Sole traders
Report business income and allowable costs with properly organised supporting records.
Tax, Audit & Accounting
Self Assessment Tax Returns
Bring income, expenses, gains and relief information together early enough to calculate the position, resolve questions and file with confidence.
- Personal tax checklist
- Tax calculation explained
- HMRC submission support
Important information
Tax and accounting content is general information, not advice for your circumstances. Every engagement will identify the responsible legal entity and its professional or regulatory status. Statutory audit work is only undertaken by an appropriately registered audit firm.
Included in the service
What’s included
Accurate tax return preparation for individuals, sole traders, landlords, directors and people with more complex income.
- Personal tax checklist
- Income and expense review
- Self Assessment return
- Tax liability calculation
- Payments-on-account explanation
- Submission confirmation and next-date summary
Before we speak
When enquiring about a Self Assessment tax return, identify the tax year and your sources of income, such as employment, self-employment or property. Mention any outstanding correspondence or approaching deadline. We will confirm the supporting records needed through an agreed document-sharing process.
Who we help
Is this right for you?
These are some of the situations this service covers. Your proposal will reflect the work and support you actually need.
Landlords
Bring property income, finance costs, expenses and ownership details into the return.
Directors and investors
Coordinate employment, dividends, savings, gains and other reportable information.
Pricing
A clear fee after a short complexity check
The number of income sources, businesses, properties, disposals and missing records determines the work required.
01
Discovery
We establish your current position, desired outcome and constraints.
02
Defined scope
You receive clear deliverables, responsibilities, assumptions and timescales.
03
Request a scoped quote Written proposal
Fees are agreed before work begins, with optional phases shown separately.
Any catch-up bookkeeping, Capital Gains Tax property return or specialist tax advice is identified separately before engagement.
The detail
Where we focus
Income review
Bring together employment, self-employment, property, pension, savings, dividend and other relevant income.
Allowable costs
Review business or property expenses and identify claims that need evidence or closer consideration.
Tax calculation
Prepare the return and explain the liability, payments on account and important payment dates.
HMRC submission
Complete the filing process after approval and retain a clear supporting record.
The process
How the work happens
- 01
Collect
Use a tailored checklist to gather income documents, expense records and relevant personal information.
- 02
Review
Resolve gaps, unusual transactions and areas where treatment depends on individual circumstances.
- 03
Approve
Receive the completed return and a plain-English explanation of the tax calculation.
- 04
Submit
File the approved return and confirm payment references and future deadlines.
Before we startYour questions,
Your questions,
answered.
What are the main Self Assessment deadlines?
For the 2025–26 tax year, a new taxpayer will normally need to notify HMRC by 5 October 2026. The paper filing deadline is 31 October 2026, while online filing and payment are normally due by 31 January 2027. Your own notice or circumstances may set a different date.
Do I need a return if tax is deducted through PAYE?
Possibly. Other income, gains, relief claims or an HMRC notice to file can create a requirement. We check the facts before advising on registration or filing.
Can you help with an overdue return?
Yes. We can establish what is outstanding, reconstruct records where possible and prioritise the filings needed to limit further delay.
Related services
Plan the next piece of work.
Let’s start with your priorities
What needs to work better?
Tell us about your business, the problem you’re working through and any dates that matter. We’ll discuss the scope and the next step with you.