TaxSimba — Self-Employed National Insurance for Your 2025/26 Tax 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
Keep the tax-adjusted trade profit calculation and any information relevant to contribution status. Bank drawings, turnover and profit are different amounts. Before using a National Insurance rate, check that it belongs to the return year being prepared.

DECISION TO RESOLVE
Which profit figure and tax-year rules support the contribution calculation?

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

1. Prepare tax-adjusted trading profit.
Notes: ______________________________

2. Confirm the tax year used for NI figures.
Notes: ______________________________

3. Gather employment contribution records.
Notes: ______________________________

4. Check age and other relevant circumstances.
Notes: ______________________________

5. Review the NI record before any voluntary-payment decision.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/self-employed-national-insurance-2025-26
Check the current guide and official sources before relying on a deadline or process.