Guidance

Private and personal expenditure toolkit

Get help if you’re a tax agent or adviser who has clients with private and personal expenditure to declare on Self Assessment tax returns.

• From: HM Revenue & Customs
• Published: 1 May 2014
• Last updated: 29 April 2022 — See all updates

Documents

Private and personal expenditure toolkit: Self Assessment Tax Returns (2021 to 2022)

ODT, 73.8 KB

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Private and personal expenditure toolkit: Self Assessment Tax Returns (2020 to 2021)

ODT, 72.2 KB

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Private and personal expenditure toolkit: Self Assessment Tax Returns (2019 to 2020)

PDF, 871 KB, 21 pages

Private and personal expenditure toolkit: Self Assessment Tax Returns (2018 to 2019)

PDF, 1010 KB, 21 pages

Private and personal expenditure toolkit: Self Assessment Tax Returns (2017 to 2018)

PDF, 955 KB, 22 pages

Details

Find out about common errors on private and personal expenditure in tax returns if you’re a tax agent or adviser.

This guidance may also be helpful to anyone who is completing an Income Tax Self Assessment tax return.

Published 1 May 2014
Last updated 29 April 2022 + show all updates

1. 29 April 2022

   The Private and personal expenditure toolkit: Self Assessment Tax Returns (2016 to 2017) has been removed.

2. 14 April 2022

   Agent toolkit for private and personal expenditure updated for 2021 to 2022.

3. 23 December 2021

   Agent toolkit for 'Private and personal expenditure' added for 2020 to 2021.

4. 1 April 2020

   Agent toolkit for 'Private and personal expenditure' added for 2019 to 2020.

5. 25 April 2019

   Agent toolkit for 'Private and personal expenditure' updated for 2019.

6. 23 May 2018

   Agent toolkit for 'private and personal expenditure' updated for 2017 to 2018.

7. 31 May 2017

   Agent toolkit for 'Private and personal expenditure' updated for 2016 to 2017.

8. 25 May 2016

   The Private and Personal Expenditure Agent Toolkit for 2015 to 2016 is now available.

9. 21 May 2015

   Agent toolkit for private and personal expenditure updated for 2014 to 2015.

10. 1 May 2014

    First published.