The complete system · UK accounting firms · Tax season 2027
Run Self Assessment season without the January scramble.
Five branch points, one repeatable process, the whole team on the same page — from first client contact to filed return.
One-time purchase · editable DOCX & PDF · British practice · UK Self Assessment
One-time purchase
No subscription. Yours to keep and adapt.
- ✓20+ page complete playbook (PDF & Word)
- ✓Five-branch decision tree
- ✓Chase sequence & scripts
- ✓Roles & capacity model
- ✓Exception handling
- ✓PathPilot import file
14-day no-questions refund guarantee
Start free with the free triage checklist
What's inside
Everything to run a tax season, end to end
A 20+ page system, not a template. Each part does one job and connects to the next.
01
The five-branch decision tree
Client type, complexity tier, information status, timing risk, review outcome — fully mapped, with no dead ends.
02
Weekly season rhythm
What to focus on from November bulk requests through the final week — so no client falls out of sight at the wrong moment.
03
Chase sequence & scripts
Day 7 / 14 / 21 escalation cadence, ready to adapt to your firm's voice and policy.
04
Roles & capacity model
Who owns what at each branch, and how reallocation works when a preparer's queue is full.
05
Exception handling
Mid-season type changes, late-discovered complexity, extension conversations — covered, not left as edge cases.
06
PathPilot import
The whole tree, pre-built and validated, ready to drop into your PathPilot canvas and run as a live, shared workflow.
Why not a checklist?
A checklist tells you what to do. A system tells you what to do when something's changed.
A flat checklist
- –Lists the tasks in order
- –Goes silent when a client changes category mid-season
- –Lives in one manager's spreadsheet and memory
- –Can't represent a non-responder escalating to partner
- –No capacity view across all open clients
The Tax Season Operations Playbook
- ✓Branches on type, complexity, status, timing and review outcome
- ✓Updates when a client's category changes
- ✓Runnable by any qualified team member
- ✓Chase cadence and escalation logic built in
- ✓Capacity-triage queue flags the highest-risk clients daily
Built for PathPilot
The document maps the season. PathPilot runs it.
Your purchase includes a one-click import that recreates the full decision tree on the PathPilot canvas — every branch, every client status, every escalation path. Each client's season becomes a tracked instance, every step owned, every chase recorded. Start free, no card needed.
Pricing
One-time. Everything included.
Start free with the triage checklist if you like. When you want the complete system, it's a single purchase — no tiers, no upsells.
Free triage checklist
Sort every client into the right queue on day one.
- ✓Client type triage — five types mapped
- ✓Complexity screening — five yes/no questions
- ✓Editable & print-ready
Tax Season Operations Playbook
The complete decision-tree system for your whole season.
- ✓Five-branch decision tree (full)
- ✓Weekly season rhythm & capacity model
- ✓Chase sequence, scripts & exception handling
- ✓PathPilot import file
- ✓DOCX & PDF
- ✓Free updates
Secure checkout · instant download · works with or without PathPilot
Questions
Good to know
No. It's an operations system for running the season — built to UK general best practice, with every firm-specific policy point (chase cadence, escalation triggers, deadline dates) flagged for you to confirm against your own firm.
Stop running tax season on one person's memory.
Get the complete system today, run your next season from it, and make it living software when you're ready.