Self Assessment for Company Directors

What this service covers

Your return is prepared with director-specific income and reliefs in mind, then filed with HMRC with clear next steps.

• Review of income sources: salary, dividends, benefits, interest, rental income and other taxable income
• Checks for common director tax areas: pension contributions, Gift Aid, expenses and allowances
• Capital gains reporting where relevant (for example, shares, cryptoassets or property)
• Student loan, Child Benefit tax charge and payments on account considerations
• Calculation of tax due and key payment dates
• Submission to HMRC and confirmation that your return has been filed

Who this is for

This is a good fit if you are an owner-manager and:

• Take a mix of salary and dividends
• Have other personal income alongside your director role
• Need confidence your return is consistent with your company records
• Want a clear, plain-English summary rather than just a tax computation

How it works

1. Information request and checklist: you receive a clear list of what to provide (for example P60/P11D, dividend records, pension and bank interest figures).
2. Preparation and checks: your return is drafted and reviewed for accuracy and completeness.
3. Review and approval: you see the numbers, ask questions, and approve before submission.
4. Filing and payment plan: the return is submitted and you receive the tax due plus the relevant HMRC payment deadlines.

What happens after filing

You get a straightforward summary of what was submitted and what to pay. If your tax position suggests planning opportunities for the year ahead (for example, dividend timing or pension contributions), these can be flagged so there are fewer surprises next January.