Self Assessment accountants
Self Assessment Tax Returns
Straightforward help with your Self Assessment tax return, from working out what needs to be declared to filing your return with HMRC.
Self Assessment doesn't need to mean spending hours working through tax forms yourself. We'll prepare your tax return, calculate your tax position and explain what you need to pay and when.
Whether you're self-employed, a landlord or have other income or gains that need to be reported, we'll make sure the relevant information is included and your return is submitted to HMRC.
More than completing a tax return
Preparing your tax return isn't just about putting figures into a form.
We'll review the information you provide, consider the relevant expenses, allowances and reliefs available based on your circumstances, and calculate your overall tax position.
Where there's something we think you should know about, we'll explain it clearly. That could be an upcoming tax payment, payments on account, a change affecting your business or something worth considering for the future.
And if there isn't anything that needs changing, we won't complicate things unnecessarily.
Who we help with Self Assessment
Sole traders
From your business figures through to your other personal income, we'll prepare the return and calculate your overall tax position.
Landlords
We'll deal with the relevant property income and expenses alongside the other information required for your tax return.
Company directors and shareholders
Where your income or circumstances mean a Self Assessment return is required, we can deal with the return and any relevant dividend or other income.
Individuals with other income or gains
We can help where additional taxable income or gains need to be reported, including relevant investment income and capital gains.
What we'll take care of
Reviewing your information
We'll review the information you've provided and identify anything else we need to prepare the return.
Obtaining information from HMRC
Once we're authorised to act for you, we can obtain certain information directly from HMRC where it is available.
Preparing your tax return
We'll prepare your Self Assessment return and the relevant supplementary information based on your circumstances.
Expenses, allowances and reliefs
We'll consider relevant allowable expenses, allowances and reliefs when preparing your return.
Calculating your tax position
We'll calculate your tax liability, including payments on account where applicable.
Filing with HMRC
Once you've approved the return, we'll submit it electronically to HMRC.
Explaining what you need to pay
We'll explain how much is due, when it needs to be paid and what any payments on account mean for you.
Key Self Assessment deadlines
- 5 October
- Tell HMRC if you need to complete Self Assessment for the previous tax year and aren't already appropriately registered.
- 31 January
- Online tax return filing deadline and the usual deadline for paying your balancing payment.
- 31 July
- Second payment on account, where applicable.
These are the usual Self Assessment deadlines. Different deadlines can apply in some circumstances.
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Support as your business grows
For sole traders, preparing your tax return also gives us an opportunity to look at how the business is developing, not just what happened during the previous tax year.
If your turnover is approaching the VAT registration threshold, we'll discuss this with you, explain what VAT registration will mean for the business and help you deal with the registration and the changes that follow.
As your profits grow, there may also come a point where operating through a limited company is worth considering. If and when that becomes appropriate, we'll explain the options and help you decide whether a change makes sense for you.
If you decide to incorporate, we can deal with the practical side too, including forming the company and helping you make the move from sole trader to limited company.
Making Tax Digital for Income Tax
Self Assessment is changing for some sole traders and landlords
Making Tax Digital for Income Tax is now in place for some people with self-employment or property income.
If the rules apply to you, you'll need to keep digital records using compatible software and send quarterly updates to HMRC as part of the new reporting requirements.
If you're unsure whether Making Tax Digital applies to you, we can help you understand what you need to do.
Already have an accountant?
Changing accountant doesn't need to be difficult. If you decide to appoint Baldwin's Accountancy Services, we'll explain what we need from you and contact your previous accountant for the information required to take over your tax affairs.
We'll deal with the professional handover so the change is as straightforward as possible for you.
Looking for an accountant? Let’s talk.
Tell us a little about yourself and what you need help with.