HMRC Self Assessment - salary etc not pre-populated
Discussion
When I've done this before, employer, salary and tax details are already there and it's just a matter of confirming them.
Just logged in now to do it and it's asking me who my employers are etc etc.
I looked at the separate Income Tax summary page and that's all correct. It's like the SA system hasn't pulled the details across.
Have they changed this - the pre-population? Or is it a bit broken?
Just logged in now to do it and it's asking me who my employers are etc etc.
I looked at the separate Income Tax summary page and that's all correct. It's like the SA system hasn't pulled the details across.
Have they changed this - the pre-population? Or is it a bit broken?
Sheepshanks said:
When I've done this before, employer, salary and tax details are already there and it's just a matter of confirming them.
Just logged in now to do it and it's asking me who my employers are etc etc.
I looked at the separate Income Tax summary page and that's all correct. It's like the SA system hasn't pulled the details across.
Have they changed this - the pre-population? Or is it a bit broken?
Mine have never bee pre-populated. I also fill in the returns for family/friends. From memory the only bits that ARE prepopulated are things like name/address/NI number. Just logged in now to do it and it's asking me who my employers are etc etc.
I looked at the separate Income Tax summary page and that's all correct. It's like the SA system hasn't pulled the details across.
Have they changed this - the pre-population? Or is it a bit broken?
Up until now the Self Assessment system has NOT pre-populated details that HMRC may already have received through third parties (like employers or banks).
HOWEVER, if you have a Personal Tax Account with HMRC it is likely that the personal tax account IS pre-populated with this type of information.
The Self Assessment system and the Personal Tax Account are completely different and not interlinked. That is one of the reasons why the Self Assessment system is being closed down on 6 April 2024.
HOWEVER, if you have a Personal Tax Account with HMRC it is likely that the personal tax account IS pre-populated with this type of information.
The Self Assessment system and the Personal Tax Account are completely different and not interlinked. That is one of the reasons why the Self Assessment system is being closed down on 6 April 2024.
Slightly off topic
Eric, is there a plan for what will replace the self assessment? It’s pretty straight forward for the average muppet like me to work through, seems to do the job I would have thought for the vast majority of people who need to use it.
Are they going to assess everyone or is the case of pretending to stamp out “tax evasion/avoidance” ( let HMRC muddy those terms as much as possible to make every look like a criminal) and it will all be an absolute nightmare trying to do your tax return?
Eric, is there a plan for what will replace the self assessment? It’s pretty straight forward for the average muppet like me to work through, seems to do the job I would have thought for the vast majority of people who need to use it.
Are they going to assess everyone or is the case of pretending to stamp out “tax evasion/avoidance” ( let HMRC muddy those terms as much as possible to make every look like a criminal) and it will all be an absolute nightmare trying to do your tax return?
I'm glad some people seem to have found it the same as I remember.
I always wondered why people with straightforward affairs made a drama about self assessment - in the past, as the figures were there, and our accountant sends us a spreadsheet with them to checI, and benefits and dividends on too, it's been an absolute breeze and takes about 30 mins. Even with three employers.
I always wondered why people with straightforward affairs made a drama about self assessment - in the past, as the figures were there, and our accountant sends us a spreadsheet with them to checI, and benefits and dividends on too, it's been an absolute breeze and takes about 30 mins. Even with three employers.
anonymous said:
[redacted]
To be honest I have to agree, it’s not rocket science to get your name etc correct.But having said that, there are many people who I work with who are extremely smart at what they do, who find that these simple tasks are above them and very scary.
Sometimes you have to remember that not everyone thinks the same way. They can be extremely successful but not necessarily the most practical.
We are all different.
supersport said:
To be honest I have to agree, it’s not rocket science to get your name etc correct.
But having said that, there are many people who I work with who are extremely smart at what they do, who find that these simple tasks are above them and very scary.
Sometimes you have to remember that not everyone thinks the same way. They can be extremely successful but not necessarily the most practical.
We are all different.
It’s not ‘your name’….they fill in all your details, how much you’ve been paid, how much tax and NI you’ve paid… how much expenses and benefits etc etc. all the details you have to go find from your own docs. But having said that, there are many people who I work with who are extremely smart at what they do, who find that these simple tasks are above them and very scary.
Sometimes you have to remember that not everyone thinks the same way. They can be extremely successful but not necessarily the most practical.
We are all different.
As you say, some find this hard. But if all you have to do is review and accept what’s there, then surely that’s good? It’s nice to know that the HMRC actually know this detail and don’t have to be specifically told, after all…..
TTmonkey said:
supersport said:
To be honest I have to agree, it’s not rocket science to get your name etc correct.
But having said that, there are many people who I work with who are extremely smart at what they do, who find that these simple tasks are above them and very scary.
Sometimes you have to remember that not everyone thinks the same way. They can be extremely successful but not necessarily the most practical.
We are all different.
It’s not ‘your name’….they fill in all your details, how much you’ve been paid, how much tax and NI you’ve paid… how much expenses and benefits etc etc. all the details you have to go find from your own docs. But having said that, there are many people who I work with who are extremely smart at what they do, who find that these simple tasks are above them and very scary.
Sometimes you have to remember that not everyone thinks the same way. They can be extremely successful but not necessarily the most practical.
We are all different.
As you say, some find this hard. But if all you have to do is review and accept what’s there, then surely that’s good? It’s nice to know that the HMRC actually know this detail and don’t have to be specifically told, after all…..
You get a P60 and possibly a P11d. What’s so difficult copying the details onto a form?
TTmonkey said:
Metal Guru said:
You get a P60 and possibly a P11d. What’s so difficult copying the details onto a form?
Mr Dendrite said:
Slightly off topic
Eric, is there a plan for what will replace the self assessment? It’s pretty straight forward for the average muppet like me to work through, seems to do the job I would have thought for the vast majority of people who need to use it.
Are they going to assess everyone or is the case of pretending to stamp out “tax evasion/avoidance” ( let HMRC muddy those terms as much as possible to make every look like a criminal) and it will all be an absolute nightmare trying to do your tax return?
Yes. The plan is - Eric, is there a plan for what will replace the self assessment? It’s pretty straight forward for the average muppet like me to work through, seems to do the job I would have thought for the vast majority of people who need to use it.
Are they going to assess everyone or is the case of pretending to stamp out “tax evasion/avoidance” ( let HMRC muddy those terms as much as possible to make every look like a criminal) and it will all be an absolute nightmare trying to do your tax return?
a) pay attention to your tax account
b) if you are self employed, submit 4 electronic returns to HMRC each year
c) if you are a partner in a partnership - as b)
d) if you are a landlord - as b) and c)
HMRC will be completely passive regarding prompts and reminders. Every taxpayer must know their duties and will need to be aware of the various multiple deadlines that will apply to their affairs.
To be honest, if your only sources of income are a single salary with related Benefits in Kind, you should not really need to complete a Self Assessment tax return. HMRC should have the capability to absorb the information supplied by the employer and (if appropriate) by yourself, through updating your tax account, to tax you properly through the correct adjustments to your PAYE Tax Coding.
Self Assessment was primarilly designed to allow people who have more complex tax affairs (multiple employments, multiple pensions, self employed income, partnership income, rental income, dividend income, overseas income, other untaxed income etc) to notify HMRC of these incomes which they otherwise would not be aware of.
As the system has developed over the years, some unintended consequences have arisen due to tax and benefit changes. A good example is the Child Benefit overpayment notification system which did not exist back in 1995 when Self Assessment was invented. Hundreds of thousands of (fairly straightforward) PAYE only tax payers have been dragged in Self Assessment purely because of this. George Osborne, in his wisdom, decided that the mechanism whereby the government took back from taxpayers excessive Child Benefits would be through Self Assessment. Tens of thousands of people have had to register for Self Assessment just so they can pay back Child Benefit.
Self Assessment was primarilly designed to allow people who have more complex tax affairs (multiple employments, multiple pensions, self employed income, partnership income, rental income, dividend income, overseas income, other untaxed income etc) to notify HMRC of these incomes which they otherwise would not be aware of.
As the system has developed over the years, some unintended consequences have arisen due to tax and benefit changes. A good example is the Child Benefit overpayment notification system which did not exist back in 1995 when Self Assessment was invented. Hundreds of thousands of (fairly straightforward) PAYE only tax payers have been dragged in Self Assessment purely because of this. George Osborne, in his wisdom, decided that the mechanism whereby the government took back from taxpayers excessive Child Benefits would be through Self Assessment. Tens of thousands of people have had to register for Self Assessment just so they can pay back Child Benefit.
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