Self Assessment

Tick the Self Assessment service on a client and the current tax year appears on their Self Assessment tab automatically.

The Self Assessment page

• Tax returns lists returns across your clients, with the tax year, due date, tax due, filed date and status. Filter by Not started, In progress, Ready to file, Filed or Overdue, and choose a tax year.
• Questionnaires shows which clients have Submitted, are Awaiting, or are Not contacted yet.
• Change a return's status or add a note straight from the list.

Sending the questionnaire

1. 1Open the client and go to the Self Assessment tab.
2. 2Choose the tax year, then Send questionnaire. Later, use Send reminder to nudge them.
3. 3Email tracking shows when the email was opened and its link clicked.
4. 4Their answers appear under Responses once they've submitted.

Clients complete the questionnaire in their portal. Answers save as they go, and they can attach documents such as a P60, P45 or P11D.