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Prepare for a Self Assessment tax return without the mess

Self Assessment is due and your records are everywhere. Get a document checklist and a week-by-week prep plan.

Updated 17 Oct 2026

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The problem

You know the deadline is coming. The stress is the shoebox of receipts, not the form itself.

The outcome

Self Assessment is due and your records are everywhere. Get a document checklist and a week-by-week prep plan.

The prompt · ChatGPT

Help me prepare for a Self Assessment tax return.

Income types: [employment, self-employment, property, other]
Tax year: [year ending 5 April …]
Records I have: [invoices, bank CSV, expenses, none yet]

The full prompt is free – sign up in 10 seconds

Get the full prompt free

No password needed. We email you a sign-in link.

A short example

Self Assessment is due and your records are everywhere. Get a document checklist and a week-by-week prep plan.

This does not give tax advice. The books stay in the accounting system.

The prompt · Copilot

Help me prepare for a Self Assessment tax return.

Income types: [employment, self-employment, property, other]
Tax year: [year ending 5 April …]
Records I have: [invoices, bank CSV, expenses, none yet]

The full prompt is free – sign up in 10 seconds

Get the full prompt free

No password needed. We email you a sign-in link.

A short example

Self Assessment is due and your records are everywhere. Get a document checklist and a week-by-week prep plan.

1

You say your income types and what records you have.

2

The assistant asks about last year's return and software.

3

You get a checklist, a prep timeline and common mistakes to avoid.

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What happens

Use Copilot to prepare for a Self Assessment tax return without the mess

Self Assessment is due and your records are everywhere. Get a document checklist and a week-by-week prep plan.

Tools

Paste the prompt, fill the blanks, copy the draft.