Self-Employed Guides & Resources
Explanations and preparation checklists to use alongside the calculators—not substitutes for official guidance or individual advice.
By SoloCalc · Content updated 23 October 2026
Planning your tax reserve
Understand profit-based saving, other income and payments on account before choosing a monthly reserve.
SA302 and tax-year overviews for a mortgage
Retrieve the right documents, match the years and check the provider's current evidence requirements.
Which income figure should you use?
Distinguish turnover, taxable profit, CIS receipts, rental cash flow and mortgage income evidence.
Choose a tool for your figures
These resources explain definitions, evidence and planning decisions. For personal illustrations, browse the nine calculators and check each tool's scope. Read how we calculate and our review policy.