TaxSimba — Several Years of Unfiled Tax Returns: How to Put Them in Order
Preparation worksheet

This is an optional offline planning aid, not a tax return or a filing confirmation.
Keep completed notes securely. Do not add passwords or one-time security codes.

PRACTICAL TASK
Use a recovery table instead of one mixed folder Historic-return recovery plan Year Filing position Evidence gap Next action 2023/24 Return status to confirm Missing bank period Obtain statement and check HMRC notice. 2024/25 Filed, possible error Omitted income statement Check correction route and deadline. 2025/26 Current return to prepare P60 still needed Request document while older work is reviewed. This is a planning example, not a recommendation to use the same route for each year. Add the HMRC references and person responsible in your own private copy. An urgent current deadline can need attention while the older years are being reconstructed.

Outcome to confirm: ____________________
Evidence or reference: ____________________
Person responsible and next check date: ____________________

1. Each affected tax year
Notes: ______________________________

2. HMRC notices and deadlines
Notes: ______________________________

3. Filed, unfiled or potentially undisclosed position
Notes: ______________________________

4. Missing income, expense and payment evidence
Notes: ______________________________

5. Agreed actions, fees and responsible person
Notes: ______________________________

Actions agreed with accountant:
____________________________________

Guide: https://taxsimba.co.uk/blogs/multiple-overdue-self-assessment-returns

Check the current guide and official sources before relying on a deadline or process.