What this guide covers
Year end closes the tax-year journey. SimpleTaxFlow guides supported cases through the required checks and provides a handoff route when another income type needs different software or professional help.
1. Finish the quarterly record
Confirm all required quarterly updates are accepted and resolve uncategorised or missing records. Year-end totals depend on the digital records and submissions already held for the tax year.
Review quarterly filing2. Review annual business figures
Open the year-end journey in Filing and review each self-employment or property business. Complete allowances and adjustments, then resolve any profit summary that needs to be refreshed after later changes.
Read allowances and BSAS3. Declare other income and capability
Review savings, dividends, employment, CIS, and losses where they apply. Answer the supported-income check honestly. When SimpleTaxFlow cannot complete the full declaration, download the handoff pack and use compatible software or an accountant.
Read the other-income guide4. Check tax and make the declaration
Review the latest HMRC calculation, payments on account, and any warnings. Read the declaration carefully and submit only when the in-app capability and readiness checks allow it. Keep the HMRC confirmation afterwards.
Understand the tax calculationBefore you move on
- All required quarterly updates are accepted
- Annual allowances, adjustments, and other income are reviewed
- The supported-income check has been answered accurately
- Tax calculation and declaration wording were reviewed before submission
Put the guide into practice.
Open the relevant workspace and complete the next step with this guide available in another tab.
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