Getting Started
Getting Started: Which? Membership fee
I am a Which? member and I want to make payment to view the tax calculation. In order to unlock the full tax calculation feature, you need to make payment. Upon logging in to your account, there will be a green PAY NOW button: Press the button to ...
SA105: How do I claim for unused finance costs brought forward (BOX 45)?
1. Once you're on your property page, click '+ GROUP' 2. Select 'Mortgage interest & related bank charges' then click 'SAVE' at the bottom 3. Click on '+ ADD' 4. Select 'Unused Finance Costs Brought Forward (BOX 45)' from the drop-down list and enter ...
Why are my payments on account not showing?
If you are expecting payments on account but they aren't showing, you might have a question on the Almost There page answered incorrectly. Follow this article to update your account to show the payments on account due: 1. As you can see here, the ...
I am a non-resident landlord, which forms do I need to complete?
If you are a non-resident landlord, you are required to complete the SA100 (Main tax return), SA105 (Property schedule) and SA109 (Residency schedule). Looking at each one and relating it to its use on GoSimpleTax: SA100 (Main Tax Return) This form ...
Why is Class 4 National Insurance 9.73%?
The Class 4 NIC rates have increased from 9% to 9.73%, this increase has been implemented to take into account the amounts due to go towards the Health and Social Care Levy which took place for the four-month period between July 2022 and October ...
SA100: How do I go about receiving my tax rebate?
On 1st April 2015, HMRC updated their system to change the way they allocated payments of overpaid tax. HMRC now process the refund on the basis of what you've chosen for these 2 questions (found on the 'Almost there' page which can be found by ...
What tax years can I file online?
Your Self Assessment Tax Returns (SA100 or SA800) have to be filed by... 31st October if you're filing a paper return 31st January if you're filing an online return using HMRC portal or third party software HMRC guidance in relation to this can be ...
Why have HMRC sent me a 'Delayed response' status for my online tax return?
You may receive this notification if HMRC's processing systems are very busy. This doesn't affect the submission of the return itself but it does mean that the 'Submission Finished' message won't be as quick as usual.
What exchange rate should I use to convert foreign income into GBP (Great British Pounds)?
HMRC provides a list of exchange rates to use for your tax return if you need convert foreign currency into GBP.
How do I complete a tax return for someone who's died?
If you are completing a return for someone who has died, there are 2 alternative methods you can take to file the return. They will depend on the actions carried out in regards to your communication with HMRC. If you have informed HMRC of the death ...
How to download my tax return
If you've already filed your tax return or want to access one that's been submitted in the past, skip to step 3. 1. Click on 'REPORT' located towards the top of the screen 2. Scroll to the bottom and click on 'Download SA100 as PDF'. This tax return ...
How to download my tax calculation
1. Click on 'REPORT' located towards the top of the screen 2. If you just want to view your tax calculation, click the '+' symbol which has been highlighted below 3. Once you've clicked the '+', you will see the tax calculation for all of your ...
I submitted my tax return but HMRC have sent me late filing penalties, what do I do?
If HMRC haven't received your tax return and you have been fined even though you submitted it in time, please check the following: 1. Click 'SETTINGS' located at the top of the page 2. Click 'Submission history' located on the left hand side of the ...
How do I upgrade from an 'Individual' paid plan to a 'Friends & Family' plan?
1. Click 'ADD PERSON' located at the top of the screen 2. Enter the amount of users you want to add to your plan and then click 'BUY NOW' 3. Proceed to payment with a payment method of your choice and then click 'Subscribe' 4. Click 'ADD / SWITCH' ...
Private use adjustment: What is it and how do I calculate?
What is it? Where there is private use of an asset by an owner, sole trader or partner in a partnership, the asset should are restricted on the business to private-use ratio. The most common example of the private-use restriction is in relation to ...
Where do I enter my discount code?
1. Click on 'PAY NOW' 2. Enter the amount of users you'd like on your account in the box provided, click 'APPLY NOW', followed by 'BUY NOW' 3. Click on 'PROCEED' 4. As can be seen in the outlined box below, this is where you can enter your discount ...
Which plan is right for me?
We offer multiple plans which cater to different circumstances when filing a tax return(s), you can see current pricing on the following link: https://www.gosimpletax.com/pricing/ Not sure which option is right for you? The description provided below ...
How do I make payment? How do I purchase a tax year licence?
1. Once you have entered all of your sources of income and expenses, click 'PAY NOW' 2. You may be prompted to fill in your personal details in case you didn't do them previously. If so, please fill in these boxes in order to proceed 3. Once ...
SA100: I don't want my tax to be collected through PAYE code
I don’t want my tax to be collected through my PAYE code If your tax is showing it will be collected through your PAYE code: Press SAVE & CONTINUE > YES and then navigate to the following questions: Answer YES to both of these questions and the tax ...
SA100 : How do I add a new page to my tax return?
How do you add a new schedule to my tax return? This can be achieved in three simple steps: 1. Press ‘NEW PAGE’ 2. Now ‘SELECT’ the relevant schedule 3. Then enter any requested details, where relevant, and press ‘SAVE’
SA100 : How to change tax year
On the left hand side of the page you will see the current tax year you are in. Press CHANGE and select the UPDATE/SWITCH button next to the tax year you wish to access. Please see the screen recording on the following link for visual ...
SA100 : How do I add a PDF to my Tax Return?
To add a PDF to your tax return: 1. To do this press 'SAVE' then 'CONTINUE': 2. Check any tax saving prompts in YELLOW, if there is nothing to include, press ‘YES’: 3. Scroll down to the following question and click 'BROWSE AND ATTACH FORM' 4. Locate ...
Support Hours
Our support team are available Monday to Friday 9:00am to 5:00pm UK time. We have a number of help articles that can be found at https://support.gosimpletax.com/ however, if you need to contact support please raise a ticket via the support area or ...
SA100 : I have submitted my tax return to HMRC but it is not showing on the HMRC website.
When the tax return is submitted electronically it can take HMRC 72 working hours to update your HMRC online account to show the submission. When HMRC update your account it will show the correct date of submission and any taxes due will also be ...
SA100 : I am a new user and want to pay for 2 tax returns for me and my spouse/partner. how do I do this?
You can choose to pay for a second tax return (person) on your account to take advantage of the multiple user pricing. Once you have added all you data and you are ready to file/pay please click PAY NOW. Enter the number of people you want to file ...
CT600 : Does GoSimpleTax submit returns for limited companies?
I am afraid the GoSimpleTax does not support the submission of returns (CT600) for limited companies or submission to companies house. Due to the more complex nature of running a limited company then this process is normally undertaken by an ...
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: Login into your HMRC personal tax account Select View ...
Tax return stuck on the upload page
If you are trying to submit your tax return but you are stuck on the upload screen for more than 10 minutes please email support@gosimpletax.com. The team will then take a look at your submission and check everything is OK. Please also check that you ...
Support Contact
Software support is available Mon - Fri (9:00am till 5:00pm) and we usually respond within 24 working hours. Please email any queries to - support@gosimpletax.com and the team will respond in due course. Unfortunately we do not offer telephone ...
How do I get a copy of my SA302 tax calculation?
The full SA302 report is available via the REPORT section. All users have access to the summary view. If you are paid user then you will be able to view the full SA302 by clicking on the + sign. At the bottom of the report page you will also have ...
How do I reset my password?
If you have forgot your password to GoSimpleTax in the UK you can reset by choosing the FORGOT PASSWORD link on the login page as shown below. On the reset password page please enter your email address and then click RESET PASSWORD After a few ...
How long does it take to submit my return?
*Please note that for the time being, you will require a HMRC login in order to successfully submit your return After clicking “Submit to HMRC” and validating your credentials most tax returns are processed within a few minutes. If it takes more than ...
Return Amendment: re-submitting your return
If you need to make an amendment to your tax return previously submitted to HMRC then this is possible using GoSimpleTax. Please make any necessary changes, one you are happy with the changes please click the SAVE & CONTINUE button. You will then be ...
Adding Student Loans, Bank Details and Losses
Can't find where to input your Student Loan information? Where can you send your repayment bank details? How about Marriage Allowances or National Insurance Voluntary Contributions? All these options will be present in SimpleTax's Validate my Tax ...
Understanding your Report
When entering your information on to SimpleTax all calculations are automatically done and you can consult all specific items on the "Report" feature. Still, all those "tax words" can be scary and you might not be quite sure what you are looking at. ...
How To Complete Phone Verification?
Previous step here Enter a phone number (if not already populated) Select to receive a text message Proceed to the next page and enter the verification code received by text (you should also get a copy by email). File your tax return.
How do I submit my Self Assessment?
*Please note that for the time being, you will require a HMRC login in order to successfully submit your return Click VALIDATE MY TAX RETURN or SAVE & CONTINUE Click YES to proceed Select Yes or No in all the Relevant Radio Button Options, please be ...
How Do I Transfer My Partner's Personal Allowance?
Click SAVE & CONTINUE Select the 'YES' radio button to indicate that your partner has made an election to transfer their personal allowance to you You need to ensure that your spouse's/civil partner's details have been entered in the Personal ...
How Will My Rebate Be Paid To Me?
The system defaults to Cheque Payment. If you prefer a Bank Transfer, Click SAVE & CONTINUE Select Yes to get the rebate paid by Bank Transfer Enter the Bank/Building Society Details
Can I resubmit my Tax Return?
You can make a change to your tax return after you’ve filed it, for example because you made a mistake. You’ll need to make your changes by: 31 January 2021 for the 2018 to 2019 tax year 31 January 2022 for the 2019 to 2020 tax year 31 January 2023 ...
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