Prepare and sense-check your SA100 tax return before you file
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Filing a Self Assessment return is much less stressful when you know roughly what the answer should be before you start. This workbook helps you do exactly that. It checks whether you need to file at all, collects your figures in the same order as the tax return, estimates your income tax, National Insurance, student loan, Child Benefit charge and capital gains tax, and tells you what you'll have to pay on 31 January and 31 July.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
HMRC's reasons for a return, checked against your figures. What you do: answer the three Yes / No questions.
Step 2
Every type of income, laid out like the return, with last year alongside. What you do: enter this year and last year.
Step 3
Pension contributions, Gift Aid, allowances and Child Benefit. What you do: enter what you paid and received.
Step 4
The full estimated calculation from total income to the balance to pay. What you do: nothing – calculated.
Who it is for
Quick start
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Part of AML Finance Group
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.
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