A CPD-accredited refresher course & confidence boost
Master self-assessment tax returns with confidence
If you’ve ever felt unsure about how to handle complex self-assessments or wished you had a proper system to follow this course is for you.
At your own pace, you’ll:
- Confidently prepare self-assessment tax returns from start to finish
- Understand why you’re doing what you’re doing (not just follow a checklist)
- Learn how to apply processes across clients, teams, and reviews
- Earn 24 CPD hours with a full implementation-ready framework
- Apply your learning with structured homework and a capstone return project to cement your confidence.
Built and delivered by practising accountants, this course is the same system we use to train our own team
Course schedule
The course is fully self-paced. Work through the modules in order, pause to complete homework, and revisit content whenever you need a refresher. Lifetime access included.
What past students say
Working papers
Our working papers pack includes editable templates for disclosures, reconciliations, finalisation, and tax checks, the exact system we use inside our own practice.
CPD accredited
Gain 24 hours of accredited expert-led training, working paper templates, and practical Q&A sessions while fulfilling your CPD requirements.
Complete with CPD certificate.
On demand tutorials
Short, structured video tutorials covering every section of a self-assessment return, from planning and income through to complex cases and finalisation.
What’s included?
Step-by-step blueprint
- Clear working papers to guide your process
- Finalisation, reconciliation, disclosure & tax checklists
- Recordings available to rewatch anytime
- On-demand tutorials (short, structured lessons across all modules)
- Deep dive replays (recorded Q&A sessions preserved as bonus context)
- Homework prompts (practical exercises to build confidence with real or sample client files)
- Capstone return (end-to-end practice project)
- Lifetime access to all videos, templates, and resources
CPD accredited
- Earn 24 hours of CPD with a certificate on completion
Templates & resources
- Editable working papers
- Software filing tutorials
- Manager-ready review points
See the full curriculum and a demo video below
The Course
This CPD-accredited refresher course has been designed for accountants who want to elevate their expertise and deliver high-level service with confidence. Whether you’re refining your process or tackling complex cases, this self-paced course provides everything you need to succeed.
This course is ideal for accountants who want to boost their confidence in preparing self-assessment tax returns, are seeking practical tools and strategies to streamline their workflow, and who value CPD accreditation to enhance their professional development.
Includes full working papers & comprehensive accounts disclosure checklists.
Take a look inside
Step-by-step checklists for planning and finalising workflows
Curriculum
About the author
Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer in 2025. 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 of 150,000 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.