Self Assessment
Employed and/or Self-Employed
We know that completing your annual self assessment can be a challenging task. On top of this, if you don’t get it right, it can lead to unnecessary stress and financial repercussions. That’s why we are on hand to make this a seamless process and take on the responsibility of getting things right, first time, every time. We provide exceptional self assessment services, ensuring you are as tax efficient as compliantly possible year on year.
If you require help with completing your annual return, get in touch now with one of our experts who will walk you through our process to get this done for you. What’s more? We do not charge extortionate fees and are proud to offer our fixed fee promise regardless of what work needs to be done to keep you safe and get your tax return completed on time. If you are in search for the right self assessment tax accountants, look no further than us.
Our Process.
01.
Digital Onboarding
New Client Form
Simple digital onboarding process, you complete the New Client Form, we complete all mandatory checks to bring you on as a client. No need for face to face meetings, fully remote same day service.
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IMPORTANT: You will need a UTR (Unique Taxpayer Reference) number to complete the form.
Don't have one? Click here.
02.
HMRC Agent Approval
Assign us as Agent
We apply direct to HMRC to act as your Agent. A code is provided to you which authorises us to view your records and speak directly with HMRC on your behalf moving forward (when required).
03.
Income Record Authorisation
HMRC Access to your PAYE records (if required)
If you receive any income from Employment (PAYE), we will compelte a simple digital process to provide access to your employement figures direct with HMRC. No need to send us P60's etc, we can see everything direct including Income, Tax paid, P11D, Tax Coding etc.
04.
Draft Return Completion/Approval
Digital approval process
Once you have provided us all relevant figures for your income and expenditure, we will then complete your draft return and send over to you for digital approval (digital signing).
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We claim ALL available allowances for ALL clients as a pre-requisite to help bring your tax bill down.
05.
Submission
Submit through to HMRC
Once you have signed to approve your calculation(s), we then submit straight through to HMRC and send you full copies and HMRC receipts accordingly.
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NO PAYMENT UPFRONT
We invoice at point of submission.
Who we help.
Employed (PAYE)
General Annual Return
Useful if you are required to declare Rental Income, Savings Interest, Investment Dividends, Foreign Income, Pension Income or a mixture of different incomes as a UK taxpayer.
Pension Tax Relief
Most employees do not realise they are entitled to a tax rebate when paying into a workplace pension plan. If you are contributing into a 'Relief at source' pension pot or a SIPP, then you are most certainly eligible for pension tax relief. What's more, we can even go back 4 years to reclaim what's yours. Don't miss out!
Employed £100k+ Income
Expert tax efficient self assessment advice and assistance for individuals who are Employed and earn over £100k per annum. We can help to avoid the loss of Personal Allowance.
Free Childcare Hours
If you or your partner earn over £100k per annum, you lose your entitlement to the free childcare hours offered by the government. You can however regain your entitlement by contributing into a pension, let us show you how, all included in our standard annual fee.
Self-Employed (Sole Trader)
Freelance Work
If you carry out any Freelance work, whether it be as your main income or alongside another job, we can support with your mandatory self assessment obligations.
General Builders
We understand that working in the building game can be gruelling at times. Let us help you plan the best way to ensure you keep mandatory records and submit your tax return as tax efficient as possible. If you have CIS deductions, we are specialists at obtaining your refund.
Consultancy
Perhaps you carry out Consultancy work on a self employed basis. We can ensure maximum tax efficiency and complete your self assessment compliantly.
Tradesmen
If you work as a tradesman, whether it be an Electrician running your own business or sub contracting, we can own the responsibility of ensuring you complete the necessary self assessments year on year. What's more, we are CIS Tax Rebate specialists.
Other Income
Rental Income
If you have Rental Income, whether it be from a single room in your property, an entire property or multiple properties, we can help. Our fee can be offset as an expense and we guarantee to ensure your tax liability is as low as compliantly possible.
Pension Income
If you receive a Pension or perhaps a Pension plus other Income, you will be required to complete an annual return. We can help make this a simple, stress free process for you, all from the comfort of your own home.
Savings Interest/ Investment Income
If you are receiving a generous amount of Interest and/or Dividend Income, you may be required to report this as part of an annual tax return. Let us help ensure this is completely correctly to avoid unnecessary penalties.
Foreign/Mixed Income
Individuals who receive multiple income streams or Income from overseas will need to complete an annual self assessment. We can ensure maximum tax efficiency here and help to ensure you remain compliant throughout the process.
Compliance Cases
“Did you know, our Accountancy Fee can be placed on your tax return as an 'expense'? Let HMRC pay our fee.”
Jonathan Davis - MYSIMPLYTAX