Tax Submission Overview

Tax Liability

From your dashboard you can take a quick view look at your tax liability at any time and this will update in real time as your Tax Agent adds information and assigns transactions.

By reviewing your tax liability on a regular basis you will become aware of how much tax you may need to pay throughout the year.

If you are part of MTD for Income tax your tax liabilities will be based on what has currently been submitted to HMRC in your quarterly submissions.

Full overview

You can access your tax submission overview by

Select the Tax Submission section from your dashboard

Select the tax year you wish to review

Select the SA100 tax submission page

In this page you can also download a filing report, this can be either cumulative year to date, or by each quarter. Select Download Report at the bottom of the screen.

Tax Return

Your tax return will show you your current real time tax calculation and by scrolling down the page you can see everything currently included in your tax return.

Calculation Breakdown

Your calculation gives you an overview of your income, how your income tax is calculated and the amount due and any other deductions such as National Insurance.

Tax Due

Here we will give you a breakdown of when your tax is due, you can add on any payments that have already been made by selecting the pencil.

Download a copy of your return

If you would prefer to view your tax return outside of the software, keep a copy for your files or would like to print a copy you can download your tax return at any point. From the submission page select Show More at the bottom of the page and select Download tax return.

When your Tax Agent has completed your submission to HMRC your download will also include the submission receipt, the full contents of your submitted tax return and your tax calculation.

SA302

If you need a copy of your SA302 then you can use the Tax calculation pages on your downloaded report once your Tax Agent has submitted your return.

If you need an official SA302 from HMRC, the quickest way to request this is via the HMRC online chat. They will send you a copy in the post. Follow the link and click on 'Chat with HMRC online': HERE and just explain you need the official copy that your software provider is unable to provide.

Watch our quick guide showing you round the tax submission overview