Ima logo  
Search Search button
 
  Investment Management Association
Fact sheet home Investors IMA home

COMPLETING YOUR TAX RETURN 2009 - 2010

WHEN DOES THE TAX RETURN HAVE TO BE SUBMITTED?

There are two ways to complete your tax return form - fill in and submit a paper version, or complete the form online. If you are completing a paper version of the form, the deadline for submitting it is 31 October 2010.  If you are intending to complete the form online, you will need to submit it by 31 January 2011.

To submit your tax return form online, go to HMRC's website at: www.hmrc.gov.uk/sa/index.htm.

Under the section ‘Do it online', you will first need to register online for a username and password. This will allow you to access the form.


How Your Tax Liability is Calculated

HMRC will calculate your tax liability for you provided that they receive it by 31 October 2010. This applies to forms completed on paper or online.

You can calculate your tax liability yourself if you wish. To do this, you need to request the ‘Tax calculation summary' page of the tax return form from HMRC.


<<previous   next>>

Helpful Hint

You should keep all documents relating to your investments as you may also need them to work out your capital gains tax liability when you sell the units or shares held in the fund. And, under self-assessment, it is important to you keep detailed records in case you need to refer to them again in the future.