Self-Assessment app

Self-Assessment app

The Self-Assessment mobile app is a bridge between clients and advisors that helps unlock hidden efficiencies within the Self-Assessment production process. The app has eliminated all of the time-consuming processes such email or SMS and has all the functionalities such as real-time notifications which will help you gather the necessary data needed on the go from the convenience of your mobile phone.  


Assigning a Self-Assessment to a Business User:


Updating personal information on the Self-Assessment app:


Sending out a Tax Questionnaire to a client's Self-Assessment app:


Completing the Tax Questionnaire on the Self-Assessment app:


Reviewing submitted documents within the Self-Assessment module:


Reviewing Tax Calculation and Self-Assessment Tax Return:


Approving a Self-Assessment:


Submitting a Self-Assessment:



    • Related Articles

    • Self-Assessment eSignatures - Now Live!

      By popular demand, self-assessment eSignatures are now live! This functionality allows you to request and obtain approval seamlessly without having to leave the Nomisma platform. It will: Send an email containing eSigning links, within just a few ...

    • Updating personal information on the Self-Assessment app

      Once a client (business user) has been assigned to a Self-Assessment they will first need to check that all of the personal information is correct within the app.    Click on Get Started (providing that the Self-Assessment in question has not already ...

    • Completing the Tax Questionnaire on the Self-Assessment app

      The Tax Questionnaire is comprised of twenty-six questions that cover every single scenario and can unlock ‘hidden’ conversations such as tax saving opportunities or any other additional value-added work. It simply allows clients to answer ...

    • Sending out a Tax Questionnaire to a client's Self-Assessment app

      You can send out a Tax Questionnaire from the web application to a client and they will be able to fill out on the Self-Assessment app on their mobile phone.     Go to the Agent dashboard, select Self-Assessment on the left-hand menu and then select ...

    • Approving a Self-Assessment

      To send off the Self-Assessment for a client to approve you will first have to select the Submit to HMRC option under Review and File and lock the Self-Assessment.      ​     You will then need to go back to the Self-Assessment dashboard, change the ...