Build a process for self-assessment tax returns you can trust, repeat and teach to your team


If you prepare self-assessment tax returns and you want a clear, structured process you can follow every time, this course was built for you. You will work through the exact system used in a leading UK practice, with working papers, checklists and video walkthroughs covering every section of a return from planning through to finalisation.


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.






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Working papers


The working papers pack includes editable templates for disclosures, reconciliations, finalisation and tax checks. This is the exact system used inside a leading UK practice, built to be taken straight into your own client work.

CPD accredited


This course is CPD accredited. On completion you receive a certificate for 24 hours of accredited training. Count it toward your annual CPD requirement and evidence your continuing professional development with a recognised qualification.

On demand tutorials


Short, structured video tutorials covering every section of a self-assessment return, from planning and income sources through to complex cases and finalisation. Watch in order or jump to the section you need. All videos are available on demand and included for life.


What’s included?

Step-by-step blueprint

Working papers and checklists

  • Editable templates for disclosures, reconciliations, finalisation and tax checks. The exact system used in a leading UK practice, ready to take into your own client work.

On-demand video tutorials

  • Short, structured lessons covering every section of a self-assessment return. Watch in order or jump to the section you need. Rewatch any time.

Deep dive Q&A replays

  • Recorded sessions covering real scenarios and complex cases. Learn from the questions your fellow students bring, not just textbook examples.

Homework and capstone return

  • Practical exercises to build confidence with real or sample client files, plus an end-to-end capstone return to cement everything you have learned.

Software filing tutorials

  • Step-by-step guidance on filing through your software, including manager-ready review points.

CPD accredited

  • On completion you receive a CPD certificate for 24 accredited hours. Count this toward your annual CPD requirement.

Templates & resources

  • Editable working papers
  • Software filing tutorials
  • Manager-ready review points

Lifetime access

  • All videos, templates and resources included for life. No expiry, no extra cost.

See the full curriculum and a demo video below



The Course


This course gives you a complete, structured process for preparing self-assessment tax returns, built on the working papers and systems used in a leading UK accounting practice.

You will work through every section of a return from planning through to finalisation, supported by editable working papers, disclosure checklists and on-demand video tutorials. Homework exercises and a capstone return project help you apply what you learn to real client files.

Whether you are building your process from scratch or refreshing a workflow that has grown inconsistent over time, this course gives you a system you can rely on, repeat and teach to your team.

CPD certified. 24 accredited hours on completion. Flexible payment plans available.

Includes full working papers & comprehensive accounts disclosure checklists.

Flexible instalment plans available, start learning straight away.

Take a look inside


Step-by-step checklists for planning and finalising workflows

Curriculum

  Module 1 — Welcome, outcomes & goal setting
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  Module 2 — Your working papers
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  Module 3 — Section 1: Planning & finalisation (foundations)
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  Module 4 — Section 2: Self-assessment core incomes
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  Module 5 — Filing a self assessment (software training)
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  Module 6 — Capstone & next steps
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About the author

Rachel Harris is redefining what it means to be an accountant, employer, and modern business leader. A TEDx speaker, award-winning content creator, and founder of striveX® and @accountant_she, Rachel has become one of the most recognisable and trusted voices in UK finance.

Named Accounting Personality of the Year, she combines practical expertise with relatable storytelling, delivering free financial education to an audience of more than 389,000 across social media. Rachel champions ethical, values-driven business - building a profitable firm that invests in local jobs and high standards.

She works directly with HM Treasury and Downing Street on UK tax policy and financial wellbeing, while helping founders, creators, and accountants build smarter, more confident businesses. Above all, Rachel believes financial knowledge should be accessible to everyone, and she’s here to make that happen.