Do I need a Self-Assessment tax return?

The most common reason to file a Self-Assessment tax return if:

• You are self-employed with an income of over £1000 per year
• You are a Company Director
• You have Dividends from your own company
• You have property income over £1000 per year
• You have foreign income
• You have income over £100,000
• You received Child Benefit and your income is over £60,000
• You have received a notice to file a Tax Return from HMRC

What period is covered in the Tax return?

The tax year runs between 06/04/2023 and 05/04/2024. You have to declare the income you have earned between those days by 31/01/2025.

What do I need to provide?

To prepare your Tax Return we will need the following:

• All income details (even the taxed income, such as your salary), because the Self Assessment tax Return is a full income tax report. All income is added together when your final tax bill is calculated. Also, any tax you have already paid during the tax year will reduce your final tax bill.
• Supporting documents, such as P60/P45 form employment, CIS Deduction Statement if you work in the Construction Industry and the income-expense reports.
• Under the Money Laundering Regulations 2017, we need to identify you and your address
• We can also help to prepare the income-expense report for an additional fee if you can not provide that. In this case, we will need all your invoices, receipts and business bank statements and we can give you an individual quote on that.

Why should you choose us?

• We have 13 years of experience working with sole traders and small Limited Companies
• We have filed more than 8,900 tax returns already
• We can work entirely online yet give you a friendly approach as a family-run business
• We do our best to get all your questions answered as quickly as possible
• We have a 5-star review on Trustpilot

File your Tax Return through us.