Advantages of studying with IDEAL

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Finance Year – 2023/24
An ideal course for those who are already proficient in bookkeeping and are looking to improve their skill set and aiming to provide a lucrative, additional service to current or prospective clients or simply to satisfy your professional CPD requirements.

This course is CPD Certified and upon completion of all assignment work you will be awarded Certification via the CPD Service.

This course is also suitable for those who have a bookkeeping & accounting background, or qualifications through any of the main awarding bodies. Originally, this course was written to prepare students for an exam with the Institute of Certified Bookkeepers (ICB). If you do not have this affiliation and would like to consider applying for membership with them, possibly via exemption, you can contact ICB on 0207 856 2567

Entry Requirements: Intermediate level of Bookkeeping & Accounting knowledge, including the completion of Final Accounts for sole traders & partnerships.

Ideal Schools Will Provide:
  • Interest free payment option – NO credit checks or 3rd party finance
  • Our Price Promise
  • All Study Materials provided in two presentation folders
  • Online access to ALL training materials – study on the go!
  • 1 year tutorial support via phone, email & 24/7 support via private Facebook groups
  • Continuous Self Progress tests & Answers
  • 3 x tutor marked assignments
  • 2 x tutor marked Final Assessments
  • Revision workbook (60+ Q’s & A’s)
  • LIVE online SAT submission demonstration
  • Continued Career Support
  • Professional CPD Service Certification
Study Time: Approx 40-50 Hours

Monthly Payment Notice
We do not charge interest for monthly payments. To cover costs of additional security measures recently implemented in the banking system, there is a £1.50 charge added to each monthly payments to cover the cost of applying these measures in our systems.

ICB Members, or prospective ICB Members should follow THIS LINK (same course, different exam provision)
Exam Pass Gaurantee
Enrol with confidence for guaranteed success!
If you DO NOT pass an exam we'll share responsibility and will pay 50% of one re-sit cost per exam. (T's & C's Apply)

Syllabus for CPD - Diploma in Self Assessment

Course Contents: Students studying this course, or who have already completed this course, can benefit from a LIVE online submission demonstration. This will ensure that you are FULLY prepared for that first client submission.

Topic 1 – Underpinning knowledge
  • Duties and Responsibilities of the Bookkeeper / Tax Agent
  • Explain what is meant by the terms: Income Tax, Capital Gains Tax
  • Explain the principles of taxation appropriate to individuals, Sole Traders and Partnerships
  • Identify the main sources of Income and reliefs for an individual
  • Identify the types of returns that may be completed 1.6 Identify sources of assistance
Topic 2 – Entering details of personal income onto a self-Assessment Return (SATR)
  • Identify the main sources of personal incomeIdentify the various types of tax reliefs that can be claimed
  • Identify the elements of Employment Income and allowable expenses, and complete the relevant pages
  • Explain the types of Income from property and allowable expenditure and complete the relevant pages
Topic 3 – Entering details of business income and expenditure for unincorporated businesses onto the relevant returns
  • Identify the returns that need to be completed by sole traders and partners
  • Explain the principle of basis periods applicable to sole traders and partnerships
  • Explain the purpose of, and determine, adjusted trading profits for sole traders and partnerships
  • Explain the purpose of Capital Allowances (Equipment, Motor Vehicles and Other)
  • Identify trading losses for individuals and partnerships
  • Complete the partnership return and the relevant section of the self-assessment return
  • Complete the relevant sections of the self-assessment return
  • Explain the purpose of Simpler Income Tax for the Simplest Small Business and complete the Self-Assessment Return
Topic 4 – Chargeable gains
  • Explain the elements of capital gains tax
  • Apply relief’s deferrals and exemptions
  • Explain the treatment of gains and losses
Topic 5 – Calculating tax and National Insurance contributions due and filing returns
  • Determine taxable income and tax payable
  • Identify NI Contributions payable
  • Explain the procedure for payment and administration
Topic 6 – Foreign income and residence basis
  • Explain how to treat foreign income
  • Explain the criteria for residence and remittance
Make IDEAL Schools your #1 Training Partner

Ready to start CPD - Diploma in Self Assessment ?

Course Code: CPD010
Course Fee: £245.00
You can pay the full price or pay a deposit of £115.00 (0% APR), followed by 4 monthly payments of £34.00
Exam Pass Gaurantee
Enrol with confidence for guaranteed success!
If you DO NOT pass an exam we'll share responsibility and will pay 50% of one re-sit cost per exam. (T's & C's Apply)
Still not sure?
Ask one of our advisors or call us FREEPHONE on 0800 028 1404