Self Assessment tax returns
Filed early, checked twice, with the tax figure in your hands months before January.
A tax return is not just a form. It is the one place where your salary, dividends, rental profits, side income, pension contributions and capital gains meet, and where a small mistake quietly costs money for years.
We prepare returns for company directors, landlords, sole traders, freelancers and anyone HMRC has asked to file. You send records once, we ask sensible questions, and you approve before submission.
What we look at on every return
Employment and directorship income, dividends, rental profits, allowable finance costs, self-employed profits, pension contributions, gift aid, student loan bands, child benefit charge and any capital gains. We check the prior year too, because errors repeat.
- Property income with the correct treatment of mortgage interest relief
- Dividend allowance and the most efficient split between salary and dividends
- Pension contributions and any unused annual allowance brought forward
- High Income Child Benefit Charge where household income crosses the threshold
- Payments on account, and whether they can properly be reduced
Key dates
The tax year ends on 5 April. Online returns are due by 31 January the following year, with the balancing payment due the same day and the first payment on account for the next year alongside it. A second payment on account falls on 31 July.
Miss 31 January and there is an automatic £100 penalty even if no tax is owed, then £10 a day after three months, then percentage-based penalties on top. Interest runs on unpaid tax throughout.
Our process
How this works with us
- Step 01
Records in
A short checklist tailored to your situation, not a generic list of everything.
- Step 02
Preparation and queries
We prepare the return and come back with specific questions.
- Step 03
Approval
You get a plain English summary of the tax due and why, then approve.
- Step 04
Filing and reminders
Filed with HMRC, with payment dates and reference numbers confirmed.
Questions
Frequently asked
Often taken alongside
Talk to an accountant who understands your business
A 20-minute call, no charge and no obligation. We will look at where you are, what HMRC expects next and what a sensible fixed fee looks like.