Who needs to file a Self Assessment tax return?
You usually need to file a return if, in the last tax year, you were:
self-employed as a sole trader with income over £1,000 a partner in a business partnership a company director who receives dividends or other untaxed income a landlord receiving rental income receiving income from savings, investments, foreign sources or capital gains that has not been taxed at source earning over the High Income Child Benefit Charge threshold
Not sure? We'll confirm in your free consultation.
What's included
A review of your income, allowances and reliefs.
Help claiming allowable expenses and capital allowances.
Preparation and online filing with HMRC.
A clear summary of tax due and payments on account.
HMRC registration if you are newly self-employed.
Making Tax Digital readiness checks and year-round answers.
Key Self Assessment dates
5 October Deadline to register for Self Assessment if you became newly self-employed in the previous tax year
31 October Paper return deadline
31 January Online return deadline and balancing payment, plus the first payment on account
31 July Second payment on account
We recommend sending us your records by the end of October. That way, you know your tax bill weeks before January and can plan for it.
How it works
1. Book a free call and receive a fixed-fee quote. 2. Upload your records securely, or send photos, bank statements and invoices. 3. We prepare your return and explain it to you. 4. You approve it, and we file it with HMRC and confirm receipt.
Self Assessment FAQs
01How much does a Self Assessment tax return cost?+
Our Self Assessment fees start from £50 a year for a straightforward return. The price depends on your income sources and the state of your records. You'll get a fixed quote before we start.
02What records do I need to provide?+
Details of your income (invoices, P60 or P45, dividend vouchers, rental statements), business expenses, bank interest, pension contributions and Gift Aid donations. We'll send you a simple checklist.
03Can you help if I've missed earlier returns?+
Yes. We'll prepare any outstanding returns, deal with HMRC on your behalf and bring your affairs up to date.
04Does Making Tax Digital affect my tax return?+
If your self-employed and property income is above the threshold, you must keep digital records and send quarterly updates. Our Making Tax Digital service covers this.