TaxSimba — High Salary Alone: Do You Actually Need 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 employment income is fully under PAYE, but you also have savings, dividends or a notice to file. Use the current checker with the whole picture. Do not decide the filing position from salary alone or from an old salary threshold in another guide.

DECISION TO RESOLVE
What other income, charge or HMRC notice affects the reporting requirement?

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

1. Identify the tax year.
Notes: ______________________________

2. Use the current HMRC filing checker.
Notes: ______________________________

3. List income and benefits beyond salary.
Notes: ______________________________

4. Review any notice to file.
Notes: ______________________________

5. Agree whether you need filing or a specific tax review.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

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