Using SimpleTax An Overview

Using SimpleTax An Overview


To show the quick guide to help you get started, follow the steps below:

click HELP at the top right of the Main screen



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 Errors 


Enter your HMRC credentials 
Enter your payment details 
The system submits your return

An FBI (File By Internet) receipt 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.