UK Tax Prep (2026/27) | Finance Made Simple™

Estimated tax preparation tool — not HMRC filing, tax advice, or a guaranteed final liability calculation.

(That line is deliberate, and it's here at the top, not buried — this product's job is to be honest about what it is before it tries to sell you anything.)

Tax Prep takes your verified Complete figures and turns them into HMRC's actual SA103 categories, with an estimated Income Tax and National Insurance figure — so Self Assessment season starts with a head start, not a scramble.

What changes once you're using this

Instead of reconstructing a year of expenses into HMRC's categories from scratch, they're already mapped. Instead of walking into an accountant's office with no idea what you're looking at, you have a real, honestly-labelled estimate. Instead of paying an accountant to do the sorting, you're paying them to do the parts that actually need a professional.

What's inside

• Structured paste-values import — mirrors Complete's Year-End Summary exactly; your Complete file is never opened or modified
• One-time category mapping — map your expense categories to SA103 once, reused automatically
• Estimated Income Tax + Class 4 National Insurance — current HMRC bands, sourced and dated, never guessed
• Class 2 NI guidance — tells you plainly where you stand against the Small Profits Threshold
• Adjustments Checklist — capital allowances, trading allowance, disallowable expenses flagged as prompts for your accountant, never silently calculated
• Plain-language HMRC reference notes on every expense category
• Printable Accountant Summary
• UK Tax Year: 2026/27 — HMRC rates verified 16 August 2026, shown prominently inside the workbook itself

Who this is for

A Complete customer approaching Self Assessment season who wants their figures organised into HMRC's actual shape before sitting down with an accountant or filing themselves. Not a filing service, and not a replacement for one.

How it works

Paste your figures from Complete's Year-End Summary into IMPORT. Map your categories once. Work through the Adjustments Checklist with your accountant. Check the estimate — it's an estimate, not a final figure. Print the Accountant Summary.

What you get in the download

• Demo workbook (realistic figures, deliberately kept away from any tax-band edge case)
• Blank workbook (ready for your own paste from Complete)
• A one-page Quick Start PDF, including this product's boundaries in writing

What this doesn't do

No HMRC filing or submission, no Making Tax Digital integration, no personalised tax advice, no guaranteed final liability figure, no modelling of your full personal tax position outside this business, no simplified expenses, no automated capital allowance calculations. There's no tier above this one — the next step from here is an actual accountant, and that's intentional.

The honest print

Tax Prep is a preparation aid. It is not tax advice, does not file or submit anything to HMRC, has no Making Tax Digital integration, and does not guarantee a final tax liability. All figures are estimates for reference only — confirm your actual position with a qualified accountant or HMRC before making any payment or filing decision. Finance Made Simple™ is not a firm of accountants.

Part of the Finance Made Simple™ family — Lite → Standard → Pro → Complete → Tax Prep.