TaxSimba — Student and Postgraduate Loans on Self Assessment: Avoid Double Counting
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
Collect the P60 or payslip evidence of student and postgraduate loan deductions and identify the relevant plans. Keep those figures separate from PAYE Income Tax. Otherwise the return can miss a repayment already made or mislabel it as ordinary tax.

DECISION TO RESOLVE
Are all payroll repayments and applicable loan types included in the review?

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

1. Confirm plan types and repayment-start details.
Notes: ______________________________

2. Collect P60 and relevant payslips.
Notes: ______________________________

3. Separate student and postgraduate payroll deductions.
Notes: ______________________________

4. Record direct payments or balance clearance.
Notes: ______________________________

5. Review each component of the final calculation.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

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