We explain simple assessment tax bills in plain English, handle it correctly, and make sure you claim every relief you are entitled to, all at a fixed fee.
Simple Assessment Tax Bills
A Simple Assessment is a tax bill HMRC issues directly, without a tax return, usually to pensioners or employees with some untaxed income, but like any HMRC calculation it can be wrong, and you have the right to check and query it before paying.
We check your Simple Assessment against your actual income, confirm whether it is right, query or appeal it where it is not, and make sure you pay only the correct amount by the deadline, so you are not overcharged.
Simple Assessments are based on the information HMRC holds and can include estimated or outdated figures, so an independent check protects you from paying tax you do not actually owe, while still meeting the payment deadline.
The Detail That Matters
A Simple Assessment is a tax bill HMRC issues directly, without a tax return, usually to pensioners or employees with some untaxed income. Like any HMRC calculation it can be wrong, and you have the right to check and query it before paying.
HMRC issues a Simple Assessment (form PA302) when it can calculate your tax from the information it holds, so you do not file a return. It is common for pensioners with a state pension plus other income.
Simple Assessments use the data HMRC holds, which can include estimated or outdated figures, so the amount demanded may be more, or less, than you actually owe.
You can query or appeal a Simple Assessment within the time limit if you think it is wrong. We check it against your real income and allowances and challenge any error.
We make sure you pay only the correct tax, by the deadline, and can arrange time to pay if the amount is genuinely due but hard to fund at once.
Simple Assessments can contain estimated or wrong figures, and people often pay them without checking, when a review against their actual income would reduce the bill.
Key Figures
How We Help
We check your Simple Assessment against your real income and allowances to confirm whether the amount HMRC is asking for is correct.
Where the assessment is wrong, we query or appeal it with HMRC within the time limit and get the figures corrected.
We make sure you pay only the correct tax, by the deadline, and arrange time to pay if needed.
All the forms, calculations and correspondence handled on your behalf, so you never have to decode HMRC's rules or sit on hold.
A clear fixed fee quoted after a free call, your position explained in plain English, and never a surprise bill.
We act quickly, and where earlier years are involved we put those right too, reclaiming refunds or minimising penalties.
Simple Assessments can contain estimated or wrong figures, and people often pay them without checking. An independent review makes sure you pay only what you owe, and we handle any query for you.
Recent Client Outcome
A pensioner received a Simple Assessment tax bill that seemed higher than their income warranted.
What we did. We checked it against their actual pension and savings income, found HMRC had overstated their untaxed income, and queried the assessment within the time limit.
The outcome. The assessment was corrected and the bill reduced to the right, lower amount.
Reviewing the Simple Assessment rather than paying it recovered the difference where HMRC's figures were too high.
Why People Come to Us
Questions Answered
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