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