Self Assessment tax returns, done properly and on time

You can complete your own return, but an accountant can help you understand what to report, check allowable expenses and avoid mistakes. It is particularly useful if you have several income sources or records that need organising.

For the usual tax year ending on 5 April, the paper return deadline is 31 October and the online return deadline is 31 January following that tax year. The balancing payment is usually due on 31 January too. If payments on account apply, they are normally due on 31 January and 31 July. HMRC can set a different deadline in some circumstances.

Late filing can lead to penalties, and late payment can lead to interest and further penalties. Submit the outstanding return as soon as possible and contact HMRC if you cannot pay. We can help you understand what is outstanding and what to do next.

Your accountant asks for authority through the HMRC process that applies to the service you need. You may need to approve a digital request or provide an authorisation code. Keep your own HMRC sign-in details private, you do not need to share your password.

We need records of the income you must report, relevant expenses and tax already paid or deducted. This may include business accounts, rental records, employment documents and other income statements. We explain what is needed for your circumstances.

Yes. We support sole traders and landlords, including people with both business and property income. A free proposal meeting helps us understand your income sources and agree the support you need.