Personal Self Assessment
Individual tax returns prepared and submitted well ahead of deadlines, covering income, dividends and any additional sources.
Best for
Directors, sole traders, individuals
Typical frequency
Annually
Filed with
HMRC
Your personal return, fully covered.
From straightforward salary and dividends to more complex income mixes.
01
Self assessment return preparation and filing
02
Income, dividend and benefit-in-kind reporting
03
Support for directors, sole traders and landlords
04
Advance reminders, so nothing arrives as a last-minute rush
A straightforward process, start to finish.
01
Confirm your income sources
We identify everything that needs reporting which includes employment, dividends, property or other income.
02
Prepare the return
Your return is drafted and checked against available reliefs and allowances.
03
Review together
We talk through what’s owed and when, before anything is submitted.
04
File ahead of deadline
Your return is submitted well in advance of the 31 January cut-off.
Anyone with income HMRC needs to see.
Company directors, sole traders, landlords and anyone with income beyond a single PAYE salary typically need to file, we’ll confirm whether you do.
Directors | Sole traders | Landlords | Additional income
Before you get in touch
Back to compliance overview
See all seven compliance services in one place, including personal self assessment.
Capital gains tax
Sold a property or other asset this year? It’s usually reported alongside your self assessment.
