TaxSimba — Appealing a Self Assessment Penalty: Evidence, Deadlines and Next Steps
Preparation worksheet

This is an optional offline planning aid, not a tax return or a filing confirmation.
Keep completed notes securely. Do not add passwords or one-time security codes.

PRACTICAL TASK
Use HMRC’s appeal route for the actual penalty HMRC’s Self Assessment appeal checker directs you to the applicable online route or forms SA370 and SA371. Follow the notice and keep proof of sending the appeal. Record the penalty issue date immediately. HMRC normally allows 30 days from issue to contact it or appeal; explain any late appeal separately. Track the appeal, the return and the unpaid tax as separate tasks so sending a letter does not leave the original problem unresolved.

Outcome to confirm: ____________________
Evidence or reference: ____________________
Person responsible and next check date: ____________________

1. Penalty notice, issue date and tax year
Notes: ______________________________

2. Appeal deadline
Notes: ______________________________

3. Dated factual timeline
Notes: ______________________________

4. Relevant genuine evidence
Notes: ______________________________

5. Filing, payment and appeal status
Notes: ______________________________

Actions agreed with accountant:
____________________________________

Guide: https://taxsimba.co.uk/blogs/appeal-self-assessment-late-penalty

Check the current guide and official sources before relying on a deadline or process.