TaxSimba — Savings Interest: When Do You Need to Tell HMRC or File a 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
Collect annual interest statements for each relevant account, including accounts outside the main bank. Keep the account type and gross interest identifiable. A bank reporting information to HMRC does not ensure the accountant has the complete figures for your return.

DECISION TO RESOLVE
Which accounts are included, and which interest belongs in the reporting calculation?

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

1. List all accounts, including closed ones.
Notes: ______________________________

2. Collect interest certificates for the tax year.
Notes: ______________________________

3. Identify joint-account shares and ISAs.
Notes: ______________________________

4. List other income affecting allowance calculations.
Notes: ______________________________

5. Check HMRC's required reporting or collection route.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

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