2016-17 Self Assessment (SA) tax calculator

29 September 2017

Agents may be aware that changes to the SA tax calculation were recently implemented to accommodate the order of reliefs and allowances. Unfortunately some issues were picked up that HMRC were unable to fix before 6 April 2017.

The in-year fix date for the 2016-17 calculator is due to be in place by Monday 23 October 2017.

Until the fix is in place your choices are:

  • Await the implementation of the fix on 23 October 2017 and then file online

  • Continue to file online if your current software allows you to do so

  • File on paper (preferably with a covering letter identifying the exclusion)


HMRC’s tax agent blog details when the fix is due, which exclusions will remain and advice for agents on what to do if they’re unable to file online.