Self-Assessment

Preparation and submission of Self-Assessment tax returns.
Self-Assessment services for individuals, sole traders, landlords, company directors, and partnerships.
Employment, self-employment, and pension income declarations.
Property income reporting.
Dividend and interest income reporting.
Capital Gains Tax computations and reporting.
Allowable expense calculations.
Capital allowances claims where applicable.
Partnership tax return preparation and filing.
Tax return amendments where required.
Advice on tax payment deadlines.
HMRC correspondence relating to Self-Assessment.
Making Tax Digital for Income Tax (MTD ITSA) quarterly submissions.
Digital record-keeping support for MTD ITSA.

FAQs

Who needs to complete a Self Assessment tax return?

You may need to complete a tax return if you're self-employed, receive rental income, have untaxed income, are a company director (in some cases), or HMRC has asked you to file one.

When is the Self-Assessment deadline?

The online filing deadline is 31 January following the end of the tax year. Any tax due is also generally payable by this date.

What happens if I miss the filing deadline?

HMRC may charge penalties and interest for late tax returns and payments.

What information do I need to provide for my tax return?

You'll typically need details of your income, business expenses, property income, dividends, interest, and any other taxable income for the tax year.

I'm self-employed. What expenses can I claim?

You can claim allowable business expenses that are wholly and exclusively incurred for your business. We'll identify the expenses you're entitled to claim.

I'm a landlord. Can you include my rental income?

We prepare tax returns that include rental income and allowable property expenses.

Can I reduce my tax bill legally?

You may be able to reduce your tax bill by claiming all allowable business expenses, tax reliefs, and allowances that you're entitled to under HMRC rules.

Do I need to file a tax return if I've already paid tax through PAYE?

It depends on your circumstances. If you have additional income, such as self-employment, rental income, or dividends, you may still need to file a Self-Assessment return.

What if I made a mistake on a previous tax return?

If you've made a mistake, it's important to correct it as soon as possible. Depending on the circumstances, you may be able to amend your return or notify HMRC to avoid additional penalties.