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Get your Self Assessment done before the January rush

Every year you swear you'll do your tax return early, and every year it's late January. Get a simple plan and an income-and-expenses summary sheet so it's done by November.

Updated 17 Oct 2026

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The problem

Gathering a year's figures feels huge, so you put it off. Rushing means missed expenses, stress and the risk of a late filing penalty.

The outcome

Every year you swear you'll do your tax return early, and every year it's late January. Get a simple plan and an income-and-expenses summary sheet so it's done by November.

The prompt · ChatGPT

Help me get my Self Assessment done early.

Income sources: [self-employment, property, employment, other]
How I keep records: [app, spreadsheet, paper]
What slowed me down last year: [details]

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A short example

Every year you swear you'll do your tax return early, and every year it's late January. Get a simple plan and an income-and-expenses summary sheet so it's done by November.

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

The prompt · Copilot

Help me get my Self Assessment done early.

Income sources: [self-employment, property, employment, other]
How I keep records: [app, spreadsheet, paper]
What slowed me down last year: [details]

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

Every year you swear you'll do your tax return early, and every year it's late January. Get a simple plan and an income-and-expenses summary sheet so it's done by November.

1

You describe your income sources and how you keep records.

2

The assistant asks what slowed you down last year and what's changed.

3

You get a 4-week plan, a summary sheet layout, a list of expense categories to check and the GOV.UK deadline pages.

What happens

Use Copilot to get your Self Assessment done before the January rush

Every year you swear you'll do your tax return early, and every year it's late January. Get a simple plan and an income-and-expenses summary sheet so it's done by November.

Tools

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