TaxSimba — Payments on Account Explained — Why Is HMRC Asking for More?
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
An illustrative £4,000 relevant bill can be accompanied by a £2,000 first payment on account, making £6,000 due in January before other adjustments. The second £2,000 instalment belongs on the July line. Do not describe the £8,000 combined payments as all being tax on one year.

DECISION TO RESOLVE
Which payment settles the earlier year and which is an advance towards the next?

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

1. List each January charge with its tax year.
Notes: ______________________________

2. Record payments and credits already on the account.
Notes: ______________________________

3. Estimate the next year's income and deductible costs.
Notes: ______________________________

4. Check tax deducted outside Self Assessment.
Notes: ______________________________

5. Set January and July reminders and a monthly savings target.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/payments-on-account-explained
Check the current guide and official sources before relying on a deadline or process.