This template outlines the process for completing a UK individual’s Self Assessment Tax Return. It covers the full workflow from collecting client information through to submission and confirmation.

Steps include requesting details, preparing and reviewing the return, obtaining client approval, and filing with HMRC. Key review and client sign-off points are built in to ensure accuracy and compliance.

The work starts on 6 April and is due by 31 January, with the Accountant assigned as the initial job owner.

This template is part of the UK Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks and sections. They are intended to help you quickly get started with Karbon templates.