TaxSimba — P800 or Simple Assessment PA302: Do You Also Need a Tax Return?
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
Put the P800 or PA302 beside the relevant income documents, tax paid and any Self Assessment calculation for that year. Identify the exact mismatch before contacting HMRC. Paying both figures without checking can conceal a duplicate assessment issue.

DECISION TO RESOLVE
What income or payment differs, and which notice process applies?

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

1. Keep the complete notice and issue date.
Notes: ______________________________

2. Identify tax year and document type.
Notes: ______________________________

3. Compare source income and tax-deduction statements.
Notes: ______________________________

4. List earlier notices and payments.
Notes: ______________________________

5. Record query, payment and overlap-resolution instructions.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/p800-simple-assessment-pa302-vs-tax-return
Check the current guide and official sources before relying on a deadline or process.