Getting Started
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’
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 ...
How do I add a PDF to my Tax Return?
To add a PDF to your tax return: 1. To do this press SAVE & 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 browse for the ...
Do I need my HMRC Gateway ID and password for filing tax return
When submitting your tax return to HMRC you can choose to use your own HMRC Gateway ID and password to file your tax return or file using the GoSimpleTax credentials. It does not matter which option you choose, the tax return will be filed to HMRC in ...
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 ...
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 ...
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 ...
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 ...
Can't submit my return. Authentication error message.
The HMRC credential validation is indeed one of the most complex and time consuming aspects of filing a tax return. So please bare with me testing the 3 possible reasons for HMRC's declining your submission. you accidentally copied ...
How long does it take to submit my return?
After clicking “Submit to HMRC” and validating your credentials most tax returns are processed within a few minutes. If it takes more than 10 minutes please email support@gosimpletax.com and the team will take a look. Please do not re-try making ...
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 VALIDATE MY TAX RETURN or the SAVE & ...
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?
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 sure to scroll down the page so you do not miss any questions. Enter Payment Details if not ...
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
SimpleTax Using SimpleTax Extra Information & Submitting Error message: 1046 Authentication Failure. The supplied user credentials failed validation for the requested service
The error message you have received is sent back from HMRC when the HMRC ID and password provided do not match their records. In order that you can submit your tax return when you are presented with question asking if you have a HMRC ID and password ...
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 ...
How do I update my subscription details?
You can watch the video above on how update your subscription details for SimpleTax. Firstly, you need to log in to your SimpleTax account. Once on the home page click 'settings' to update your details. Now click on 'subscription detail' this will ...
Which tax records do I need?
Each and every person filing for a self-assessment must have accurate and up-to-date business records from the last tax year. If left too late, record keeping can spiral out of control. To help you avoid added hassle and confusion, SimpleTax is here ...
Using SimpleTax - A Complete Guide SA100
Create an account with SimpleTax by entering your details and creating a password on the signup page: Select your estimated income and the Personal Tax Return option Select from the list the type of Income you receive. In this case we have ...
Which HMRC Forms Are Supported? - The Summary
The following forms are available in SimpleTax Included in Simpletax main tax return (SA100) Investments interest & dividends Charitable Payments/Gift Aid Pensions & benefits Rent a Room Furnished holiday let Student Loan Supplementary pages ...
How can I change my Email?
Click on Settings Click on Change Email Enter New Email Click Save
Welcome to Simple Tax - selecting my income
Select the Income that applies to you (round your income up to the higher amount). If you are not sure, select Unknown Select your Sources of Income Click on Continue Notes If there is Criteria which you would like to record but does not ...
How do I submit my Self Assessment?
Click SAVE & CONTINUE / VALIDATE MY TAX RETURN Click YES to proceed Select Yes or No in all the Relevant Radio Button Options, please be sure to scroll down the page so you do not miss any questions. Click on MAKE PAYMENT if not paid ...
Scottish Tax Payer?
The Scotland Act 2016 increases the range of Scottish income tax powers, to allow the Scottish Parliament to vary rates by band, to set rate thresholds and to introduce new bands. The 2016 Act also provides for the Scottish Government (SG) to receive ...
How Do I Get An HMRC User ID, Password and UTR?
Registering for an HMRC User ID, Password and UTR. Register for self-assessment with the HMRC here. Complete the form. Sign a printed copy (sent to your email address) then post it to the HMRC. The address is on the form. Your UTR and activation ...
Which HMRC Forms Are Supported? - The Detail
SimpleTax supports all SA100 forms. Click +New Page for each type of trade or other income class you receive during the year. The available pages are: Self Employment (SA103) Employment (SA102) Ministers of Religion (SA102M) Partnership Income ...
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 + ...
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 ...
Can my tax bill be collected via my PAYE tax code?
You can pay your Self Assessment bill through your PAYE tax code as long as all these apply: 1. You owe less than £3,000 on your tax bill. 2. you already pay tax through PAYE , eg you're an employee or you get a company pension. 3. You submitted your ...
How do I reduce my Payments On Account?
If you know your tax bill is going to be lower than last year, you can ask HM Revenue and Customs (HMRC) to reduce your payments on account Click on SAVE & CONTINUE/VALIDATE MY TAX RETURN Click on YES to proceed On the ALMOST THERE page, answer ...
Voluntary Class 2 NIC
You can elect to make voluntary class 2 voluntary contributions if you have added a Self Employment page and your Profit is below the Class 2 NIC limit. Click on SAVE & CONTINUE Click on YES Answer YES to the question DO YOU WANT TO MAKE CLASS 2 ...
Submitting Tax Returns as an Agent
Click on SETTINGS Indicate that your filing Tax Returns on behalf your clients Enter your Practice Name, Agent ID, HMRC User name and SAVE Click on EDIT to go back to the main screen Click on VALIDATE MY TAX RETURN Click YES to proceed ...
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