Self Assessment Deadline Management (31 January)

What the service covers

This service keeps your Self Assessment on track from first reminder to successful submission. You get a clear plan, practical guidance, and a managed process that reduces stress and avoids avoidable penalties.

• Deadline planning for 31 January filing and payment
• A tailored checklist of what we need from you (income, expenses, pensions, dividends and more)
• Review of your records for completeness and common problem areas
• Tax calculation and explanation in plain English
• Online submission to HMRC and confirmation of filing
• Payment guidance, including budgeting and payments on account where relevant

Who this is for

This service is most relevant if you:

• File as a sole trader, landlord, or have untaxed income to declare
• Are a company director with dividends or other personal income
• Have multiple income sources and want to avoid missing anything
• Want an earlier view of what you may owe, not a surprise in January
• Prefer a managed process rather than chasing deadlines yourself

How it works and when to start

We start by agreeing a timetable working back from 31 January, then gather the information needed to complete the return.

• Set key dates for sending records and answering queries
• Collect figures and documents via secure digital requests
• Review and raise questions early, while there is time to fix gaps
• Confirm the final tax position, then file the return online

Starting earlier in the tax year usually means fewer rushed decisions, more time to resolve missing paperwork, and a clearer plan for paying what is due.

After filing

Once your return is submitted, you will have a clear summary of what you owe and when to pay. If payments on account apply, we explain the timing and options, and we can flag actions that may reduce next year’s pressure (for example, improving record keeping or setting aside tax monthly).