Chiu Amy

Hi, If my chargeable assets were less than £50,000 and my chargeable gains before taking off any losses were less than the annual exempt amount (i.e. £6,000 for tax year 2023/24), but I would like to report my capital loss for claiming a CGT tax reduction in tax year 2024/25. My questions are: - 1. Do I still need to complete the SA108 for tax year 2023/24? If so, do I need to report all the disposals during the tax year? 2. If answer to 1 above is negative, how can I report my capital loss and claim any CGT tax reduction in tax year 2024/25? Many thanks.

Hi, I previously ordered a paper form SA101 for filing my tax return for tax year 2023/2024, but I would now use a commercial software supplier to file my self assessment. May I confirm if I need to inform HMRC (and if so, how and when) so as not to cause misunderstanding of late filing as the deadline for paper filing would be due by 31 Oct 2024. Many thanks!

Hi, I am completing a self-assessment for year 2023/24. It's my first time to complete the form, and I would like to confirm say, if Bank A only sent me the interest payment on 25th of each month (and i did not receive any further doc from Bank A for tax reporting purpose), then do i need to declare the interest for April 24 (which was only received until 25 April 24) for year 2023/24? If so, do i need to report it in full or apportion it by myself as to include the interest for 1-5 April 24. Thank you!