JoltMile HelpHMRC & tax

The Self Assessment screen

What each figure means, every box on your tax return, what you will pay, and what the CSV and PDF exports contain.

By JoltMilePublished 19/08/2026Updated 02/10/20265 min read
A Self Assessment summary listing turnover, mileage allowance, taxable profit and the estimated tax and National Insurance owed.

Last checked 12/09/2026.

What it is

Your tax year summarised the way a tax return wants it: turnover, deductions, taxable profit, and the tax and National Insurance estimated on it. Under that, the whole return box by box and what you will pay.

The figures

LineWhat it is
TurnoverEverything the platforms paid you, including tips, across the tax year.
Mileage allowanceYour business miles at the approved rates, with the threshold applied.
Allowable expensesExpenses in categories that reduce taxable profit.
Taxable profitTurnover minus the two deductions above.
Income taxEstimated on the profit, using the current bands.
Class 4 NIEstimated on the profit.

Fuel and vehicle insurance do not appear as deductions here. They are inside the mileage allowance, and deducting them again would be double-counting - see can I claim mileage and fuel.

With other income or a job

If you have logged other income, the screen carries on past the driving and works out your whole position, in the same order HMRC does:

LineWhat it is
Estimated tax on your drivingThe income tax and Class 4 your driving adds, with the other income already underneath it.
Tax and Class 4 on all your incomeIncome tax on everything together, plus Class 4 on your trading profit only. Wages never pull driving profit into Class 4.
Less tax already deducted through PAYEWhat your employer took off your payslips. A payslip refund shows as a plus instead.
Left to pay through Self AssessmentWhat is still owed once the PAYE tax is taken off.
Overpaid, HMRC owes youShown instead of the line above when PAYE took more than the year works out at.

A PAYE entry saved before JoltMile asked for the tax deducted has no figure, so it is left out of the credit rather than guessed. The screen tells you how many there are. Open them under Other income and fill the figure in, or what is left to pay will read too high.

The CSV carries the same lines at the bottom, and the PDF explains them in its closing note.

The Class 2 decision

If your profit is under the Small Profits Threshold, a tick box asks whether you plan to pay voluntary Class 2 to protect your State Pension. The box comes first and the explanation sits behind the arrow beside it. Ticking it shows the yearly amount separately. It is never added to your tax, because Class 2 is not a tax charge.

Your tax return, box by box

Below the figures, the annual view walks the whole return in the order you need it. Every figure is in whole pounds, rounded the way HMRC allows: income down, expenses up.

SectionWhat it gives you
Before you startWhat to have ready: your UTR, your Government Gateway login, your platform statements, and a P60 for any job.
A few questionsThe things JoltMile cannot see: whether you started this year, a student loan, payments on account you already made, a loss from an earlier year, and in a loss year whether to use that loss against your other income. Saved for that tax year only.
Self-employment (short)Every box on the self-employment pages that applies to you, with a copy button. Turnover in box 9, your mileage claim and travel costs in box 12, the total in box 20, profit in boxes 21, 28 and 31. The boxes to leave blank are listed too.
Other parts of your returnThe questions on page TR 2, an employment page for each job with pay and tax from the P60, the student loan boxes, and the questions only you can answer, like Child Benefit or pension payments.
What you will pay, and whenIncome tax, Class 4, any student loan and voluntary Class 2, less PAYE tax and payments on account already made. Then the first payment on account for next year if your bill is £1,000 or more, and the total due on 31 January.
How to fileThe steps on gov.uk, the payment reference to use, and how long to keep your records.

If your real expenses come to less than £1,000, JoltMile uses the £1,000 trading allowance instead, because it is bigger. You get one or the other, and you can choose in the questions.

The tax in "What you will pay" is worked out on the profit you file, so it can differ from the estimate above it if you take the trading allowance or bring a loss forward. HMRC shows its own figure before you submit, and that is the one that counts.

A loss from driving this year is carried forward against future driving profit, on the estimate and on the return. If you have other income, such as a job, you can answer yes to "Use this year's loss against my other income" instead. The loss then goes in box 33 and the estimate takes it off your other income, so both say the same thing.

The exports

The CSV has one row per shift and a total, the rates and settings used, then every box on the return and what you will pay. Money in the box rows is in whole pounds with no symbol, so a spreadsheet reads it as a number. The PDF has the summary on the first page, then the return box by box, the bill, the checklist and the filing steps.

Neither is a tax return. JoltMile does not submit anything to HMRC; you or your accountant file using these figures.

Before you rely on it

  • Check every shift is logged, including any you meant to add later.
  • Check your mileage rates match HMRC's current approved rates.
  • Add any income from outside the driving under Other income. A PAYE job changes the tax, not the profit, and the screen can only credit PAYE tax it has been told about.
  • Check the PAYE tax you entered against your P60 before you rely on a refund.
  • Keep your records for at least 5 years after the January filing deadline.
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