Your Self Assessment estimate

Open Tax in your sidebar to see your live estimate on the Overview tab. It updates automatically from your invoices, expenses, properties and any other income you add, so it reflects your real position as you work.

Estimates cover tax years from 2024/25 onwards; for an earlier year, the page says so rather than showing a number.

Check your tax settings for your region (UK or Scottish rates) and your accounting basis; both affect how your estimate is calculated.

To pay is what is left of this year's bill after the payments you've made. A payment on account that HMRC charged and you haven't recorded is assumed paid, so record it from Record a payment if it wasn't. Already collected is the tax taken before you got paid: PAYE, tax deducted at source and, if you work under the Construction Industry Scheme, CIS.

The Timeline tab shows every deadline that applies to you, including payments on account, so you can see what's due and when well in advance.

Once Making Tax Digital for Income Tax applies to you, connect to HMRC from Tax → MTD to send your quarterly updates and, once the tax year ends, your Final Declaration straight from BusyBee Hub; see Making Tax Digital quarterly updates and Filing your Final Declaration. Until Making Tax Digital applies to you, use your estimate and timeline to plan ahead, and file your return with HMRC as you do today.