← All prebuilt solutions
Tax & Company

Self Assessment Payments on Account Planner

Your January and July tax bills worked out in advance – whether you need payments on account, whether to reduce them, and how much to save each month

£20

Secure checkout. Your file is ready in your client portal as soon as payment clears.

Self Assessment Payments on Account Planner

Overview

The January after your first year of self-employment is a shock for many people: the whole year's tax plus half of next year's in advance. This workbook shows every payment coming up, and how much to put aside each month so it is never a surprise.

Price
£20
Who it’s for
Tax & Company
Works with
Microsoft Excel for Windows and Mac
Buy now

See how it works

A walk through the main sheets

The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.

Step 1

Schedule

Every payment due and when. What you do: nothing to enter.

Schedule
Savings Plan

Step 2

Savings Plan

How much to put aside each month. What you do: nothing to enter.

Step 3

Settings

Last year's bill and this year's estimate. What you do: enter your figures.

Settings

Step 4

Who it is for

Made for people like you

  • Example – text
  • Self-employed people and landlords – Never be surprised by a January tax bill.
  • People with income falling – See whether reducing payments on account makes sense.
  • Accountants – Show clients their payment schedule.

Quick start

Up and running in minutes

  1. Example – text
  1. Settings – Last year's figures from your tax calculation, this year's estimate and what you have saved.
  2. Schedule – Check whether payments on account are needed and the amounts and dates.
  3. Savings Plan – Set up a standing order for the monthly amount into a separate savings account.

Key features

  • Checks whether you need to make payments on account – more than £1,000 due through Self Assessment and less than 80% paid at source – and works out each one.
  • Lays out every payment for the next two years: January balancing payments, first and second payments on account, with capital gains tax and student loan added where they belong.
  • Shows the level amount to save each month so every bill is covered, with a month-by-month tax pot, and lets you test reducing your payments on account.

What’s included

  • Dashboard – Your next bills
  • Settings – Last year, this year, savings
  • Schedule – Every payment and date
  • Savings Plan – Month by month
  • Guide – How to use this workbook

How buying works

Your file is only released to your client portal once payment has cleared.

1

Click Buy now

You are taken to our secure checkout.

2

Pay securely

Checkout takes a minute and you get a receipt by email.

3

Download your file

Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.

Explore the range

Need it tailored to your business?

We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.

Part of AML Finance Group

Need an accountant too?

Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.

Visit AML Accountancy Solutions