TaxSimba — Private Tutor Tax Returns: Fees, Platforms and Term-Time Records 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 Keep platform statements, direct lesson fees, cancellations and refunds together, but distinguish any employed teaching role. Gross fees and net platform payouts answer different questions. A full appointment record helps identify cash lessons missing from bank deposits. DECISION TO RESOLVE Can lesson income be reconciled across platforms, direct clients and employment? YOUR POSITION Relevant year and source: ____________________ Evidence supporting your answer: ____________________ Missing item and who will obtain it: ____________________ Deadline or next review date: ____________________ 1. List PAYE, private, agency and platform work. Notes: ______________________________ 2. Record lesson fees, block payments and refunds. Notes: ______________________________ 3. Reconcile platform fees and payouts. Notes: ______________________________ 4. Collect teaching-material and other business-cost evidence. Notes: ______________________________ 5. Check tax-year coverage and accounting method. Notes: ______________________________ Actions agreed and responsible person: ____________________________________ Guide: https://taxsimba.co.uk/blogs/private-tutor-self-assessment-tax Check the current guide and official sources before relying on a deadline or process.