Your tax bill, payment dates and monthly savings plan
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If you're self-employed, nobody takes tax off your income as you earn it – you pay it yourself through Self Assessment, usually in large lump sums on 31 January and 31 July. The rules on payments on account mean the January payment can be far bigger than people expect. This planner estimates your income tax, National Insurance, student loan and High Income Child Benefit Charge for the year, sets out every Self Assessment payment with its due date, and turns it all into one simple figure: how much to put aside each month so the money is there when HMRC wants it.
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
The full step-by-step tax computation: income, allowances, taxable income, income tax, NI and other charges. What you do: nothing to enter – use it to see how the answer is built up.
Step 2
Every Self Assessment payment with its due date and amount, the total still to save, and a 24-month savings plan with chart. What you do: nothing to enter – read it and plan your savings.
Step 3
Step 4
Who it is for
Quick start
Your file is only released once payment has cleared.
You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your download link arrives as soon as payment clears.
We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
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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