Self Assessment made more manageable.
Support with preparing and submitting your Self Assessment tax return accurately and on time.
We'll help you organise the relevant information, understand your tax position, and prepare for Making Tax Digital for Income Tax where applicable.
Clear support with your tax return.
Self Assessment is not limited to people who are self-employed. You may need to submit a tax return because of property income, partnership income, capital gains, overseas income, or other circumstances.
The information required will depend on the sources of income, gains, expenses, and reliefs relevant to you.
We'll explain what is needed, prepare the return using the information provided, and help you understand the resulting tax position.
Support from records to submission.
Our Self Assessment service may include:
- Confirming the information required
- Reviewing self-employment income and expenses
- Considering employment and pension information
- Reviewing property income and related costs
- Including partnership income
- Considering savings, dividends, and other investment income
- Including relevant capital gains information
- Reviewing other taxable income
- Considering eligible reliefs and contributions
- Preparing and submitting the tax return
- Explaining the calculation and payment deadlines
- Discussing payments on account where applicable
- Supporting Making Tax Digital for Income Tax responsibilities where relevant
The scope of the service will depend on your sources of income and individual circumstances.
Self Assessment support for different circumstances.
This service may be suitable for:
- Sole traders
- Partners in business partnerships
- Landlords
- Freelancers and contractors
- Individuals with untaxed income
- Individuals with relevant savings or investment income
- People who need to report capital gains
- Individuals asked by HMRC to submit a return
- Qualifying sole traders and landlords affected by MTD for Income Tax
Making Tax Digital for Income Tax
Understand whether the requirements apply to you.
Making Tax Digital for Income Tax applies in stages to qualifying sole traders and landlords according to their gross income from self-employment and property.
Where applicable, affected individuals need to use compatible software to:
MTD for Income Tax does not apply to everyone who completes Self Assessment.
The rules and thresholds can change. We'll help you understand the requirements that may apply to your circumstances and the steps needed to prepare.
- Maintain digital records
- Record qualifying income and expenditure
- Submit quarterly updates
- Complete the required year-end reporting
- Submit their tax return
Preparing Your Information
Good records can mean fewer surprises.
Your information may include:
Keeping records current throughout the year makes it easier to prepare an accurate return and understand your likely tax liability earlier.
- Sales and self-employment records
- Business expenses
- Employment documents
- Pension information
- Property income and costs
- Savings and dividend statements
- Capital gains information
- Pension contributions
- Charitable donations
- Student or postgraduate loan information
- Details of other taxable income
O.R Perspective
Tax should not be something you consider only once a year.
Last-minute tax returns are often stressful because records are incomplete or the amount payable is not known until shortly before the deadline.
Maintaining organised records and reviewing your position earlier can provide more time to answer questions, prepare for payments, and meet any digital-reporting requirements.
A clear Self Assessment process.
- 1
Tell Us About Your Circumstances
We'll discuss why you may need a return and identify the relevant sources of income and information.
- 2
Provide Your Records
We'll explain what is needed and review the information supplied.
- 3
Review and Submit
We'll prepare the return, explain the main figures and tax position, and submit it once approved.
Related Services
You may also find these services helpful.
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Keep self-employment or property records organised throughout the year.
Explore BookkeepingAnnual Accounts
Prepare year-end business figures to support your tax return.
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Understand your accounting responsibilities when becoming self-employed.
Explore Business Start-UpsVAT Returns
Maintain VAT records and meet the relevant reporting requirements.
Explore VAT ReturnsMake Self Assessment easier to manage.
Whether you need help with an upcoming return or ongoing digital records, we'd be happy to discuss your circumstances.