Self Assessment Made Simple

A Step-by-Step Course Using the HMRC Portal

 

Self Assessment can feel overwhelming when you’re trying to work out what information you need, where to enter it, and whether you’re doing it correctly. This practical course walks you through the entire process of completing your 2025–26 Self Assessment tax return using the HM Revenue & Customs online portal.

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Designed specifically for self-employed individuals and sole traders, the course explains not just what to enter, but why it matters, helping you understand the process rather than simply copying clicks on a screen.

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With clear explanations, real examples, resources and step-by-step demonstrations, you’ll learn how to prepare your figures, complete your return accurately, and submit it with confidence.

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Who This Course Is For

This course is ideal for:

• Self-employed individuals and sole traders

• Freelancers and side hustlers

• First-time Self Assessment filers

• Small business owners managing their own tax return

• Anyone wanting a clearer understanding of the HMRC filing process

 

No accounting background is required.

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What You’ll Learn

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Understanding Self Assessment

Learn who needs to file a tax return, key deadlines for the 2025–26 tax year, and how Self Assessment works in practice.

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Getting organised before you start

Understand exactly what information and documents you need before logging into the HMRC portal, including income records, expenses, bank statements and login details.

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Preparing your figures correctly

Learn how to total your income, categorise expenses, calculate your profit, and avoid common mistakes that can cause problems later.

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Navigating the HMRC online portal

Follow a guided walkthrough of the HMRC system, including how to access your account, start a return and understand the different sections.

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Completing your self-employment pages

Learn where to enter your turnover, expenses and other business information clearly and accurately.

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Additional income and tax sections

Understand how to deal with:

• Employment income

• Interest and dividends

• Pension contributions

• Student loan repayments

• Other common sections where relevant

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Reviewing and submitting your return

Learn how to check your figures, understand your tax calculation, spot potential errors and confidently submit your return.

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Understanding your tax bill

Find out how your tax is calculated, what payments on account are, and the key payment deadlines you need to know.

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What happens after submission

Learn how to keep records properly, amend a return if needed, and prepare more effectively for future tax years.

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Course Features

• Step-by-step screen recordings

• Plain English explanations

• Real-life practical examples

• Worksheets and checklists

• Common mistakes highlighted throughout

• Designed for beginners

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What You’ll Gain

By the end of the course, you will:

• Understand the Self Assessment process clearly

• Know what information HMRC requires

• Feel more confident using the HMRC portal

• Be able to complete your tax return more accurately

• Understand how your tax bill is calculated

• Avoid common filing mistakes

• Feel more organised and less stressed around tax deadlines

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The focus is on practical understanding, accuracy and simplicity, without unnecessary jargon or complicated tax theory.

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Take the Stress Out of Self Assessment. Completing your tax return doesn’t need to feel intimidating. With the right guidance and a clear step-by-step process, you can understand your figures, file your return properly, and feel more in control of your business finances.

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