Using SimpleTax - An Overview

To show the quick guide to help you get started, follow the steps below:

• click HELP at the top right of the Main screen

 

 

 

• click PLAY TUTORIAL

 

 

 

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 + boxes on the right-hand side to add additional detail lines
• Use the + boxes to break-down Income and Expenses for each page

 

 

 

• Click Check for Errors

 

 

 

• Enter your HMRC credentials
• Enter your payment details
• The system submits your return

An FBI (File By Internet) receipt number is displayed to confirm HMRC has your self-assessment return.  A PDF copy of the return can be saved along with a copy of the SA302 tax calculation.

 

 

 

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