TaxSimba — A Simple Guide to UK Self Assessment
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
You discover that your side business may need reporting. First check the filing requirement, then confirm registration, gather the correct year’s figures, review the draft, obtain filing evidence and arrange any payment. Put these tasks on a timeline so registration is not mistaken for a finished return.

DECISION TO RESOLVE
What is the next unfinished step, and what evidence will show it is done?

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

1. Tax year and HMRC notices
Notes: ______________________________

2. Income sources and start dates
Notes: ______________________________

3. Income and expense records
Notes: ______________________________

4. Tax already deducted
Notes: ______________________________

5. Registration, filing and payment next steps
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

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