18 year old's self assessment
18 year old's self assessment
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Discussion

FriedMarsBar

Original Poster:

554 posts

56 months

Thursday 13th February 2025
quotequote all
My 18 year old worked in the summer before starting uni and subsequently had tax deducted.

If I do a self assessment for them, to reclaim the tax paid at source, will this mean they have to complete an SA next year?

I assume they need make a declaration in next year to say "I don't need to complete an SA"?

I don't really want to be lumbered with a SA every year for them for the small amount we could reclaim.

Thanks

2 sMoKiN bArReLs

31,842 posts

259 months

Thursday 13th February 2025
quotequote all
I'm not an expert...


.....but there is a simple form you can fill in to reclaim the tax without doing a self assessment.

I did this a few years back. (I'm assuming things remain the same).


FriedMarsBar

Original Poster:

554 posts

56 months

Thursday 13th February 2025
quotequote all
2 sMoKiN bArReLs said:
I'm not an expert...


.....but there is a simple form you can fill in to reclaim the tax without doing a self assessment.

I did this a few years back. (I'm assuming things remain the same).
Fantastic thanks, I had assumed a full SA was required.
EDIT: I found the form online and completed. Thx again


Edited by FriedMarsBar on Thursday 13th February 14:51

2 sMoKiN bArReLs

31,842 posts

259 months

Thursday 13th February 2025
quotequote all
FriedMarsBar said:
2 sMoKiN bArReLs said:
I'm not an expert...


.....but there is a simple form you can fill in to reclaim the tax without doing a self assessment.

I did this a few years back. (I'm assuming things remain the same).
Fantastic thanks, I had assumed a full SA was required.
EDIT: I found the form online and completed. Thx again


Edited by FriedMarsBar on Thursday 13th February 14:51
thumbup

Spare tyre

12,080 posts

154 months

Friday 14th February 2025
quotequote all
I rang them, they asked some questions and sent me a letter saying I’m off the hook

Eric Mc

124,933 posts

289 months

Saturday 15th February 2025
quotequote all
On a general point, if you DID complete a self assessment tax return for a certain year and if you can show on that tax return that the source of income that gave rise to the need to submit a tax return was not relevant for the next tax year (e.g. your self employment ceased before the end of the tax year), then there is a box on the return where you show the cessation date.

That, on its own should be enough to prompt HMRC not to require a tax return for the following tax year.

FriedMarsBar

Original Poster:

554 posts

56 months

Monday 17th February 2025
quotequote all
Spare tyre said:
I rang them, they asked some questions and sent me a letter saying I’m off the hook
Thanks handy to know.

FriedMarsBar

Original Poster:

554 posts

56 months

Monday 17th February 2025
quotequote all
Eric Mc said:
On a general point, if you DID complete a self assessment tax return for a certain year and if you can show on that tax return that the source of income that gave rise to the need to submit a tax return was not relevant for the next tax year (e.g. your self employment ceased before the end of the tax year), then there is a box on the return where you show the cessation date.

That, on its own should be enough to prompt HMRC not to require a tax return for the following tax year.
Excellent info. Thanks