Seamlessly Track Your Tax Return Progress
The Tax Overview tab in the Pie Tax App is a powerful tool designed to keep you informed about your tax return progress. With this feature, you can easily view any missing requirements and receive step-by-step guidance before submitting to HMRC.
The Tax Overview tab ensures that you are always aware of your next steps, helping you stay organised and compliant. For added peace of mind, you can also opt for a review by a Pie Tax Specialist, ensuring your return is accurate and error-free.
How to Use the Tax Overview Tab in the Pie Tax App
The Tax Overview tab in the Pie Tax App is designed to keep you informed and guide you through every step of your tax return process. Here's a detailed, easy-to-understand guide on how to use this feature:
At the top of the Tax Overview section, you will see a notice that informs you of the next step you should take. This could include tasks such as completing your personal information and income details. Always check this notice to stay on track.Your Next Step
The Tax Overview tab shows your progress in four main areas: Your Info, Your Incomes, Tax Calculation & Submit to HMRCYour Progress
In this section, you can confirm if you have completed all necessary information:Your Info
Perform a final check on your income details. If you have multiple income sources, review each one carefully. Under a specific income source, you will find an "Edit" option to update information. To remove an income source, tick the "Delete" option at the bottom left side of the details page. You can also add Benefits to your income if you have not done so yet.Your Incomes
Here, you will be able to see all the income sources you have entered in the app. You can edit and review these details before submitting them to HMRCDetailed Income Review
In this section, you will see how the app calculated your full tax return, the amount of overpayment or underpayment. You can also view your SA302, which you can share and download.Tax Calculations
You have the option to submit your claim manually, doing so means that our Tax Assistants won’t quality check your submission beforehand.Submit Directly to HMRC
For added peace of mind, you can purchase a final check service from our certified tax advisers. This extra layer of checking ensures there are no mistakes or problems in the information you have entered.Need a Final Check?
If you did not purchase a tax return check, you must provide your HMRC log-ins to continue with manual submission. You will need to ensure that your self-assessment is linked to your Government Gateway login credentials.HMRC Credentials
Once your return has been successfully submitted, you will be notified within the app. This will also show on your HMRC personal tax account.Submission Success
Common Troubleshooting Techniques
Sometimes, issues can arise during the process. Here are some common problems and solutions:
Ensure your name, address, and date of birth are correct in the Personal Info section to avoid any submission issues.Update Personal Information
Check and update all income sources, ensuring each entry is accurate and complete to prevent calculation errors.Verify Income Details
Make sure all tax payments are correctly inputted in the app to provide an accurate overall tax calculation and avoid discrepancies.Confirm Tax Payments
Frequently Asked Questions
What is the Tax Overview Tab in the Pie Tax App?
The Tax Overview tab keeps you informed about your tax return progress, showing any missing requirements and guiding you through each step before submission to HMRC.
How can I see my next step in the tax return process?
At the top of the Tax Overview section, a notice will inform you of the next step, such as completing personal information or income details.
How can I see my next step in the tax return process?
At the top of the Tax Overview section, a notice will inform you of the next step, such as completing personal information or income details.
Can I edit my income details in the Tax Overview Tab?
Yes, you can edit your income details by selecting the "Edit" option under each income source. You can also remove an income source by ticking the "Delete" option.
What is the final check service in the Pie Tax App?
The final check service allows you to purchase a review by certified tax advisers for only £59.99, adding an extra layer of checking for mistakes or problems before submission to HMRC.
