Self Assessment
tax returns.
Made clearer.

It depends on your income and circumstances. Tell us about self-employment, rental income, dividends, gains or other income, and any notice from HMRC. We’ll help you understand whether a return is needed and agree the next step.

Yes. We’ll explain the information needed, check your registration position and guide you through authorising us. If registration or other setup work is required, we’ll confirm the scope before proceeding.

The usual online deadline is 31 January after the tax year ends. For the year ended 5 April 2026, that is 31 January 2027. The balancing payment is normally due then too. Registration and other deadlines may apply, so speak to us early.

We’ll bring the relevant sources together in your return, including tax already deducted. Tell us about all your income and provide the supporting records, even where some tax has already been paid.

These are payments towards your next Self Assessment bill that can apply in addition to the balance for the year just completed. We’ll explain whether they apply to you, how they affect the amount due and the relevant payment dates.

It can. Some sole traders and landlords must use Making Tax Digital for Income Tax, depending on qualifying income and exemptions. This involves digital records, quarterly updates and a tax return through compatible software. We’ll check your position and agree any ongoing support separately from annual return preparation.

Contact us promptly and tell us what is available, which tax year is involved and any deadline or HMRC correspondence. We’ll review the position, explain what else is needed and confirm whether we can take on the work within the time available.

We’ll confirm the fee after reviewing your income sources, records and the work needed. Any additional services, such as catch-up bookkeeping, amendments or ongoing digital reporting, will be explained and agreed separately.