Early Self Assessment Filing (Plan Your Tax Bill)

What early Self Assessment filing covers

Filing early is not just about submitting the return. It is about getting certainty and time to act. The service typically includes:

• A checklist of the records needed for your personal tax return
• Review of income sources (self-employed, employment, dividends, rental income and more)
• Review of allowable expenses and reliefs to ensure you claim what you are entitled to
• Calculation of your tax liability and payments on account
• A clear summary of what to pay and when
• Submission to HMRC once you approve the final return

Who this is most useful for

This service suits sole traders, freelancers, contractors and company directors who want to stay in control of cash flow. It is especially useful if:

• Your income varies and you want a realistic tax figure early
• You are likely to face payments on account and want to plan ahead
• You want time to correct records, chase missing documents or tidy up expenses
• You would rather avoid the January rush and reduce the risk of errors

How the service is delivered

You will be guided through a structured, digital-first process. You provide your records and answers to a small set of questions, then your return is prepared and checked.

You receive a draft summary to review, with any queries highlighted early. Once everything is confirmed, the return is filed with HMRC and you receive your final tax calculation and payment timeline.

What happens after your return is filed

After filing, you will know your tax deadlines and can plan funding the bill. If payments on account look high, you can discuss whether reducing them is appropriate based on your expected income.

If you want ongoing support, you can also put a simple system in place to keep records up to date so next year’s return is quicker and less stressful.