.

  • @shirleyw4708
    @shirleyw4708 Рік тому +1

    Thanks a lot! Reading it right now. I'm a Canadian just moved to the UK, there's so many differences between Canada (Quebec) taxes and UK taxes!

    • @tax2ulimited
      @tax2ulimited  Рік тому +1

      Interesting! I bet there are many differences. If you need help please email us at info@tax2u.co.uk

  • @claireswan7187
    @claireswan7187 9 місяців тому

    Thank you for the very helpful vlog, just filled in my first tax return with your help 😊

  • @Mr23million
    @Mr23million Рік тому +1

    use your video each year, I am grateful, thank you

  • @koname-vr8jn
    @koname-vr8jn Рік тому

    very accurate explanation excellent step by step guide thank you very much this video helped me alot

  • @IlonaJosiane
    @IlonaJosiane Рік тому +1

    It is a great video thanks for the great information and well delivered. This is exactly what I was looking for.

  • @karenlove4025
    @karenlove4025 Рік тому

    Super helpful. Thank you for your clarity and pacing the information in a comfortable way.

  • @lorrainehalliday3359
    @lorrainehalliday3359 Рік тому +1

    Thank you so much, well explained - Top man

  • @stevetootell
    @stevetootell Рік тому +1

    invaluable last year looking forward to a great guide again

  • @timkempuk
    @timkempuk 3 місяці тому

    That for this. It has saved me paying someone to do it for me.

  • @somewheredifferent
    @somewheredifferent 9 місяців тому

    Very helpful. Be great to know exactly what the expense columns are in the self-assessment - so I can match my accounting app to be the same so that when I fill in the form it all matches up.

  • @jcontracting2603
    @jcontracting2603 Рік тому +3

    Bro your a life saver 💪🏻😅

  • @worzelgummidge3617
    @worzelgummidge3617 Рік тому

    Fantastic video, will be really usefull when I totally complete my first tax return tommorow 👍

  • @ridingdigital
    @ridingdigital Рік тому +1

    Thanks for the video! It would be super useful to have a video on self assessment for higher tax rate employed as well as self assessment

  • @MaxiZee
    @MaxiZee Рік тому

    Are selfemployed people eliglble for a tax refund by HMRC? I see you can take your losses into the next tax year but what if you dont want to do that necessarily? I'm at a loss this year and would love to file for a tax refund but I dont know if I can if I input my losses into the "carry total losses forward" field? if I could get your 2 cent if you dont mind. I would appreciate it.

  • @TRIGMASTER06
    @TRIGMASTER06 10 місяців тому +1

    Hi are you doing a video for tax return 2023-2024 period or is it same as this pretty much?

  • @razaharoon3091
    @razaharoon3091 Рік тому +13

    Wonderful, simple and easy. You have explained in such a nice way. Extremely helpful. Thanks 🙏🏼

  • @dancamilleri6737
    @dancamilleri6737 10 місяців тому

    What would be super helpful is a video for tax return for self employed Uber / Deliveroo or Just eats riders. The business has grown so big. Knowing what expenses we can use and not use is a minefield

  • @LomaxMedia_
    @LomaxMedia_ Рік тому +1

    Can do you do this and include PAYE first so we know how to do it as a PAYE + side hustle

  • @jothompson9122
    @jothompson9122 Рік тому +2

    Fantastic it's so good to understand the whole system more thank you! 🎉

  • @guyscudamore4930
    @guyscudamore4930 8 місяців тому

    At 21:59 where the form states and you covered the "Did your business cease trading .....", should you have selected Yes if the business ceased trading?

  • @soosookim5819
    @soosookim5819 Рік тому +1

    THANKS SO MUCH! You're an absolute SUPER STARRRRR!!

  • @wjstephens
    @wjstephens Рік тому

    Many thanks for this, really helpful and clear guidance.😀

  • @invalidude
    @invalidude Рік тому +4

    This was great to follow! Thank you so much!
    Only one thing I don't understand: Why does the amount subjected to Basic Rate taxation (£37,430.00) differ from the one subjected to plus Class 4 National Insurance contribution (£38,092.00)? How is the latter calculated?

  • @AlexN0me11
    @AlexN0me11 Рік тому +1

    Do you have a video that covers self assessment being employed in a full time job and a self employed job?

  • @IbnShahid
    @IbnShahid Рік тому +2

    Right, my receipts for my tax return, some are on a spike over there, my assistant Lynn has got some in a fat envelope and the rest are in a shoebox which I threw off a ferry. (That was a low point)

    • @deshawnE
      @deshawnE Рік тому

      did you try doing the cash hack platform i did cash hack just a couple of days ago and got paid $10,000 in just a couple of hours

    • @tax2ulimited
      @tax2ulimited  Рік тому +1

      On your Self Assessment Tax Return, if you lost your expesnse receipts, you can still use the trade allowance up to £1000 a year.

  • @williambishop4971
    @williambishop4971 Рік тому

    Very informative and well delivered

  • @99snapsnap
    @99snapsnap Рік тому

    Thank you so much.Very helpful and calming.

  • @Unpluged1
    @Unpluged1 7 місяців тому

    Very helpful, you are a legend ❤

  • @z.k8142
    @z.k8142 Рік тому

    Thank you, easy and straightforward advice, helpful 👍. Pls keep up

  • @georgienchev715
    @georgienchev715 10 місяців тому

    Brilliant ☺☺☺☺ Thank you , that was what i need !

  • @catherinebrench2195
    @catherinebrench2195 10 місяців тому

    Thank you so much, just about to start my own small business (So scary!.)

  • @michellebox7975
    @michellebox7975 Рік тому

    A massive big thank you so much wow it's finally done

  • @numberonesuperman
    @numberonesuperman Рік тому

    Really enjoyed this video thanks. I'll definitely be in touch if your services are required when I start my business this year.

  • @НазарМихалко-ю9к
    @НазарМихалко-ю9к 8 місяців тому

    Thanks mate! Very helpful!

  • @arabellareynolds6084
    @arabellareynolds6084 Рік тому +1

    This is so helpful and explained well. Thank you

  • @christianbelchior1506
    @christianbelchior1506 Рік тому +1

    Thanks, it was very useful.

  • @gabcreative
    @gabcreative Рік тому

    Thanks very much for this. Very helpful 👍

  • @raecampbellsstudio
    @raecampbellsstudio Рік тому +1

    Hi Adam - thank you so much for this - really helpful

  • @davidbanks8179
    @davidbanks8179 Рік тому +1

    Brilliant, concise video, thank you.

  • @Shralps
    @Shralps 9 місяців тому

    Used for the second time. Thanks again.

  • @lisahedges7967
    @lisahedges7967 Рік тому

    Thank you, this is very helpful, can you tell,me why it won’t allow me to enter my income, it keeps saying it’s the wrong amount.

  • @samhobbs9116
    @samhobbs9116 Рік тому

    Cheers. See you next year.

  • @fabersoul
    @fabersoul Рік тому +1

    So let me get this straight. the deadline for paying taxes is 10 months after the tax year finishes?

    • @tax2ulimited
      @tax2ulimited  Рік тому

      The deadline for 2022-2023 Tax Year that ended on 5th April 2023 is 31 Jan next Year so yes 10 months after

  • @paulseik22
    @paulseik22 Рік тому

    nice and easy to follow

  • @emergencyenglishteacheresl2763

    This is crystal clear thankyou. I joined the non-resident landlord scheme in July 2023. I was a non-resident in the 2022 - 2023 tax year...Do I have to still do a return for 2022-2023 ?

  • @eyeinthesky74
    @eyeinthesky74 10 місяців тому

    Well explained thank you👍

  • @ObadiaTooley
    @ObadiaTooley 4 місяці тому

    Thank you so much for your hard work! 😊 Just a small off-topic question: 😅 I have these words 🤨. (behave today finger ski upon boy assault summer exhaust beauty stereo over). What is this? 🤔

  • @sshhaarrppyy1
    @sshhaarrppyy1 Рік тому +2

    You save me every year hahaha. Happy 3rd Anniversary x

  • @Kifter1983
    @Kifter1983 Рік тому

    Didn't know that, you pay tax before you're taxed... The UK HMRC never ceases to amaze.

  • @kimsandy8969
    @kimsandy8969 Рік тому

    THANK YOU!!!!!!!!!!!!!!! I can actually sleep tonight! 😅

  • @ipprp7898
    @ipprp7898 7 місяців тому

    Do you fill the full mortgage interest cost and let HMRC do the calculation or you out in only remain cost after 20% reduction allowance for BTL mortgage cost . Thank you

  • @alicedegrassi7827
    @alicedegrassi7827 Рік тому

    Hi there, thanks for the video! This might be a very dumb question, but I work for two agencies and they were listed in the employment section, rightfully so, but I also work freelance and did a couple gigs by myself. My question is: In the turnover, do I put what I earned as a freelancer + what I also earned with the agencies, or just what I earned as a freelancer? Thanks!

  • @adamfarid1788
    @adamfarid1788 9 місяців тому

    Thanks very much very helpful video

  • @cuteopiax1259
    @cuteopiax1259 Рік тому +3

    I'm an employee and not self-employed yet, but thinking about a side-hussle starting next year. The tax hurdle is a massive one and I find it quite confusing. My main questions now are - When selling on Ebay, is the turnover amount the amount after Ebay has deducted fees, or is the Ebay fee counted as an expense? (The latter of these 2 options makes it more complicated and time-consuming). Also, how do I seperate out reselling and selling my own stuff regarding taxable income? Do I just not declare all sales of my own stuff? Thirdly, is an Excel spreadsheet good enough for doing my own accounts? And lastly, if I find an accountant because this is all too confusing, what information do I give them and in what format? That's a lot of questions, I have loads more though.

    • @tax2ulimited
      @tax2ulimited  Рік тому

      Hi it is always a good idea to start a side-hussle to help with some additional income so congratualtion.
      Turnover is all the sales you will make on Ebay, meaning how much money entered in your bank account from those sales. When you first start as Self Employed it may be confusing, you will need to be orginised with your sales and expenses, keeping track of figures on a excel is a good starting point, though you will also need ot keep backup of all invoices and expense receipts. If you need help to submit your Tax Return before the 31 Jan deadline, please send us an email with your personal details at info@tax2u.co.uk and one of our team members will get back to you

    • @lightblue76
      @lightblue76 Рік тому

      Hello.I love this video and thank you.However, I have a question: I am newly self-employed; started my business in March 2023. I did not get paid until mid-April 2023, that is after the 5th April 2023.I was working as self-employed though in March 2023.Do I declare 0 earnings in this case for tax year 22-23?
      Thanks very much!

  • @harestileheep9312
    @harestileheep9312 Рік тому

    Very very helpful, thanks.

  • @kristimarku-y3j
    @kristimarku-y3j 18 днів тому

    if you start your employment in April do you have to declare it? Or it will be calculated the moment you get payment and will be included in the next year?