TaxSimba — No Longer Need Self Assessment? Ask HMRC Before You Stop Filing
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
If the income source has stopped, list remaining income, gains and any notices before asking HMRC to remove the filing requirement. Retain the response for the specific year. Stopping an accountancy subscription is not confirmation that HMRC withdrew the return.

DECISION TO RESOLVE
Which year has HMRC confirmed, and what older obligations remain?

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

1. Describe the changed circumstances and dates.
Notes: ______________________________

2. List final income, disposals and other sources.
Notes: ______________________________

3. Identify the specific year to be withdrawn.
Notes: ______________________________

4. Submit the correct request and retain confirmation.
Notes: ______________________________

5. Check earlier balances and future changes in circumstances.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/leave-self-assessment-no-return-needed
Check the current guide and official sources before relying on a deadline or process.