Self Assessment Tax Returns in Walton-on-Thames

You need to file if you are self-employed, a sole trader, a landlord with rental income, a company director, or if you have untaxed income from savings, investments, or foreign sources. If you earn over £1,000 from self-employment or have a high income, you must register for Self Assessment. SATR can help you determine if you need to file and handle the entire process.

Our service includes full preparation and filing of your SA100 return, calculation of your tax liability, identification of allowable expenses and reliefs, and submission to HMRC. We also provide ongoing support and advice, and we register as your HMRC agent to handle correspondence on your behalf. You can expect a transparent fixed fee with no hidden costs.

First, you provide us with your income and expense details, and we'll send you a simple checklist. Our accountants then prepare your SA100 return, ensuring accuracy and compliance. We'll send you a summary for approval before submitting it digitally to HMRC, well before the 31st January deadline. You'll receive a confirmation once it's done.

You'll need to provide P60s, P45s, bank statements, records of self-employment income and expenses, details of any rental income, dividend vouchers, and information about any other income. If you're unsure, we'll provide a comprehensive checklist to make gathering documents easy.

To act on your behalf, we must be registered as your authorised tax agent with HMRC. This involves you authorising us online or by completing a 64-8 form. Once registered, we can handle all HMRC correspondence, submit your return, and deal with any inquiries on your behalf.

If you've missed the deadline, you may incur late-filing penalties. However, SATR can still help you file as quickly as possible to minimise further penalties. We'll assess your situation, prepare your return promptly, and advise you on how to handle any penalties you may have already incurred.

We offer transparent fixed-fee packages with no hidden costs. The exact fee depends on the complexity of your return, such as the number of income sources and whether you have capital gains or foreign income. We'll provide a clear quote upfront so you know exactly what you'll pay before we start.

Yes, we handle Self Assessment Tax Returns for individuals, sole traders, landlords, and company directors. We also assist with partnership returns and can provide advice on business-related tax matters. Our accountants have expertise across various income types, ensuring your return is accurate and optimised.