SELF ASSESSMENT
Self Assessment,
made straightforward.
Whether you’re self-employed, a landlord, a company director or have other income to report, we’ll help you understand what needs to be included and prepare your tax return accurately and on time.
WHAT WE HANDLE
The key areas your tax return may need to cover.
Self Assessment can include more than one type of income or tax issue. We’ll help identify what needs to be reported and prepare the return based on your circumstances.
Self-employment income
Income and allowable expenses from sole trade or freelance work.
Employment and director income
Salary, benefits and director income where relevant.
Capital gains
Disposals of property, investments or other assets where Capital Gains Tax may apply.
Tax reliefs and allowances
Relevant reliefs and allowances that may reduce the tax due.
Property income
Rental income and related allowable expenses.
Dividends and investment income
Dividends, savings interest and other investment income that needs to be reported.
Pension and other income
Pension income and other taxable income that may need to be included.
HMRC calculation and submission
Preparation, review and submission of the return, including the tax position based on the information provided.
WHAT WE'LL NEED
A few things from you. We’ll take it from there.
To prepare your accounts and tax filings accurately, we’ll need the key records and information relating to your company for the year.
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Details of income received during the tax year, such as employment income, pensions, dividends, savings interest or other taxable incom
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Records of your business income and expenses, including invoices and receipts. Receipts are particularly useful where business costs were paid personally, in cash or from another account.
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Rental income records together with details of allowable property expenses, such as letting costs, repairs and other relevant expenditure.
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Details of assets sold or disposed of during the year where relevant, including purchase and sale information and associated costs.
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Details of tax already paid, pension contributions or other information that may affect your tax position.
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Let us know about new income sources, property purchases or sales, changes in employment, starting or stopping a business, or anything else that changed during the year.
HOW IT WORKS
From your records to completed accounts
1 - Send us your information
Provide the records and information relevant to your tax year and circumstances.
2 - We prepare your accounts
We review the information, prepare your Self Assessment and identify anything we need to clarify with you.
3- You Review and Approve
We provide the completed return for your review and explain your tax position and anything that needs your attention.
4- We Submit the filings
Once you’ve approved the return, we submit it to HMRC and confirm the tax due and relevant payment deadline.
READY TO GET STARTED?
Get an indicative quote for your self assessment.
“Tell us a little about your circumstances and the support you need. We’ll prepare an indicative quote based on the information you provide.”