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ICB Level 4 Certificate - Self-Assessment Taxation Returns

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Finance Year - 2021/22

This course covers one of the four  units that make up the Level 4 Diploma in Advanced Bookkeeping & Accounting. 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. This is a comprehensive course of study and, as you'll see below, we leave nothing to chance with your exam preparation.

The ICB do not offer this as a standalone qualification and students must have completed, or plan to complete their Level 3 Bookkeeping & Accounting qualifications before attempting this course and examination.

Entry Requirements: ICB Level 3 bookkeeping & accounting Qualifications or exemptions with prior qualifications or experience.

Ideal Schools will provide::

  • Interest free payment option - NO credit checks or 3rd party finance
  • All Study Materials provided in HARD COPY
  • 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 MOCK exams
  • Examination revision workbook (60+ Q's & A's) 
  • 2 x Official ICB Online Practice Papers (value = £30)
  • Exam Pass Guarantee
  • LIVE online SAT submission demonstration
  • Continued Career Support
  • Additional CPD Service Certification

ICB Course Sample - you can view the first 25 pages of this, and other ICB courses, via THIS LINK.

Associated Exams: 
Exam Structure:  1 x home based examination with 48hr completion period
Study Time:  Approx 70-80 hours

Other Level 4 Certificate options to consider:
Drafting Financial Statements
Corporation Tax for Micro and Small Business
Business Insight
Combined Level 4 Diploma

CPD Status (for those holding Associate Membership or higher): 30 hours structured & unstructured, meeting ICB annual suggested target

Total exam fees for this course option are £85.00 (1 @ £85)When it comes to paying for your exams you have two options:

  1. Save 5% - During online registration, select to switch to the option that incorporates the exam fees and you will save an extra 5% on ALL feesWith this option, your exam fees are either added to your full payment or spread evenly throughout your interest free payment term.
  2. Pay as you go: As you complete each section of study you'll be instructed to book your exams. If you have not pre-paid these you'd simply contact our admin team to pay and we'll then place your exam order. 

 The choice is yours!!

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 income
* Identify 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


Course Fee Details

Course Code: ICB1005 Save 27%

Course Fee: £355.00 NOW ONLY £260.00

You can pay the full price or pay a deposit of £110.00 (0% APR), followed by 4 monthly payments of £37.50

Enrol now

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Course Fee Details
Course Code: ICB1005     Save 27%
Course Fee: £355.00 NOW ONLY £260.00
You can pay the full price or pay a deposit of £110.00 (0% APR), followed by 4 monthly payments of £37.50
Student Reviews
Excellent Support
Following my recent completion of this course, I just wanted to write and thank Ideal Schools and my tutors George and Eszter for supporting and encouraging me through this complex subject. The course material as always is clear, concise and easy to follow. However especially with this subject additional learning is required with the main task being to navigate your way around the mind field of the HMRC website! Once again Ideal Schools surpass themselves with their asset of Eszter, she always goes above and beyond to ensure you have all the required knowledge and understanding of each and every subject matter. Her passion to help others comes across 10 fold and I for one could feel myself growing with confidence under her guidance. Ideal Schools makes your learning journey a pleasure and never a chore. Thank you to you all.
Rachel Dines - North Devon
Submitted 2228 days ago
Self Assessment Tax - Course Review
I recently passed this exam thanks to a combination of factors including: Ideal Schools Tutors Course Material General advice and guidance The tutor assigned to me was Eszter and her knowledge of the subject matter appears to be at a level way above my expectations. She seems to know everything. Her detailed responses on assignments and general questions are extremely prompt, detailed and helpful. Having Eszter behind you should allow you the confidence to succeed. Finally, as with other Ideal Schools tutors you are treated as an individual and not a number. As for the course material it takes you through the key topics and supplemented by well thought out assignments. It is not practical to develop a full course on every aspect and a key part of the course is learning how to find the information. Once again Eszter shines at this and has developed what she calls "The art of search". Since I took the course a couple of months ago a workbook with many questions and examples has been produced and is an excellent addition to the course material. Finally, the importance of this course cannot be underestimated. I now have 8 clients and ALL end with SAT. If I was unable to offer this service I would still be looking for clients. Terence Ramm AICB
Terence Ramm - Lincoln
Submitted 2231 days ago
Thank you

Just a quick e-mail to say thank you to everyone at Ideal Schools for all your help and support in my studies toward the ICB qualifications. I am pleased to advise you that I recently found out that I passed the Level 3 Diploma in Self Assessment first time with a 100% and also achieved the same score for Level 3 Computerised Bookkeeping just over a month ago. As you can imagine, I am very happy with these results as they are the perfect end to my studies with you.


I would like to finish by once again thanking you and your colleagues and to wish you all the best.


Kind regards,


Margaret Janicka.

M. Janicka, Hereforshire
Submitted 3361 days ago
Diploma in Self Assessment
Course material written in clear way, easy to understand-excellent.

As always good feedback and assistance from tutors.
Dee Weekes - London
Submitted 3525 days ago
Thank you for your help
Thank you for your help and support with the Diploma for Self Assessment. The course material is clear and comprehensive, with plenty of examples and detailed assignments. As always the level of support from the tutors is excellent.
D.J. - Altringham
Submitted 3714 days ago
Diploma in Self Assessment Completion
A well-documented and easy to understand course, with all necessary information required to complete the ICB Diploma (supported by additional material found on the HMRC website). The assignments were very useful in presenting potential real-life situations. I knew very little about tax before I did this course, and the course materials provide very useful reference tools now I'm doing Self Assessments for real! Thanks Ideal Schools!
Debbie Roe - North Yorkshire
Submitted 3846 days ago
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Diploma In Self Assessment