Self Assessment
Tax Returns

What's included

Self assessment affects millions of people in the UK — from limited company directors and the self-employed to landlords, higher-rate taxpayers and those with investment income. Getting your return right means paying the correct amount of tax, and not a penny more.

We prepare your return carefully, reviewing all sources of income and every allowable expense and relief before filing with HMRC on your behalf.

• Full self assessment tax return (SA100) preparation and filing
• Employment income, benefits and expenses (SA102)
• Self-employment income and expenses (SA103)
• UK property income (SA105) — furnished and unfurnished lettings
• Capital gains tax calculations and reporting (SA108)
• Dividend and investment income
• Foreign income where applicable
• Pension contributions and higher-rate tax relief claims
• Marriage allowance and blind person's allowance
• Gift Aid declarations
• Payment on account calculations and management
• Tax calculation and HMRC submission confirmation

Who needs to file a self assessment return?

You must file a self assessment return if, in the last tax year, you were:

• Self-employed as a sole trader with income over £1,000
• A partner in a business partnership
• A company director (unless your company is non-profit)
• Earning over £100,000 in any income
• Receiving rental income
• A higher or additional rate taxpayer with untaxed income
• Receiving income from savings, investments or dividends above allowances
• In receipt of Child Benefit where income exceeds £60,000

Allowances and reliefs we check

Many people overpay tax simply because they don't know what they can claim. We make sure every valid expense and relief is included in your return:

• Working from home allowance
• Business mileage and travel expenses
• Professional subscriptions and memberships
• Business equipment and technology
• Pension contributions (higher-rate tax relief)
• Charitable donations under Gift Aid
• Wear and tear / replacement of domestic items (landlords)
• Capital allowances on business assets

Key deadlines

• 31 October — paper return deadline (if filing by post)
• 31 January — online return filing deadline and tax payment due
• 31 July — second payment on account due

We start working on your return well in advance of the deadline and will notify you of your tax liability as early as possible so you can plan your cash flow accordingly.