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UK Self-Assessment · 2026/27

Self-Assessment Forecast

Model the upcoming UK Self-Assessment bill for any client — income tax, NIC, CGT and student loan, with bands, allowances and reliefs applied automatically.

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Maintained for the current UK tax year
Sample forecast · Illustrative — 2026/27
Gross income
£82,500
Effective rate
24.7%
Total liability
£20,378
Balance to pay
£3,212
Mix of PAYE, dividends and rental — net of PSA, dividend allowance and finance-cost relief.

See it in 40 seconds

Every income type, the bands and reliefs, a live breakdown and a branded PDF — all in one short tour.

Built for the SA100 conversation

The same calculation accountants do by hand — only faster, cleaner, and saved against the client.

Every income type in one place

Employment, self-employment, property, dividends, savings, CGT, pensions and trust income.

Bands & reliefs handled

PA taper, starting rate, PSA, dividend allowance, Gift Aid and pension grossing-up.

Live breakdown

See the slice-by-slice tax computation as soon as you change a number.

Branded PDF exports

Hand the client a polished forecast with your firm's logo and the inputs used.

What you can model

A quick tour

Three short steps from income sources to a client-ready Self Assessment forecast.

Step 1

Add every income source

Pull employment, self-employment, dividends, property and savings into one view so the forecast starts from a complete picture.

  • Multiple income types in one screen
  • Clear labelled source rows
  • Fast add-source workflow
  • Built for year-end client meetings
Self Assessment screen listing income sources including self-employment, dividends, property and savings interest.
Step 2

Layer in reliefs and allowances

Switch on the reliefs that matter and tune pension inputs so the forecast reflects the real planning position.

  • Pension contribution toggle
  • Gift Aid toggle
  • Marriage allowance toggle
  • Pension amount slider
Reliefs and allowances screen with toggles and pension amount slider.
Step 3

Read the bill and export

The final screen shows the forecasted liability with a clean split across tax components and a PDF export for the client file.

  • Forecasted bill headline
  • Income tax, NI and payments on account split
  • Line-by-line figures
  • One-click PDF export
Forecasted bill screen showing the total liability, stacked tax bar and export button.

Ready to forecast a Self-Assessment bill?

Included in every NRD Calculators plan — alongside the rest of the library.

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Frequently asked questions

Quick answers on rates, rules and what's included.