UK tax Self assessment spreadsheets
UK tax Self assessment spreadsheets
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Discussion

wong

Original Poster:

1,435 posts

240 months

Tuesday 4th July 2023
quotequote all
Are there any simple spreadsheets to recommend on line for UK tax.
In particular for dividends and capital gains, as I'll have to fill in self assessment soon.
Never really used spreadsheets in the past and was thinking of just writing it down on paper (one per tax year), but there must be a more computer based method in 2023.

I'm retiring soon, married, too young for gov state pension and will rely totally on dividends and capital gains. Have been investing in shares for ~ 20 years and used to the volatilty of the stock markets. Will put in 20K/year into ISA.


Mr Pointy

12,922 posts

183 months

Tuesday 4th July 2023
quotequote all
Try the HMRC one for a astart as it's free:
https://www.gov.uk/guidance/hmrc-tools-and-calcula...

Which? have one but it probably costs - it's unclear:
https://www.which.co.uk/money/tax-calculator