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Self-assessment tax returns - a refresher, confidence boost and practice blueprint
Module 1 — Welcome, outcomes & goal setting
Lesson 1: Welcome, outcomes & goal setting (2:22)
Lesson 2: How to self-pace this course (1:14)
Lesson 3: Layout of the course and how it works (1:53)
Homework: Set your confidence baseline
Module 2 — Your working papers
Lesson 1: Download here
Lesson 2: How to use the working papers and order of completion (5:57)
Module 3 — Section 1: Planning & finalisation (foundations)
Lesson 1: Planning, checklists & relief eligibility (10:34)
Lesson 2: Finalisation (10:42)
Lesson 3: 60-minute deep dive & Q&A replay — Planning & finalisation (60:17)
Homework: implement planning & finalisation once
Module 4 — Section 2: Self-assessment core incomes
Lesson 1: Trades, Dividends, Interest (6:15)
Lesson 2: Payroll, Gains and Property (8:47)
Lesson 3: Planning, Checklist and Reliefs (10:34)
Lesson 4: Finalisation (10:42)
Lesson 5: 60-minute deep dive & Q&A replay — Core incomes (62:07)
Homework: Build three worked examples
Module 5 — Filing a self assessment (software training)
Lesson 1: Filing a basic tax return (12:21)
Lesson 2: Filing property income (7:52)
Lesson 3: Filing capital gains tax (9:40)
Lesson 4: 60-minute deep dive & Q&A replay — Complex returns (58:37)
Homework: Practice filing in software
Homework: Prepare a complex client file
Module 6 — Capstone & next steps
Homework: Complete your capstone return
Final lesson: Congratulations + what’s next (1:26)
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Lesson 2: How to self-pace this course
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