Getting Started
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 ...
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 your new email > The press SAVE
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 ...
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 GoSimpleTax 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 YES ...
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' > 'YES' Answer 'Yes' to the question 'Do you want to voluntarily ...
Submitting Tax Returns as an Agent
You'll need a mutliple user plan to submit as an agent, this means a minimum of two paid users on your account. Click on 'ADD / SWITCH' in the top right and switch to the 'MASTER USER'. Once done so, please do the following: Click on SETTINGS Once on ...
Adding/ Switching to Another Client
To add a new client Click on ADD/ SWITCH or ADD PERSON at the top of the screen. Click on ADD EXTRA TAX RETURNS to add a new client/user Enter the additional accounts required Click on BUY NOW To switch between users click on the ...
Ministers of Religion Tax Return
Fill in the ‘Ministers of religion’ pages if you were: • a minister of religion of any faith,religion or denomination • an employee acting as a minister of religion Add the Ministers of Religion page and enter your P60, P11d and expenses information ...
Getting started: How do I delete a Page?
1. Once you've selected the page you'd like to delete, click 'Delete' 2. Click 'OK' to proceed
How do I record unpaid income tax from previous years that I paid via my tax code?
When you are ready to FILE YOUR RETURN- Click on SAVE & CONTINUE Then click YES. On the ALMOST THERE page, Select YES on the question Do you have underpaid tax or outstanding debt in your PAYE Coding Notice? Enter the Details in the spaces ...
Can I copy my last years information into the Current Return?
*I'd like to mention that you should be cautious when copying data and choosing which boxes to copy to as failing to do so could result in a loss of data. Click on SETTINGS Click on MOVE DATA Select the source year and the destination year ...
Getting Started (Video)
How do I get a UTR ?
What is a Unique Taxpayer Reference? A Unique Taxpayer Reference (UTR) is a 10-digit number issued by HMRC that uniquely identifies individual taxpayers or businesses for tax purposes. It is essential for submitting tax returns or communicating with ...