Using SimpleTax - An Overview

Using SimpleTax - An Overview

Here's an overview of how the system is used.

A Page is needed for each type of income or trade

  • Click +New Page, select the page that matches the income to be added.  More pages can be added as necessary

To record your Income and Expenses.

  • Use the + boxes on the right-hand side to add additional detail lines
  • Use the + boxes to break-down Income and Expenses for each page


  • Click Check for Error
  • Enter your HMRC credentials (or use ours if unsure)
  • Enter your payment details (if not already paid)
  • The system submits your return

A HMRC IR Mark reference number is displayed to confirm HMRC has your self-assessment return.  A PDF copy of the return can be saved along with a copy of the SA302 tax calculation.


You can double check that the return has been submitted by going into SETTINGS and then SUBMISSIONS HISTORY.


other keywords: what to do; start; first time; need; understand; trouble; help; self-assessment; section; use; using

    • Related Articles

    • How do I get a tax overview for my mortgage application ?

      The tax overview can only be provided by the HMRC. This is usually requested in addition to your SA302 tax calculation to support a mortgage application. You can download your HMRC Tax Overview: 1. Login into your HMRC personal tax account 2. Click ...
    • SA800 : Can I Complete An SA800 Partnership Return Using SimpleTax?

      You can now submit your SA800 Partnership Tax Return using GoSimpleTax Sign in at or click 'Not yet registered? Sign up here' if you need to create an account Select SA800 Partnership by ticking the box labelled 'Partnership ...
    • Using SimpleTax - A Complete Guide SA100

      Create an account with GoSimpleTax by entering your details and creating a password on the signup page:   Select from the list the type of Income you receive. In this case we have used Property Income    Next enter your Personal Details.   Once you ...
    • Does SimpleTax submit Trust (SA900) tax returns?

      Unfortunately SimpleTax does not support the submission of Trust Tax returns (SA900). We only support the completion of the form SA107 required when an individual receives income from a Trust. We would recommend you visit the HMRC website at ...
    • How Do I Submit My VAT Return To HMRC Using GoSimpleVAT?

      The instructions below are based on the assumption that you have first:   1. Registered with HMRC for the new MTD for VAT system 2. Connected GoSimpleVAT to the HMRC systems   GoSimpleVAT is bridging software so does not perform any VAT calculations. ...