Self Assessment Season Chaser

Self Assessment season is the same every year: most clients send their records in January, and the returns pile up behind them. This starts the asking early and keeps at it, so the pile arrives sooner.

You keep one row per client. From 120 days before 31 January - early October - it asks each client for their records for the tax year just ended, then reminds them at 90, 60 and 30 days, and sends a final message at 14 days that mentions HMRC's automatic £100 penalty. The moment you put a date in 'Records received', the chasing stops for that client.

Separately, you hear from it at 30, 14 and 7 days about every return not yet filed, in one email. On 1 February it lists anyone still outstanding. An Upcoming tab shows every client and whether their records are in.

It knows which tax year it is working on, and a date from last season does not count for this one - so when 6 April comes round, the sheet rolls over to the new year without being cleared out.

It is a reminder system, not advice: it works out dates from what you put in the sheet, using the rules as they stood in September 2026. You remain responsible for your filings. When a rule or rate changes, the setting that holds it is on the Settings tab.