Employment & Self-Employment Income
Enter gross figures before tax for the full tax year
Investment & Property Income
Dividends, savings interest, capital gains, and rental profits
Student Loan
Repayments are collected via Self Assessment on income above your plan threshold
Pension & Gift Aid
Both attract tax relief and can extend your basic rate band
Benefits & Allowances
Company benefits and marriage allowance adjustments
Payment on Account
HMRC requires advance payments if your Self Assessment liability exceeds £1,000
National Insurance
Class 4 NI applies to self-employment profits; Class 1 may already be deducted via payroll