TaxSimba — Late Self Assessment Filing — Penalties and What To Do Now
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
You receive a late-filing penalty and a separate late-payment charge. Record the year, type, amount and issue date for each. Filing the return deals with the missing submission, while payment and any appeal need separate action.

DECISION TO RESOLVE
Have you checked the applicable regime and response deadline for each individual notice?

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

1. Identify every outstanding tax year.
Notes: ______________________________

2. Copy the notice date, charge and appeal deadline.
Notes: ______________________________

3. List missing filing records and who will supply them.
Notes: ______________________________

4. Prepare a dated explanation with supporting evidence.
Notes: ______________________________

5. Record filing confirmation and any payment arrangement separately.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

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