ICB Level 4 Certificate in Self Assessment Tax
Learning Hours: 60-80
Duration: Up to 6 Months
Exams: 1
The level 4 Self Assessment Tax module is perfect if you want to complete returns for individuals and businesses (Sole Traders and Partnerships).
All self-employed people are required by law to complete a Self Assessment Tax Return every year, so this can provide a very good revenue stream. In the past, this would be left to a third-party accountant but with this knowledge and qualification it means all of the Bookkeeping right through to Year End and submission of the Tax Return can now be handled by the ICB Certified Bookkeeper.
No other training provider includes as many materials, lessons, examples and activities.
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Exceptional ICB pass rates |
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Study whenever you want – at your own pace |
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Award-winning tutor support |
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Dedicated accounting and bookkeeping training provider |
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Interest-free payment plans to spread the cost |
Includes free bonus course
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Free Xero Course and Certification
This enhances your CV and gives you the experience of using one of the most in-demand types of accounting software.
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ICB Training Provider of the Year
With 11 wins, no other distance learning provider has won ICB Training Provider of the Year more than Training Link.
Training Link focuses on only three subjects: Accounting, Bookkeeping, and Payroll.
This keeps us focused on delivering the best student experience. And that’s why over the last 27 years we’ve won over 20 awards – from scooping AAT’s Best New Training Provider in 2018 to winning ICB’s Training Provider of the Year award 11 times!
Training Link has written and created all of the study material for our ICB courses.
And because we control this material, we can improve it based on student feedback and results. This is what helps Training Link students achieve outstanding pass rates.
- Printed Workbook containing lessons, examples and tasks
- Enhanced Learning Materials and Time Saving Utilities (Fast track)
- 24/7 Online assessments with instant marking
- Extensive exam practice and preparation (Mock exams with tutor feedback)
- Up to 6 months Award Winning Qualified 1 to 1 tutor support by e-mail and telephone
- Student Services support 7 days per week
- Free Postage and packaging
- FREE access to ICB’s award-winning membership benefits scheme, ICBenefits
The Institute of Certified Bookkeepers was established in 1996. They promote the bookkeeping profession, learning and education, and offer qualifications.
The ICB is the largest bookkeeping membership organisation in the world. There are over 150,000 students and members in over 100 countries.
ICB’s certification is based on exams and only the finest professionals are eligible for membership. Members need to maintain their status via Continuous Professional Development.
ICB’s rigorous standards give businesses the confidence that an ICB-certified Bookkeeper will have the highest standards. And that’s why it is a perfect pathway for anyone who wants to become a self-employed bookkeeper.
The Level 4 Certificate in Self-Assessment Taxation is made up of six topics:
- Underpinning Knowledge
- Entering Details of Personal Income onto a Self-Assessment Return
- Entering Details of Business Income and Expenditure for Unincorporated Businesses onto the Relevant Returns
- Chargeable Gains
- Calculate Tax and National Insurance Contributions due and File Returns
- Foreign Income and Residence Basis
The learning outcomes for each topic are listed below:
Topic 1 – Underpinning Knowledge
Learning Outcomes:
1.1 Duties and Responsibilities of the Bookkeeper / Tax Agent
1.2 Explain what is meant by the terms: Income Tax, Capital Gains Tax
1.3 Explain the principles of taxation appropriate to individuals, Sole Traders and Partnerships
1.4 Identify the main sources of Income and reliefs for an individual
1.5 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
Learning Outcome:
2.1 Identify the main sources of personal income
2.2 Identify the various types of tax reliefs that can be claimed
2.3 Identify the elements of Employment Income and allowable expenses, and complete the relevant pages
2.4 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
Learning Outcome:
3.1 Identify the returns that need to be completed by sole traders and partners
3.2 Explain the principle of basis periods applicable to sole traders and partnerships
3.3 Explain the purpose of, and determine, adjusted trading profits for sole traders and partnerships
3.4 Explain the purpose of Capital Allowances (Equipment, Motor Vehicles and Other)
3.5 Identify trading losses for individuals and partnerships
3.6 Complete the partnership return and the relevant section of the self-assessment return
3.7 Complete the relevant sections of the self-assessment return
3.8 Explain the purpose of Simpler Income Tax for the Simplest Small Business and complete the Self-Assessment Return
Topic 4 – Chargeable Gains
Learning Outcome:
4.1 Explain the elements of capital gains tax
4.2 Apply relief’s deferrals and exemptions
4.3 Explain the treatment of gains and losses
Topic 5 – Calculate Tax and National Insurance Contributions due and File Returns
Learning Outcome:
5.1 Determine taxable income and tax payable
5.2 Identify NI Contributions payable
5.3 Explain the procedure for payment and administration
Topic 6 – Foreign Income and Residence Basis
Learning Outcome:
6.1 Explain how to treat foreign income
6.2 Explain the criteria for residence and remittance
Further details on the learning outcomes, assessment criteria, grading, and more can be found by accessing the ICB’s Level 4 Certificate in Self-Assessment Tax Returns Syllabus
You need to be qualified to ICB Level 3 or above.
AAT students (e.g.) who have completed their level 2 & 3 qualifications within the last 5 years may be eligible for our new Fast Track route. We will support you in gaining the knowledge required to join as a full Member with the designation Certified Bookkeeper.
The exemption fee with Training Link is currently £100 (usually £200).
Please note: If taking this course via exemption, there will also be a fee of £30 to pay for student registration and membership (usually £80).
To apply for an exemption please contact us, and we’ll be happy to help.
If you have any questions please contact us.
This is perfect for a practising Bookkeeper who wants to offer additional services for existing clients. It’s a great way to maximise revenue per client.
This is assessed by one final online exam, taken in the candidate’s home or place of work and completed over a period of 24 hours.
The course is assessed throughout by individual assessments which will be available to complete for a period of 48 hours.
The exam is a series of tasks, such as entering amounts into screens that resemble an online self-assessment return. Other tasks involve calculations that show an understanding of the calculation of tax, National Insurance Contributions, Capital Allowances, Capital Gains Tax and adjusted net profit.
Want more flexibility?
Our tutor support timeframes are deliberately generous and far exceed what most students need.
Most of our students finish well in advance of the course duration. But what happens if you do need a little longer?
This is where our course extension options come into play. We offer one-month, three-month, and six-month extensions so you can feel reassured by knowing that if you do need extra time you have that option.
Course package options
£400.00
Spread payments over 3 years
Our finance option is provided in partnership with Omni Capital. For your finance application to be considered you must meet the following criteria:
- Be over 18 years of age
- Be employed for at least 16 hours per week or retired and in receipt of a private or company pension. Certain state benefit schemes may be considered.
- Be a permanent UK resident with a 3 year address history
- Have a good credit history with no late payments, debt relief orders or bankruptcies
- Have a valid email address and can access it
Please note that meeting the criteria listed above does not guarantee finance acceptance.
If you want to enrol on a course and you have questions about your Omni Capital application or want to discuss other payment options please call us on 0800 594 2822.
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