TaxSimba — Does Making Tax Digital Replace Self Assessment?
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
Your current MTD records are up to date, but your earlier annual return is still awaiting a P60. Keep that return in the tracker until it is actually submitted. Completing updates for the new year does not report the earlier year’s employment figures.

DECISION TO RESOLVE
Which annual return remains open despite the current updates being complete?

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

1. Create separate folders for each tax year.
Notes: ______________________________

2. List quarterly submission evidence.
Notes: ______________________________

3. List annual return tasks and missing information.
Notes: ______________________________

4. Record other income and reliefs for year-end.
Notes: ______________________________

5. Check filing and payment dates separately.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/does-mtd-replace-self-assessment
Check the current guide and official sources before relying on a deadline or process.