Staff Access Required
Enter the staff password to access the report builder
Incorrect password. Please try again.
← Back to Staff Portal
Page 1 of 2 — Income & Tax Summary
homf
Accounting
Tax Summary Report
James Robertson
Robertson Tech Ltd  |  Tax Year 2025/26
Prepared by HOMF Accounting
March 2026
homfaccounting.co.uk
Salary + Dividends + BIK
Total Gross Income
£0
After all personal taxes
Total Net Income
£11,564
Income tax + NI + dividend tax
Personal Tax Due
22.4%
inc. all taxes & NI
Effective Tax Rate
Income Summary
How your income is structured
S
Salary / PAYE
Employment income
D
Dividends
From company profits
£20,000
B
Benefits in Kind
Taxable value added to income
£3,390
PA
Personal Allowance
2025/26 standard
- £12,570
Total Taxable Income
£60,820
Tax Exposure
Your overall tax burden
Combined Effective Tax Rate
22.4%
eff. rate
Income Tax
£11,564
Employee NI
£0
Dividend Tax
£1,350
Employer Class 1A NI
£509
1A
Employer Class 1A NI
On BIK value @ 15% — paid by the limited company, not deducted from your pay
£509
Total Tax & NI Cost
£16,423
Tax Split
No tax liabilities
ℹ️

Employer Class 1A NI: £0 × 15% = £0 — payable by the company by 19 July 2026. This is a cost to the employer and is not deducted from your pay.

Page 2 of 2 — BIK Detail & Key Dates
homf
Accounting
Tax Summary Report
James Robertson
Robertson Tech Ltd  |  Tax Year 2025/26
Prepared by HOMF Accounting
March 2026
homfaccounting.co.uk
Key Deadlines
Important dates for 2025/26
6 Apr 2025
Tax Year Opens
2025/26 rates and thresholds apply from this date.
31 Jan 2026
Self Assessment
Deadline for online Self Assessment tax return & payment.
6 Jul 2026
P11D Submission
Employer must submit P11D form reporting all taxable benefits to HMRC.
19 Jul 2026
Class 1A NI Payment
Employer pays £509 Class 1A NI to HMRC on BIK value.

Questions about your tax position?

Get in touch with HOMF Accounting — specialist accountants available 7 days a week.