Self Assessment
Self Assessment, clearly handled.
We prepare your Self Assessment tax return from organised records. An accountant checks it, then we file it with HMRC, with no mad rush at the deadline.
Organised records · deadline in the portal · checked by an accountant
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Here’s your accounting overview
Bookkeeping
Up to date ✓
Next filing
VAT · 7 Nov
What’s happening
- Bank feed reviewedCompleted todayDone
- VAT return · Q3Due 7 NovemberIn review
- PayrollNext run 25 OctoberReady
- Packages from £39 a month
- Bookkeeping included
- Paid monthly by Direct Debit
- Dedicated accountant
- Based in Leeds, working UK-wide
What we handle
Your tax return, start to finish.
If your information is organised through the year, the return itself is the easy part.
Information gathering
We send you a clear list of what we need through the portal.
01Return preparation
We prepare your Self Assessment tax return from your organised records.
02Accountant review
An accountant checks the return and asks you about anything that needs explaining.
03Filing
We file with HMRC once you’ve approved it.
04Deadline tracking
Key dates sit in the portal all year, so you can see them coming.
05
How it works
Connect. Automate. Advise.
Link your records once. Software does the routine work, and a qualified accountant checks it.
- 01
Connect
Link your bank, upload your documents and bring your records into one secure place.
- 02
Automate
Software handles the routine processing, and anything unusual is flagged so we can look at it.
- 03
Advise
Your accountant checks the work and tells you what’s coming up next.
Portal view
Know what’s needed before it’s urgent.
See what we still need from you and when your next deadline is.
Books up to date
Current
Last reviewed today
Outstanding items
3
Receipts need your attention
Upcoming deadline
VAT return
Due 07 November
Messages
1 new
A note from your accountant
Portal views show illustrative example data.
Who it’s for
Personal tax, connected to the rest.
Your income might come from self-employment, property or your own company. We follow the same steps either way.
Working rhythm
Organised all year. Calm at the deadline.
- We ask for information early and show you what’s still outstanding.
- Where we already hold your records, we use them to prepare the return.
- We don’t file anything until you’ve checked and approved it.
What it costs
Published prices, no surprises.
Published fees for the work itself, with anything extra agreed in writing before we start.
Sole Trader Core
Your Self Assessment prepared and filed, with support all year.
£39 a month
Sole Trader MTD Managed
Everything in Core plus four MTD quarterly updates.
£69 a month
Landlord Annual
Self Assessment with property pages.
£350 a year
Self Assessment: employment, interest or dividends
One straightforward return.
£250 a year
Self Assessment: one trade
From your own clean records. Extra simple income schedule £75.
£325 a year
Director Self Assessment
Added to a limited company package.
£15 a month
Government fees, such as Companies House fees, are charged at cost. See all pricing
Related services
Everything connected, when you need it.
Add more help whenever you need it, as your business changes.
See how we work with sole traders, landlords and healthcare professionals, or compare our pricing.
Useful next
FAQ
Self Assessment questions, clearly answered.
Clear answers before you decide what support is right for you.
Is an SA302 the same as my tax return?
No. An SA302 is HMRC’s calculation of your tax. It’s a separate document from your Self Assessment tax return.
Does Making Tax Digital change Self Assessment?
If you’re a sole trader or landlord who comes under MTD for Income Tax, you’ll need digital records and you’ll send quarterly updates during the year. Our MTD page explains who’s affected and when.
Can you do my return if I’m a company director?
Yes. We can do your Self Assessment alongside your company accounting.
Ready to hand over your tax return?
Tell us a bit about your income and we’ll suggest the package that fits.