Self Assessment: records and deadlines
Plan your registration, return and payment.
Keep income statements and expense records for the relevant tax year. If you first need to report taxable income, check whether you must notify HMRC by 5 October after that year ends. The usual online filing and balancing-payment deadline is 31 January following the tax year. Payments on account may also apply.
Your next steps
Gather your current records, identify upcoming deadlines and discuss how the rules affect your circumstances.
Guidance reviewed 1 October 2026. Check the current official rules before acting.