This section of your tax return allows you to customise which pages and questions appear based on your personal circumstances. Answer the questions carefully to ensure you complete all relevant sections.
The “Tailor Your Return” section is an important step in completing your Self Assessment tax return. HMRC will ask you a series of questions to determine which additional pages you need to complete based on your income sources and personal circumstances.
We’ve split this guidance into three pages to make it easier to navigate. Each page corresponds to the screens you’ll see on the HMRC system.
How to Use This Guide
Work through each page in order as you complete your tax return. Click on the relevant page below to view detailed guidance for each question:
Page 1: Employment & Self-Employment
This page covers the fundamental questions about your work status during the tax year:
- Employment and agency work
- Self-employment and turnover
- Partnerships
- Property income
- Foreign income
- Capital gains
Page 2: Income & Benefits
This page focuses on additional income sources and benefits you may have received:
- Interest from savings
- Dividends from shares
- Pensions and state benefits
- Child Benefit (High Income charge)
- Other UK income
- Income tax losses
- Pension savings charges
Page 3: Pensions, Relief & Final Questions
This final page covers reliefs, deductions and compliance questions:
- Personal pension contributions
- Charitable donations (Gift Aid)
- Married couple’s allowance
- Other tax reliefs and deductions
- Tax refunds
- Tax advisers
- Tax avoidance schemes
- Acting on behalf of someone else
Important Reminders
Due to the nature of the tax system, we cannot provide information covering every eventuality. With tax matters, everyone is different, and not all questions listed may appear on your return.
Where your circumstances are more complex than just standard employment and self employment, seek professional assistance to complete your return.
Most Slimming World consultants will typically answer YES to:
- Employment (if you have another job)
- Self-employment (for your consultant business)
And NO to most other questions unless you have additional income sources or special circumstances.
Need Help?
If you’re unsure about any question, always click the ‘Help’ button on the HMRC tax return for official guidance. You can also use the support resources available through your MalgraBooks account.