Allowable Expenses Review (Self-Employed)

What the Allowable Expenses Review covers

The review is designed to help you claim what you are entitled to, while keeping your expenses HMRC-ready. Depending on how you currently track costs, it can include:

• A check of your expense categories against HMRC rules for self-employed business costs
• Identification of commonly missed expenses and timing issues (what to claim and when)
• Guidance on mixed-use items (part business, part personal)
• Checks for consistency between bank transactions, bookkeeping records, and your expense claims
• Advice on what evidence to keep and how to store it
• Clear notes on any areas that look high risk or need better support

Who this is most useful for

This service is a good fit if you are a sole trader or freelancer who:

• Is preparing a Self Assessment return and wants confidence the expenses are right
• Has grown quickly and your costs have become harder to track
• Uses a home office, a personal vehicle, or a mobile phone for business
• Has irregular income and wants to manage tax more predictably
• Has kept records, but is not sure whether you are claiming everything you can

How the review works

You will share your current records, such as bookkeeping reports, bank exports, and receipts or invoices where available. Your expenses are then reviewed, grouped correctly, and sense-checked for allowability and evidence. You will get a practical summary of adjustments and recommendations, written in plain English.

What you get after the review

You will receive a clear list of suggested expense changes and any follow-up actions to strengthen your records. If needed, you will also get guidance on simple processes to keep your expenses tidy throughout the year, so your next tax return is easier and less stressful.