Due to the nature of the tax system, we cannot provide information covering each eventuality within our tax guide. With tax matters, everyone is different, and not all questions listed below 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.
On this section, you can tailor your tax return to your own personal circumstances.
We’ve listed examples of how some of these sections work, however it is possible that your own circumstances are different to others, therefore for assistance, press the ‘Help’ buttons on the Government return for assistance.
This article covers the second page of questions within the Tailor Your Return section of your Tax Return.
Did you receive any interest, for example, from UK banks, UK building societies, UK unit trusts (or untaxed foreign interest up to £2,000)?
This is straight forward, if you received any interest from a UK account, you can declare this here. If foreign interest payments were received, this falls into the foreign section if it was above £2k.
Did you receive any dividends, for example, UK companies, authorised unit trusts, open-ended investment companies, foreign companies (up to £300)?
If you have shares in any companies and received dividends you can declare these here. You may need the figures for these later.
Did you receive any UK pensions, annuities or state benefits, for example, state pension, occupational pension, retirement annuity, Incapacity Benefit?
If you received any of the above items, you must choose YES here.
Did you or your partner (if you have one) get Child Benefit during the year 2024-25 (this applies if someone else gets Child Benefit for a child who lives with you and pays you for the child’s upkeep)?
This relates to the High Income Child Benefit Tax Charge. If you earn over a certain amount (currently £50k), you are subject to a tax charge on this. If you don’t receive this, choose NO.
If you choose YES, you’ll be asked if it is over the threshold for tax. If NO, that is the end of these questions in relation to Child Benefit. However selecting YES will prompt questions about your income received for this.
Did you receive any other UK income, for example, employment lump sums, share schemes, life insurance gains?
There is a long list of ‘other income’ and you can press the Help button on the page to view the full list. If any apply, choose YES.
Have you made any income tax losses in the year 2024-25?
If you have, choose YES and you’ll be prompted for information later – however this does not relate to information which should be on a supplementary page, such as self employment income and expenses which fall into a different section. If those are the only losses, select NO.
Are you liable to pension savings tax charges or have you received payments from overseas pension schemes?
This is another query which is relevant only to certain individuals. Press Help to view the list/guidance before selecting the option relevant to you.
Next Steps
Continue to the final page covering pensions, charity, tax reliefs and final questions.