How do I use the What If? Planner?
You can use the What If? Planner to forecast next year’s tax liability by following these steps:
- Open the SA100 tax return in question
- Go to Check & Finish.
- Click on What If? Planner
- Enter the income figures:
- Click on Use 2023/24 Values and use Add/Edit for each section to adjust the figures – if the information is the same or similar to the current tax year.
- Click on Add/Edit for each section and enter the projected income in the boxes – if the information is different or you want to enter it manually.
- Click on Close to build on next year's tax calculation.
When you’ve declared all of the income, you’ll see the estimated final tax liability due for next year.
Please Note: This information doesn’t get filed online so you’ll still need to complete the tax return as required for that tax year.
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