How do I fill out my first self assessment tax return?

Before you start, make sure you have:

1. your ten-digit Unique Taxpayer Reference (UTR)
2. your National Insurance number.
3. details of your untaxed income from the tax year, including income from self-employment, dividends and interest on shares.
4. records of any expenses relating to self-employment.

What information will I need to fill in a Self Assessment tax return?

1. your ten-digit Unique Taxpayer Reference (UTR)
2. your National Insurance number.
3. details of your untaxed income from the tax year, including income from self-employment, dividends and interest on shares.
4. records of any expenses relating to self-employment.

How to register as a tax return preparer?

The IRS plans allowed preparers who tested during the initial three-year implementation period to sit as many exams as they needed in order to pass provided they pay for the examinations. The IRS developed a searchable online directory of tax return preparers that registered and passed the competency examination.

When is a tax preparer not required to e-file?

If a preparer prepares less than ten returns, they are not required to e-file. If they have filed more than ten returns in a given year, they are required to e-file every single return they prepare. While there are some exceptions, they are rare. What is an Electronic Filing Identification Number (EFIN)?

What to look for in a tax preparer?

Choose a trusted preparer. Taxpayers entrust vital personal data with the person preparing their tax return, including Social Security numbers and information on income and investments. Review the tax return carefully before signing.

Where do I go to fill out my taxes for the first time?

If you prefer to fill out the forms yourself, then you can download them from the IRS website. Most first-timers need to fill out Form 1040 for individual tax returns. Gather your W-2 forms and other tax documents. Read what’s in all those boxes on your W-2s, as well as the labels and the backs.