Request a Tax Calculation

You can request a tax calculation from HMRC at any time during the tax year. The calculation will provide a detailed breakdown of your tax position, based on the cumulative updates and any other income information you’ve submitted.

How to Request a Tax Calculation

1. Go to your Self-Assessment Workflow screen.
2. Click on the Options menu.
3. Select Request a Tax Calculation.

Once the calculation is generated, a link will appear allowing you to view the report.

Automatic Tax Calculations

In addition to manual requests, a new tax calculation is automatically generated every time you submit a cumulative update. This helps you track your tax liability throughout the year.

Viewing Past Calculations

To see a list of recent tax calculations:

1. Navigate to Reports > HMRC.
2. Select the relevant individual or agent tax account.
3. Open the Tax Account Detail screen.