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Self-Assessment Tax Return

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Who we support

Do you need to file a self-assessment tax return but are worried about the implications? Below is a list of just some of the people we help stay compliant with HMRC’s requirements.

  • Self-employed
  • Construction workers (CIS)
  • Landlords
  • High earners (£100K +)
  • Freelancers and contractors

Self-assessment and filing a tax return can be complicated, and navigating the intricacies of tax laws and regulations requires a keen understanding of ever-changing rules.

Our expertise and careful attention to detail ensure you maximise your allowable deductions. This gives you peace of mind, and takes away the worry of overlooking anything or making errors.

Your tax return

We will match you with one of our small, dedicated self-assessment team who will get to know you and work closely with you throughout the tax return process. 

  • Understanding You – Getting to Know Your Business
  • Clear Explanations – No Jargon
  • Expert Handling – Let Us Manage Your Return Stress-Free
  • Flexibility – Meetings Tailored to You
  • Confidentiality Guaranteed – Your Details Kept Private

We understand that your circumstances are unique and we tailor our approach to work for you, carefully analysing your financial records, identifying eligible deductions, explore any potential tax credits, and ensure your return is submitted accurately and on time.

Self-assessment in paper format

delegate and breathe...

How it works - 3 easy steps!

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1

Quick call

We give you a quick call at a time suitable to you to gather the information we need to prepare your return.

Nothing complicated just simple questions like, how long have you been self employed? and where did your income come from?

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2

Calculate your tax

We collate all your income and expenditure information and calculate the tax that you are owed or that is owed to you.

We will also let you know if there are any additional expenses that you could be claiming for that you haven’t included.

3

File your return

Once you have agreed and signed off your return, we file it with HMRC and let you know how much you owe, if any, and when and how to pay it.

It’s as easy as that – All done!

You ask, we answer

We’ll answer your questions promptly. We won’t use jargon and we’re happy to share our knowledge with you.

Below are just some of the reasons you may need to complete a self-assessment tax return.

  • HMRC have sent you a letter asking you to complete a tax return – Notice to file.
  • You are self-employed and your income is more than £1,000 (2024)
  • You are a partner in a business
  • You are a director of a company and have income other than that which is paid through payroll, PAYE (Pay As You Earn)
  • You have income from renting property
  • You want to claim tax relief on employment expenses over £2,500 (2024) per annum
  • You have a tax charge to pay on your child benefit
  • You have untaxed savings income
  • You have capital gains to pay

Self-assessment return submissions and payments made up of tax, National Insurance and student loan repayments are due by midnight on 31st January following the end of the tax year to which they relate to. E.g. Submissions and tax due for the 2022/23 tax year are due for payment by 31st January 2024.

HMRC also ask some taxpayers to make a payment on account towards the bill for the following year. If this is relevant to you payments will be required on 31st January, along with your original bill and again on 31st July in each tax year.

Payments on account can be a little confusing, so if you are having trouble understanding your payments, we can help you with this.

It is vital not to miss the deadlines set by HMRC, and they do issue fines to those who don’t get their returns in on time.

Based on records being supplied to us digitally, either sent via email or uploaded using our FREE app, our charge is £240 plus VAT per submission.

If you’re not technical, don’t worry, you can drop your paperwork at the office or post it to us. We will provide you with a pre-paid envelope to return the information to us. Please note there is a surcharge of £65 plus VAT for information supplied in paper format.

If you would like to know more about our ongoing bookkeeping services click here

Ready to start?