TaxSimba — Child Benefit and Self Assessment: Check Whether PAYE Is an Option
Preparation worksheet

Optional offline planning aid, not a tax return or filing confirmation.
Keep completed notes securely; never include passwords or one-time codes.

WORK THROUGH THIS EXAMPLE
Gather the Child Benefit figures and relevant income information before deciding who has a charge and how it is reported. Keep pension and donation evidence available where they affect adjusted net income. A PAYE route for the charge does not resolve an unrelated notice to file.

DECISION TO RESOLVE
Has the whole reporting position been checked before deciding to leave Self Assessment?

YOUR POSITION
Relevant year and source: ____________________
Evidence supporting your answer: ____________________
Missing item and who will obtain it: ____________________
Deadline or next review date: ____________________

1. Record Child Benefit recipients and dates.
Notes: ______________________________

2. Gather both partners' relevant income information.
Notes: ______________________________

3. Identify pension and Gift Aid details affecting adjusted net income.
Notes: ______________________________

4. Check PAYE-route timing and eligibility.
Notes: ______________________________

5. Resolve other filing reasons and existing notices.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/child-benefit-charge-paye-or-self-assessment
Check the current guide and official sources before relying on a deadline or process.