Income review
Review of employment, self-employment, property, dividends, savings and other relevant taxable income.
Personal tax returns and Self Assessment
Self Assessment, made straightforward
Accurate tax returns, clear calculations and practical support for sole traders, landlords, company directors and individuals with more complex income.
Why it matters
Know what you owe, why you owe it and when it is due.
Self Assessment can involve several income sources, expenses, allowances and reporting requirements. Missing information or leaving the return until the deadline can create unnecessary stress and increase the risk of mistakes.
We gather the relevant information, prepare the return, calculate your tax position and explain the result before submission. You receive clear guidance on the payment dates and any information HMRC may require next.
What is included
Your tax return, checked and filed properly.
The service is tailored to your income sources and circumstances rather than treated as a one-size-fits-all form.
Allowable expenses
Assessment of business or property expenses that may be claimed under the applicable rules.
Allowances and reliefs
Consideration of relevant personal allowances, pension contributions, Gift Aid and other available reliefs.
Tax calculation
A clear calculation of the tax due, payments on account where applicable and the dates you need to know.
HMRC submission
Electronic filing of the completed Self Assessment return after you have reviewed and approved it.
Ongoing support
Help responding to routine HMRC correspondence relating to the return and planning for the next tax year.
The difference
A return should be accurate, but it should also be explained.
We do not simply enter figures and send you a total. We review the information, identify relevant claims and make sure you understand the calculation before the return is submitted.
Doing it aloneUncertainty around expenses, reliefs and the final payment.
With Xpert AccountingA checked return, a clear calculation and support throughout.
Why clients choose us
Less uncertainty around your personal tax.
File on time
Keep the return organised and submitted before the relevant online filing deadline.
Claim correctly
Consider legitimate expenses, allowances and reliefs supported by your records and circumstances.
Understand payments
See how the liability has been calculated and whether payments on account affect what is due.
Plan ahead
Use the completed return to anticipate future liabilities and improve record keeping for the next year.
Frequently asked questions
Common questions about Self Assessment.
Who normally needs to submit a Self Assessment return?
People may need to file for several reasons, including self-employment, partnership income, property income, capital gains, overseas income or income that has not been fully taxed at source. We can review your circumstances if you are unsure.
What is the online filing deadline?
For most taxpayers, an online return is due by 31 January following the end of the relevant tax year. Tax due under Self Assessment is normally payable by the same date, although other payment dates can also apply.
What records should I keep?
The records depend on your income, but commonly include invoices, receipts, bank statements, employment documents, pension and Gift Aid information, property records and details of disposals or overseas income.
Can you correct a return that has already been submitted?
A return can often be amended within the permitted time limit. We can review the original submission, explain the available options and help make an appropriate correction.
Ready when you are
Take the stress out of your next tax return.
Speak to Xpert Accounting about your income, records and Self Assessment filing requirements.
Book your consultation →