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Self Assessment

Complete peace of mind with expert Self Assessment preparation, review and filing.

In short

We prepare, check and file your Self Assessment tax return with HMRC from £150 + VAT. We work out exactly what you owe, make sure the allowances and expenses you are entitled to are claimed, and keep you ahead of every deadline so you avoid penalties.

Who needs to file a Self Assessment return?

You usually need to file a return if you have income that hasn’t been taxed at source. That includes if you are:

  • Self-employed as a sole trader, or a partner in a business partnership
  • A landlord receiving rental income
  • A company director with income not taxed through PAYE
  • Receiving untaxed income such as foreign income, larger amounts of savings interest or dividends
  • Selling assets that may give rise to Capital Gains Tax

If you’re not sure, get in touch. We’ll tell you whether you need to register, and help you do it before the 5 October deadline.

What’s included

  • A review of your income, expenses and supporting records
  • Preparation of your SA100 return and any supplementary pages (self-employment, property, capital gains, foreign income)
  • A clear tax calculation showing what you owe and when, including payments on account
  • Online filing with HMRC once you have approved the return
  • Deadline reminders and help with HMRC questions about the return

Making Tax Digital for Income Tax

From 6 April 2026, sole traders and landlords with qualifying income over £50,000 must follow Making Tax Digital (MTD) for Income Tax. That means keeping digital records and sending HMRC quarterly updates through compatible software. The threshold drops to £30,000 from April 2027 and £20,000 from April 2028.

We can check whether MTD applies to you, help you choose software and handle the quarterly updates alongside your final return.

What we need from you

  • Your Unique Taxpayer Reference (UTR) and National Insurance number
  • P60, P45 or P11D forms for any employment
  • Business or rental income and expense records for the tax year
  • Details of savings interest, dividends, pensions and any assets you’ve sold
  • Pension contributions and Gift Aid donations, which can reduce your tax

Last updated

Answers

Self Assessment: common questions

When is the Self Assessment deadline?

Online returns are due by 31 January after the end of the tax year. That is 31 January 2027 for the 2025/26 tax year. Paper returns are due earlier, by 31 October. Any tax owed is also due by 31 January.

What happens if I file my tax return late?

For most people HMRC charges a £100 penalty as soon as a return is late, even if no tax is owed. Further penalties apply after three, six and twelve months, and interest is charged on tax paid late. Filing early with us avoids this.

How much does a Self Assessment return cost?

Our Self Assessment service starts from £150 + VAT. We confirm the exact fee before we start, based on how complex your income and records are.

Does Making Tax Digital apply to me?

From 6 April 2026, MTD for Income Tax applies to sole traders and landlords with qualifying income over £50,000. The threshold drops to £30,000 from April 2027 and £20,000 from April 2028. We can check your position and set you up.

Talk to us about self assessment

Send a quick message and we’ll reply with next steps and a clear quote.