TaxSimba — Self Assessment Deadline 2027 — Dates You Need to Know
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 approve a return on 20 January, but have no submission confirmation and have not arranged payment. Keep approval, filing and payment as three separate lines. Each needs its own evidence; marking the email approved does not finish the other two.

DECISION TO RESOLVE
Which of the three tasks is complete, and who is responsible for the remaining ones?

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

1. Tax year and filing route
Notes: ______________________________

2. Applicable HMRC notice
Notes: ______________________________

3. Return preparation and approval status
Notes: ______________________________

4. Tax and payments-on-account amounts
Notes: ______________________________

5. Payment method and confirmation
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

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