At the end of the year – or during the year – you can view a draft SA302 tax calculation within your reporting system.
This provides a breakdown of all income received during the specific period and allows you to update specific items.
Change settings, update or export
On the right hand side of the screen, you’ll find a financial year selection tool which allows you to select the relevant financial year. Once selected, click ‘update’ and the system will refresh your figures.
You can also change the Region from ‘UK’ to ‘Scotland’ and adjust the personal allowance – especially if you have a higher tax code allowance, or reduce to 0 if your allowance has been used on your employment.
There’s also the option to download a PDF copy for your records.
Tax Boxes
You’ll find three boxes on the side which also cover total tax liability, Payments on Account and a Tax Timeline.
Submitting your return
If you have the relevant add-on available, you can start the submission process using the ‘Tax Return Submission’ button next to the Financial Year toggle.
You can add this add-on within your account.