TaxSimba — State Pension on Self Assessment: Why Bank Payments May Not Be the Right Figure
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
State Pension bank credits can straddle the tax-year boundary. Keep the entitlement information and relevant dates rather than relying solely on deposits received between April dates. Give the accountant other pensions and taxable income as well.

DECISION TO RESOLVE
Which amount is attributable to the tax year under the applicable reporting rules?

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

1. Collect the State Pension award notice.
Notes: ______________________________

2. Record start date and uprating details.
Notes: ______________________________

3. Gather private and workplace pension P60s.
Notes: ______________________________

4. Keep PAYE tax and net payments distinct.
Notes: ______________________________

5. Compare coding and assessment notices with the return.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

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