You can request a tax calculation from HMRC at any time during the tax year. The calculation will provide a detailed breakdown of your tax position, based on the cumulative updates and any other income information you’ve submitted.
How to Request a Tax Calculation
- Go to your Self-Assessment Workflow screen.
- Click on the Options menu.
- Select Request a Tax Calculation.
Once the calculation is generated, a link will appear allowing you to view the report.
Automatic Tax Calculations
In addition to manual requests, a new tax calculation is automatically generated every time you submit a cumulative update. This helps you track your tax liability throughout the year.
Viewing Past Calculations
To see a list of recent tax calculations:
- Navigate to Reports > HMRC.
- Select the relevant individual or agent tax account.
- Open the Tax Account Detail screen.
