Confirm the scope
We establish the tax year, income sources, filing position and deadline.
Self Assessment filing
Get your tax return prepared, checked and ready to file
We turn your records into a clear Self Assessment return, explain the calculation and obtain your approval before submission.
Scope agreed firstYou approve before filingCalculation explained
A controlled process from records to submission
Accountant review is advice on a specific question. This service covers preparation of the agreed return and filing work.
Included in the agreed filing scope
- Review of the information and records you provide
- Preparation of the agreed Self Assessment return and supplementary pages
- Tax calculation, including payments on account where applicable
- Return shared with you for review and approval before submission
- Online submission to HMRC and confirmation retained with your file
Confirmed separately where needed
Complex valuations, historic corrections, voluntary disclosures, enquiry work, bookkeeping reconstruction and specialist international advice may require a separate scope.
We will identify this before additional work begins rather than silently including or excluding it.
Four clear stages
Provide records
You supply the documents and explanations relevant to the agreed return.
Review the draft
We prepare the return and calculation, then resolve questions with you.
Approve and file
You approve the completed return before it is submitted to HMRC.
What to prepare
Records commonly needed
The exact list depends on your circumstances. HMRC requires records that support a complete and accurate return.
Read HMRC record-keeping guidance- Employment and pension documents, such as P60s and P11Ds
- Self-employment or partnership income and expense records
- Property income, costs and residential-finance information
- Savings, dividends, pensions and other taxable income
- Capital disposal details and supporting purchase or sale records
- Relief information, including pensions, Gift Aid and relevant losses
Deadlines and urgent cases
Do not wait for every detail to be perfect before asking for help
For most returns, online filing and payment are due by 31 January following the end of the tax year. Paper-return deadlines and non-standard notice dates can differ. If a deadline has passed or HMRC has written to you, select that option in the request form.
Check current HMRC deadlinesCommon questions
Do I definitely need a return?
Not every source of untaxed income creates the same filing obligation. HMRC provides an online checker, or you can describe your circumstances in the request.
Use HMRC's checkerWill you file without my approval?
No. The process includes sharing the return and calculation for your review and approval before submission.
What if information is missing?
We will identify what is missing. Estimated or provisional figures require appropriate treatment and explanation; they are not inserted silently.
Is a tax question the same as filing?
No. The free tool explains supported 2024/25 topics. Accountant review considers a defined question. Filing prepares and submits the agreed return.
Ready to start?
Tell us which return and deadline you are dealing with
We will review the essentials and agree the scope and fees before filing work begins.