MA & Co AccountantsMA & Co Accountants

Self-Assessment Deadline 2025: Avoid Penalties with These Tips

10 min read

Last updated: January 16, 2025. This guide is based on current UK regulations and may change. Consult with qualified accountants for specific advice.

The 31 January 2026 Self-Assessment deadline is approaching fast. With penalties starting at £100 for late filing, preparation is essential. Here's everything you need to complete your return correctly and on time.

Critical Deadlines for 2025

Self-Assessment Deadlines

Deadline What's Required Time Deadline
5 October 2025 Register for Self-Assessment (if new) 11:59 PM
31 October 2025 Paper tax return submission 11:59 PM
31 January 2026 Online tax return submission 11:59 PM
31 January 2026 Tax payment and balancing payment 11:59 PM

Payments on Account

If your tax bill was over £1,000 last year, you'll also need to make:

  • First payment on account: 31 January 2026
  • Second payment on account: 31 July 2026
  • Each payment is 50% of last year's income tax and Class 4 National Insurance

Who Must Complete Self-Assessment

Mandatory Filing Requirements

According to GOV.UK guidance, you must send a return if HMRC asks you to, or if you fall into these categories:

  • Self-employed: Sole traders with income over £1,000
  • Company directors: Directors of limited companies
  • High earners: Income over £100,000 per year
  • Property landlords: Rental income over £2,500
  • Savings interest: Over £10,000 in untaxed interest
  • Capital gains: Gains over annual exemption (£6,000 for 2024-25)
  • Foreign income: Overseas income over £2,000

Employment Situations

  • Multiple employments: More than one job or pension
  • Benefits in kind: Company cars, medical insurance
  • Underpaid tax: PAYE codes cannot collect all tax due
  • Tips and commission: Untaxed employment income

HMRC Penalty Structure

Late Filing Penalties

Time Period Penalty Amount Additional Details
1 day late £100 Immediate penalty, even if no tax owed
3 months late £10 per day Maximum £900 (90 days)
6 months late 5% of tax due or £300 Whichever is greater
12 months late Additional 5% or £300 Plus potential investigation

Late Payment Penalties

  • 30 days late: 5% of unpaid tax
  • 6 months late: Additional 5% penalty
  • 12 months late: Further 5% penalty
  • Interest charges: Compound daily from due date

Essential Documents Checklist

Income Documents

  • Employment: P60, P45, P11D forms
  • Self-employment: Business invoices and receipts
  • Property rental: Rental income and expense records
  • Investments: Dividend vouchers, interest statements
  • Pensions: Private pension and state pension statements
  • Benefits: Jobseeker's Allowance, Employment Support Allowance

Expense Evidence

  • Business expenses: Receipts for allowable costs
  • Professional fees: Accountancy, legal, professional subscriptions
  • Travel costs: Mileage logs, public transport, accommodation
  • Office costs: Home office, equipment, supplies
  • Training: Courses, conferences, professional development

Common Mistakes to Avoid

Income Errors

  • Missing income sources: Ensure all income is declared
  • Gross vs net amounts: Enter gross figures before deductions
  • Foreign income: Convert to sterling using correct rates
  • Dividend tax credits: Include gross dividend amounts

Expense Mistakes

  • Personal expenses: Only claim legitimate business costs
  • Capital vs revenue: Equipment purchases may be capital items
  • VAT treatment: Remove VAT if you're VAT registered
  • Home office: Calculate correct proportion for business use

Technical Issues

Last-Minute Problems:

  • System overload: HMRC website crashes on deadline day
  • Forgotten passwords: Allow time for account recovery
  • Missing activation codes: Request replacement early
  • Browser compatibility: Use supported browsers

Expert Self-Assessment Support

Don't risk penalties and stress. We handle your Self-Assessment efficiently, ensuring compliance and maximizing your tax position.

Sources and Further Reading