TaxSimba — How to Reduce Self Assessment Payments on Account
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
You forecast lower profits after losing a client, then obtain a replacement contract. Update the estimate supporting any reduction in payments on account. Keep the assumptions and dates so the claim reflects the latest position rather than an outdated cash worry.

DECISION TO RESOLVE
Does the revised estimate include the replacement income and other relevant changes?

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

1. Record the current instalments and tax year.
Notes: ______________________________

2. Prepare year-to-date income and cost totals.
Notes: ______________________________

3. Forecast remaining income, reliefs and tax deductions.
Notes: ______________________________

4. Keep the calculation supporting the requested reduction.
Notes: ______________________________

5. Set a review date after new work or income changes.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

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