Self Assessment for Self-Employed Individuals

What this service covers

This service is designed to keep Self Assessment simple, accurate and stress-free. Support typically includes:

• Reviewing your income sources and confirming what needs to be declared
• Organising and categorising allowable business expenses
• Checking your records for gaps, duplicates, or personal items mixed in
• Calculating your tax and National Insurance position before filing
• Completing and submitting your Self Assessment tax return to HMRC
• Explaining the result in plain English, including payment dates and what to set aside

Who this is for

This is a good fit if you are a sole trader, freelancer or contractor and you want the reassurance that your return is correct.

It is especially helpful if you:

• Have multiple clients or income streams
• Are unsure what you can claim (use of home, travel, software, tools)
• Have not kept tidy records during the year
• Want an estimate of tax before the 31 January deadline

How the process works

1. Initial fact find: confirm your income sources, expenses, and any changes (new work, property income, side income).
2. Records check: you provide bank statements, invoices, expense receipts or summaries. Any unclear items are queried.
3. Draft position: you receive a clear breakdown of profit, tax, and payments on account (where relevant).
4. Filing and confirmation: the return is submitted to HMRC and you get confirmation, plus payment guidance.

After filing: staying in control

Once filed, you will know what to pay and when, and what to keep aside going forward. If you want to avoid surprises next year, you can also put a simple record-keeping routine in place so your next return is faster and more accurate.