This article explains what to do if you realise that you made a mistake on a Self Assessment tax return after you’ve filed it to HMRC through FreeAgent.
Please note that FreeAgent's Self Assessment functionality won't be available if you have an unincorporated landlord account.
Before you get started
Check with an accountant
We strongly recommend that you check with an accountant before making any changes to a filed tax return in FreeAgent. If your accountant is set up as a user in your FreeAgent account, they might prefer to do this on your behalf.
If you’re not currently working with an accountant, take a look at our accountant directory. FreeAgent’s support team is not authorised by HMRC to provide advice on amending filed tax returns.
If your accountant advises you to make corrections to your tax return in FreeAgent, please follow the steps outlined below.
Check HMRC’s deadline for correcting mistakes on a filed tax return
HMRC imposes a deadline for correcting any mistakes on a filed tax return. This deadline is one year after the online filing deadline of the tax return that you want to correct. If you discover that you made a mistake on your 2020/2021 tax return, for example, the deadline for correcting any mistakes will be 31st January 2023.
If you have filed both your 2020/2021 and your 2021/22 tax returns and you are still within the deadline for submitting amends for the earlier tax return (before 31st January 2023), you will need to follow the instructions outlined below to unlock the most recent return before you can unlock the earlier one and correct it.
If the deadline for correcting the tax return you want to amend has passed, you will not be able to unlock or correct this tax return in FreeAgent and you should speak to your accountant instead. They will be able to advise whether you should make the corrections in the current tax year or if you should contact HMRC to explain the error and update the submitted return.
1. Unlock the tax return
Navigate to the ‘Taxes’ tab at the top of the screen and select ‘Self Assessment’ from the drop-down menu.
Select the relevant user from the drop-down menu.
Select the relevant tax year from the list or from the ‘History’ drop-down menu to view the tax return.
Before you unlock your tax return, we strongly recommend you take a copy of the long ‘IR’ mark, which is displayed on the right-hand side of the screen, and save copies of each page listed under ‘Your Tax Return’. To do this from your web browser, press ‘Ctrl + p’ if you’re using a PC or ‘cmd + p’ if you’re using a Mac.
If the tax return has been filed to HMRC, the ‘Unlock Return’ button will be visible at the top-right of the screen. Select this button.
Select ‘Unlock Return’ in the pop-up window to complete the process.
2. Make the necessary corrections
Edit the information in the tax return as required, bearing your accountant’s advice and any guidance from HMRC in mind. Remember that you can use the panel on the right-hand side of the screen to navigate between the different pages of your tax return.
3. Re-file your amended tax return to HMRC
Select the ‘Prepare to File Online’ button.
Ask your accountant to review the changes you’ve made to your tax return. When you’re both happy that the amended tax return is ready to be filed to HMRC again, select ‘File online with HMRC’.
Enter your Government Gateway credentials and select ‘Submit Self Assessment’ to file the amended tax return to HMRC.