TaxSimba — Working from Home When Self-Employed: Preparing an Expense Claim
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
For a representative month, note home-working hours and keep the relevant bills. Compare the eligible methods using the same period. Do not combine a simplified household-cost claim with the same actual household costs again. Phone and internet need their own assessment.

DECISION TO RESOLVE
What record supports the chosen method and prevents duplicate costs?

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

1. Describe the home-based activities.
Notes: ______________________________

2. Record working hours and shared room use.
Notes: ______________________________

3. Collect relevant household bills.
Notes: ______________________________

4. Keep phone and internet use identifiable.
Notes: ______________________________

5. Document the chosen method and any changed circumstances.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

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