Every step covered, from first input to final review
From logging income sources to final checks before submission, this working paper gives you a clean, structured process to prepare personal tax returns with confidence. Whether it’s employment, dividends, rental income or more – this tool helps you stay organised, accurate, and efficient.
Streamline your self assessment prep with confidence today.
When self assessment season hits, things can quickly become overwhelming – especially with clients who have multiple income streams and last-minute paperwork. This working paper helps you prepare tax returns with clarity and structure, reducing risk and improving your review process.
Sections are built for real life: employment income, bank interest, property, dividends, student loans, pensions, and more. Whether you’re solo or training a team, this gives you a reliable workflow to reduce errors and boost consistency.
What our community say
Over 1,400 accountants, bookkeepers, and practice owners have used Rachel & James’ content, templates, and training to increase confidence, improve file quality, and grow their practices.
Here’s what they’re saying:
"Exactly what I needed to feel confident"
“This gave me exactly that, confidence. It reassured me that I’m doing things correctly, while also introducing better ways to evidence and record my work. That alone gave me extra peace of mind, especially if I ever face a HMRC enquiry.”
"Real-world practical support"
“Extremely detailed with so many examples that commonly come up in real scenarios. Provided huge value for me. Once I completed the course, I filed my first limited company accounts within a couple weeks.”
"I now feel confident, supported and in control"
“The structure, the templates, the ongoing support – all incredible. I’ve never felt this positive about the future of my business.”
"Confidence, structure, and a system that works"
“It gave me a more systematic way of thinking and approaching accounts. Highly recommend to anyone launching their own practice.”
"A must-have for any accountant in practice"
“The course helped me go beyond routine processes. I now understand what I’m doing, not just ticking boxes. I’ve got clarity on complex areas and I’m confident applying the standards.”
This product helps you:
- Stay compliant and confident during the SA season
- Prepare tax returns more efficiently
- Standardise and improve your internal review process
What's included:
- Editable Excel working paper with sections for key SA100 categories
- Error-spotting prompts and evidence tracker
- Bonus PDF with how-to guidance for team or solo use
Who it’s for:
- Tax return preparers and bookkeepers
- New practices or growing teams
- Accountants looking to reduce filing stress
About the Author
Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer. She is a TEDx speaker, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year & breakout star of the year, Rachel adds value to her audience by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages.