TaxSimba — Stopped Being Self-Employed? Your Final Return Still Matters
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
Record the cessation date, unpaid invoices, remaining stock or equipment and outstanding returns. Check any MTD duties and transition balances separately. Stopping customer work does not automatically close every tax task or remove another source of reportable income.

DECISION TO RESOLVE
Which final receipts, asset matters and reporting obligations remain open?

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

1. Record the cessation date and supporting timeline.
Notes: ______________________________

2. List unpaid invoices and bills.
Notes: ______________________________

3. Identify stock and equipment retained or sold.
Notes: ______________________________

4. Notify HMRC through the correct route.
Notes: ______________________________

5. Confirm final filings and any continuing personal obligations.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

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