ESTIMATED TAX PREPARATION TOOL — not HMRC filing, tax advice, or a guaranteed final liability calculation.

Turns your Complete figures into HMRC’s SA103 categories, with an estimated Income Tax and NI figure — prepared for your accountant, never filed for you.

What’s inside:

• Structured paste-values import — mirrors Complete’s Year-End Summary; your Complete file is never touched
• One-time category mapping to SA103, reused automatically
• Estimated Income Tax + Class 4 NI on current HMRC bands, sourced and dated
• Class 2 NI guidance against the Small Profits Threshold
• Adjustments Checklist — capital allowances, trading allowance, disallowable expenses flagged as prompts, never auto-calculated
• Printable Accountant Summary
• UK Tax Year 2026/27, HMRC rates verified 16 Aug 2026, shown inside the workbook
• Demo + Blank workbooks, Quick Start PDF

Who it’s for: Complete customers approaching Self Assessment who want figures organised before their accountant.

Not included: HMRC filing, MTD, personalised advice, guaranteed liability, full SA100 modelling.

Every tax figure is a clearly labelled estimate. Confirm your position with a qualified accountant or HMRC before paying anything.