Self Assessment Dashboard
Client List & Adding a Client
Assign Accountants
Email Templates
Schedule Email
Client Dashboard
Interest from Banks & building societies
Dividend Income
Pensions, Annuities and other state benefits
Adding Other Income
Adding Income from Property
Adding Employment
Adding Self Employment income
Adding Partnership
Adding Capital Gains
Adding Foreign Income
Adding Pension Contribution
Adding Charitable Giving
Adding Gift aid Payments
Adding Blinds Persons Allowance
Marriage Allowance
Allowing for Student Loan Repayments
Account for High Income Child Benefit Charge
Account for Underpaid Taxes
Reduce Payments on Account
Interest from Gilt-edged and Other UK Securities
Share Schemes and Employment Lump Sums
Other Tax Reliefs
Life Insurance Gains
Married Couple’s Allowance
Tax avoidance schemes
Enter Payments already made
Finishing off your Tax Return
Any Other Information
Email/SMS
Tax Computation/Calculation
Documents Production and Uploads
Changing the Tax Year
Submit to HMRC
Notes
Report Production