TaxSimba — Why Your MTD Tax Estimate May Differ From Your Final Bill
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 software shows an in-year estimate, the draft annual calculation shows another amount and the HMRC account shows a balance after payments. Compare their dates and what they include. They can describe different stages rather than a single unexplained software error.

DECISION TO RESOLVE
Which figure is an estimate, which is total liability and which is still payable?

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

1. Record the estimate's date and period.
Notes: ______________________________

2. List information included and missing.
Notes: ______________________________

3. Identify outstanding year-end adjustments.
Notes: ______________________________

4. Reconcile prior payments and tax credits.
Notes: ______________________________

5. Review the reserve against the completed annual calculation.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/mtd-estimated-tax-bill-not-final
Check the current guide and official sources before relying on a deadline or process.