Bookkeeping 2025 - Self-assessment Back to Basics (Jul 25)
Category: Tax | Duration: 1hr | Tag: VODUKBK2508 | Type: Video | Course Level:? | Speaker: Helen Thornley, David Wright | Date: 30/07/2025 10:00
Course Details
HMRC issued more than 12 million Self-Assessment tax returns for the 2023/24 tax year, and around 60% of those returns were prepared and submitted by an agent on the taxpayer’s behalf. This course will help you understand how Self-Assessment works, who it applies to and how you can help existing and new clients remain compliant.
Helen Thornley and David Wright cover the following topics during this course:
- Who needs to complete a Self-Assessment return?
- Dates and deadlines to remember
- Registration, administration and managing the tax account
- Reporting business income and expenses under Self-Assessment
- What happens after submitting the return – corrections, HMRC enquiries and penalties
CPD Course Speaker
ATT
Helen Thornley
Helen is a technical officer with the Association of Taxation Technicians (ATT) where her role includes looking at the latest changes in tax policy and working with HMRC on developments and improvements to their systems and processes.
Helen’s background is in personal tax, and prior to joining the ATT she worked in the north of England advising family businesses and high net worth individuals. Helen writes for publications including Tax Adviser, AccountingWEB, Accountancy Age and Taxation magazine.
She has appeared on BBC Radio 4's Money Box Live and BBC Radio 5 Live's Wake up to Money in addition to many local radio stations and been quoted in the Financial Times, Times, Telegraph and Guardian. Helen is also a member of the CIOT, ICAEW and STEP (Society of Trust and Estate Practitioners).
Helen’s background is in personal tax, and prior to joining the ATT she worked in the north of England advising family businesses and high net worth individuals. Helen writes for publications including Tax Adviser, AccountingWEB, Accountancy Age and Taxation magazine.
She has appeared on BBC Radio 4's Money Box Live and BBC Radio 5 Live's Wake up to Money in addition to many local radio stations and been quoted in the Financial Times, Times, Telegraph and Guardian. Helen is also a member of the CIOT, ICAEW and STEP (Society of Trust and Estate Practitioners).
ATT Technical Officer
David Wright
David is a Technical Officer with the Association of Taxation Technicians (ATT) with a particular focus on personal tax, including capital taxes and trusts. Before joining the ATT, David specialised in private client advisory and compliance at regional and mid-tier firms in the South West, having trained with a Big Four firm. David is a member of the ATT, the CIOT and the ICAEW.