ICB Level 4 Certificate in Self Assessment Tax

Course DurationLearning Hours: 60-80

DurationDuration: Up to 6 Months

ExamsExams: 1

The level 4 Self Assessment Tax module is perfect if you want to complete returns for individuals and businesses (Sole Traders and Partnerships).

Save an extra 10% with the checkout code: ICB10P

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.

Exceptional ICB pass rates
Study whenever you want – at your own pace
Award-winning tutor support
Dedicated accounting and bookkeeping training provider
Interest-free payment plans to spread the cost

Includes free bonus course

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.

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:

  1. Underpinning Knowledge
  2. Entering Details of Personal Income onto a Self-Assessment Return
  3. Entering Details of Business Income and Expenditure for Unincorporated Businesses onto the Relevant Returns
  4. Chargeable Gains
  5. Calculate Tax and National Insurance Contributions due and File Returns
  6. 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


0% interest finance available

Spread payments over 3 years

View Finance Calculator
Finance Calculator - ICB Level 4 Certificate in Self Assessment Tax




Figures are shown for illustrative purposes only. Actual figures may vary.



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.

Free Sample

Want to see what it's like to study with us?

Our free sample showcases some of our level 2 bookkeeping and accounting study material.

Just fill in the form and you'll have access to an E-book, a sample video, and a PDF file, along with a small test to complete.

Get your free sample »