Self Assessment Tax Returns in Netley Abbey

You need to file if you are self-employed, a sole trader, a landlord with rental income, or if you have untaxed income such as dividends, savings interest, or foreign income. Additionally, if you earn over £100,000 or need to pay the High Income Child Benefit Charge, you must register for Self Assessment.

Our service includes registering you with HMRC as an agent, preparing your SA100 form, calculating your tax liability, claiming all allowable expenses and reliefs, and submitting your return digitally before the deadline. We also handle any correspondence from HMRC on your behalf.

First, you provide us with your income and expense details, which we use to complete your SA100 accurately. We then review the figures with you, apply all relevant reliefs, and file the return electronically to HMRC. You receive a copy for your records, and we confirm submission.

You'll need your UTR number, P60 or P45 if employed, bank statements, records of any self-employment income and expenses, rental income statements, dividend vouchers, and details of any other untaxed income. We'll guide you through exactly what's needed.

We register as your agent with HMRC, which authorises us to act on your behalf. This involves completing a 64-8 form or registering online. Once registered, we can correspond with HMRC, receive copies of your tax documents, and manage your Self Assessment matters.

If you miss the deadline, HMRC charges an automatic late-filing penalty, and interest accrues on any unpaid tax. Our proactive service ensures we file your return well before the deadline, so you never face these penalties. If you've already missed the deadline, we can still file immediately and help you manage any penalties.

We offer transparent fixed-fee packages with no hidden costs. The fee depends on the complexity of your tax affairs, such as whether you have rental income, capital gains, or foreign income. We'll provide a clear quote before you commit, so you know exactly what to expect.