Your first self assessment,
done properly
New to self-employment, a side income or rental property? We register you, prepare the return and file it, with every allowance claimed.
Your first tax year, date by date
The self assessment calendar never moves. Here is the whole journey.
The tax year starts
Everything you earn from today belongs to this return. Good records now make January painless.
Registration deadline
You must register with HMRC by 5 October after the end of your first tax year. We do this for you and secure your UTR number.
We prepare your return
You complete a simple checklist, we prepare the return, claim every allowance, and explain your bill in plain English. No January panic.
Filing and payment
Return filed and tax paid, weeks after you stopped thinking about it. If payments on account apply, you knew months ago.
Second payment on account
The one that surprises first-timers. We forecast it at filing time, or you can estimate it yourself with our payments on account forecaster, so it never ambushes you.
First-timer numbers worth knowing
First returns are where money gets left behind
Doing your first return alone usually means one of two mistakes: missing allowable expenses you did not know existed, or claiming things you should not and inviting an enquiry.
- HMRC registration and UTR number sorted for you
- Every allowable expense and relief reviewed and claimed
- Your tax bill explained before anything is filed
- Payments on account demystified so the second bill is no shock
How it works
First-timer questions, answered
More questions? See our full FAQ for answers on self assessment and tax.
Do I even need to file a self assessment?
You generally must file if you are self-employed earning over £1,000, receive rental income, have significant untaxed income, or HMRC has asked you to. If you are unsure, ask us: it is a two-minute answer. Our self assessment service covers all of these situations.
What records do I need to keep?
Income records, business expenses, and any relevant statements: bank, platform or letting agent. Do not worry about the format. Our checklist tells you exactly what to gather.
Will HMRC ask me to prepay next year's tax as a first-time filer?
Once your bill passes £1,000, HMRC asks you to prepay half of next year’s estimated tax twice a year. It surprises almost every first-timer. We forecast it so you can plan.
I missed the registration deadline. Now what?
Register and file as soon as possible. Penalties for late registration are rare if the tax gets paid on time. We can register you and, if needed, appeal anything unfair.
No January panic this year
Book a free call and have your first return handled by people who do this every day.