TaxSimba — Pension Contributions and Adjusted Net Income: What to Tell Your Accountant
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
A payslip and a private pension statement describe contributions differently. Label which amounts are relief at source, net pay or salary sacrifice before supplying a total. Adding every displayed figure can deduct the same contribution twice.

DECISION TO RESOLVE
What method applies to each payment, and which figure belongs in the tax calculation?

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

1. Collect provider statements and payslips.
Notes: ______________________________

2. Identify the contribution and relief method.
Notes: ______________________________

3. Record net, relief and gross amounts correctly.
Notes: ______________________________

4. Allocate payments to the actual tax year.
Notes: ______________________________

5. Flag limits or large contributions for a separate review.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/pension-contributions-adjusted-net-income
Check the current guide and official sources before relying on a deadline or process.