Getting Started
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 ...
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 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 ...
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
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 SAVE & CONTINUE / VALIDATE MY TAX RETURN Click YES to proceed Select Yes or No in all the Relevant Radio Button Options, please be ...
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 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' > 'YES' Answer 'Yes' to the question 'Do you want to voluntarily ...
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 ...
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 ...
Where can I view my Tax Calculation?
Click on Report Click on View Tax Calculation Please note that you can only view the Full Tax Calculation if you have paid the Subscription.
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
When entering information what do the 'box' numbers refer to?
To help make entering the data as easy as possible where possible we make reference to the box number on the tax return that will be updated. For example in the example below, taken from the Trust schedule (SA107) if you were to make an entry in the ...
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 ?
Where can I find my UTR number? HMRC issues you with a UTR number when you register for a Self Assessment tax return. If you’ve already registered, your UTR can be found quoted on various documents from HMRC including: Your SA250, or your “welcome to ...