A Self Assessment tax return tells HMRC about income you have not already been taxed on, and works out what you owe. It sounds simple, but the rules around expenses, payments on account and deadlines catch a lot of people out. We take the whole thing off your plate, make sure you claim everything you are entitled to, and file it well before 31 January, so it is never a worry.
Who it is for
- Self employed sole traders, freelancers and contractors
- Landlords with rental income, including second properties and holiday lets
- Company directors and higher earners with dividends or extra income
- People with total income over £150,000, or anyone caught by the High Income Child Benefit Charge
- Anyone who has had a letter from HMRC asking them to file
How it works with us
What is included
- Full preparation of your return
- A careful review of allowable expenses
- Your figures explained before filing
- Filed with HMRC, early
- Clear reminders of what to pay
- A dedicated accountant to ask any time
Documents you will need
Most people already have these to hand, and we confirm exactly what applies to you.
- Records of your income, such as invoices, sales or rental income
- Your business or allowable expenses, and any receipts
- Any P60, P45 or P11D from employment
- Bank interest, dividends and other untaxed income
- Pension contributions and Gift Aid donations
- Last year’s tax return, if you have one
Common mistakes we help you avoid
Key deadlines
- 5 October, register for Self Assessment if it is your first year
- 31 October, paper returns due
- 31 January, online return and any tax owed due, plus the first payment on account
- 31 July, second payment on account, if you make them
A worked example
A self employed designer with £48,000 profit and £9,200 of allowable expenses has a taxable profit of around £38,800. After the personal allowance, that is roughly £7,640 in income tax and Class 4 National Insurance on the current rates. We claim every allowable cost first, then tell you exactly what to set aside. Try your own figures on the Self Assessment calculator.
Pricing
Self Assessment returns are charged as a clear fixed fee, agreed before we begin. The exact price depends on the complexity of your return, for example multiple income sources or rental properties. There are no surprise bills. See the fixed fee quote for more.
Frequently asked questions
Who has to file a Self Assessment return?
How much does it cost?
I have left it late, can you still help?
What if I have income from more than one source?
Do you deal with HMRC for me?
Get your tax return off your plate
A tailored fixed quote in minutes, or a friendly call with no obligation.