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Posted Tue, 27 Jun 2023 08:47:49 GMT by I
I used this survey link (https://www.gov.uk/check-if-you-need-tax-return) on the government's website to see if I needed to do a self-assessment for filing tax return. The answer given to me was No - I do not need to send a self-assessment tax return. Basically, I have done my calculation when I answered the questions in the above link: 1) My income was below £50,000 for Tax Year 2022/2023 2) For Question 7 re Capital Gain Tax, I also answered No because I have not sold any personal assets at all, let alone assets valued over £6,000 and I have not sold/given away shares of holiday home. - I have however sold my sole and main residence in November 2022 but since this was not my "holiday home" and since it was my sole and main residence since 2022/2023, then I am exempt from capital gain tax. My Questions: #1 : Is it ok for me to follow the survey result above and not file a self-assessment tax return? #2: I did the above survey (this is the link: https://www.gov.uk/check-if-you-need-tax-return) AFTER I have registered myself with HMRC for a self-assessment. I have filled in the form and am waiting for my Unique Taxpayer Reference Number. - Is it ok to register myself with HMRC for self-assessment but do not file the self-assessment return?
Posted Thu, 29 Jun 2023 13:23:38 GMT by HMRC Admin 5
Hi

Based on the information you have provided (after using our Self Assessment Criteria tool) you do not have to either
(a) register for Self Assessment or
(b) complete a 2022/23 Self Assessment tax return.                                              
More information can be found here:
Check if you need to send a Self Assessment tax return

Thank you
Posted Sat, 01 Jul 2023 10:22:33 GMT by I
My apologies, there is a typo in 2) above...I meant to say, "since it was my sole and main residence since 2002/2003, then I am exempt from capital gain tax". And I have met all the conditions for the full Private Residence Relief as stated here: https://www.gov.uk/government/publications/private-residence-relief-hs283-self-assessment-helpsheet/hs283-private-residence-relief-2023 May I confirm that your answers above - that I do not need to register for self-assessment nor complete a 2022/2023 self-assessment tax return still hold?
Posted Thu, 06 Jul 2023 15:34:08 GMT by HMRC Admin 5
Hi

Yes, based on the information you have provided, you are not required to register for Self Assessment.

Thank you

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