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Self Assessment — Payments on Account

Plan your Self Assessment bill: income tax and Class 4 NIC on trading profit, payments on account (31 January / 31 July) and the balancing payment.

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Date verificate · iulie 2026

When do I have to make payments on account?

When your last Self Assessment bill was £1,000 or more and less than 80% of it was collected at source. Each payment is half of last year's bill, due 31 January and 31 July.

Sursă: HMRC — Understand your Self Assessment tax bill (gov.uk/understand-self-assessment-bill/payments-on-account); gov.uk/self-employed-national-insurance-rates; gov.uk/income-tax-rates. · actualizat 2026

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Totul despre Self Assessment — Payments on Account

📋Prezentare+

Estimates the 2025/26 Self Assessment liability on self-employment profit — income tax (top-slice above any income already taxed at source) plus Class 4 NIC (6% between £12,570 and £50,270, 2% above; Class 2 abolished from 2024/25) — then builds the payment schedule: two payments on account of 50% of last year's bill and the balancing payment due the following 31 January.

💡 Bune practici

  • The January payment often doubles up: balancing payment for last year plus the first payment on account for the current year.
  • If you expect lower profits, you can apply to reduce your payments on account (form SA303) — but interest applies if you reduce too much.
  • Class 2 NIC was abolished from 2024/25; state pension credits are preserved automatically above the small profits threshold.

🔢 Exemplu concret

£60,000 trading profit, £10,000 prior-year bill: income tax £11,432 + Class 4 NIC £2,456.60 = £13,888.60. Two £5,000 payments on account (31 Jan / 31 Jul), balancing payment £3,888.60, and next January's total due £10,832.90 including the first 2026/27 payment on account.

📖Ghid de utilizare+

Cum se folosește acest calculator

  1. 1

    Enter your self-employment trading profit for the year.

  2. 2

    Add any income already taxed at source (e.g. PAYE salary).

  3. 3

    Enter last year's Self Assessment tax bill to compute the payments on account.

  4. 4

    Read the schedule: 31 January, 31 July, and next January's balancing payment.

📚Glosar+
Payments on account
Two advance payments of 50% of last year's tax bill each, due 31 January and 31 July — required when last year's bill was £1,000 or more and less than 80% was collected at source.
Balancing payment
The difference between the actual bill and the payments on account already made, due the following 31 January — together with the first payment on account for the next year.
ℹ️Surse și actualizări+
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Ultima actualizare a datelor

5 iulie 2026

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Surse și referințe

HMRC — Understand your Self Assessment tax bill (gov.uk/understand-self-assessment-bill/payments-on-account); gov.uk/self-employed-national-insurance-rates; gov.uk/income-tax-rates.

Datele acestui calculator sunt actualizate periodic pentru a reflecta ultimele bareme oficiale. În caz de dubiu, consultați sursele oficiale menționate mai sus.

FAQ — Self Assessment — Payments on Account

When do I have to make payments on account?+

When your last Self Assessment bill was £1,000 or more and less than 80% of it was collected at source. Each payment is half of last year's bill, due 31 January and 31 July.

How much Class 4 National Insurance do I pay?+

6% on profits between £12,570 and £50,270 and 2% above (2025/26). Class 2 NIC was abolished from April 2024.

What if my payments on account exceed my final bill?+

HMRC refunds the overpayment (or sets it against your next bill) once the return is filed — the calculator shows the expected refund.

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