Self Assessment Dashboard

Client List & Adding a Client

Email Templates

Schedule Email

Changing the Tax Year

Submit to HMRC

Dashboard

Interest from Banks & Building Societies

Dividend Income

Pensions, Annuities and Other State Benefits

Adding Other Income

Adding Employment

Adding Self Employment Income

Adding Partnership

Adding Capital Gains

Adding Pension Contribution

Adding Charitable Giving

Adding Gift Aid Payments

Adding Blinds Person's Allowance

Allowing for Student Loan Repayments

Account for High Income Child Benefit Charge

Account for Underpaid Taxes

Account for Payments on Account

Enter Payments Already Made

Finishing off your Tax Return

Email and SMS

Scheduling Emails

Assign Accountants

Tax Computation/Calculation

Documents Production and Uploads

Report Production