Self Assessment Tax Return Support for Individuals, Sole Traders, and Landlords
Self Assessment can feel complicated. T&N Accountancy provides clear, organised support to help you prepare and understand your Self Assessment tax return accurately and on time.
Speak to Us About Your Tax ReturnWhat Is Self Assessment?
Self Assessment is the system HMRC uses to collect Income Tax and National Insurance from people whose tax is not automatically collected through PAYE. If you fall within the Self Assessment system, you must register with HMRC, complete a tax return each year, and pay any tax owed by the relevant deadlines.
Self Assessment is not just for the self-employed. Many different people need to complete a return, and understanding whether you are required to file — and what information needs to be included — is important.
Who May Need to Complete a Self Assessment Return
You may need to complete a Self Assessment tax return if you are:
If you are unsure whether you need to file a Self Assessment return, HMRC provides guidance on their website, or you can contact us to discuss your situation.
What Our Self Assessment Support May Include
- Reviewing your income sources and financial information
- Identifying what information is required for your return
- Helping you gather and organise supporting records
- Preparing your Self Assessment tax return
- Explaining what is included in the return before submission
- Confirming key deadlines including filing and payment dates
- Supporting landlords with rental income and allowable expense records
- Supporting sole traders with business income and expense records
Key Self Assessment Deadlines
Meeting Self Assessment deadlines is important to avoid penalties. The key dates for each tax year are generally as follows:
Please Note
Tax deadlines and thresholds can change. HMRC requirements should always be verified for the current tax year. The information on this page is general in nature and should not be treated as personalised tax advice. Please contact us to discuss your specific circumstances.
Why Contact Us Early
One of the most common problems with Self Assessment is leaving everything too late. Scrambling to gather records and information in January — when the deadline is approaching — causes unnecessary stress and increases the risk of errors.
Contacting us well before the January deadline gives us the time to work through your records properly, ask any questions we need, and ensure your return is accurate before it is submitted.
First, you will need to register with HMRC for Self Assessment. HMRC will then send you a Unique Taxpayer Reference (UTR) number. Once registered, you will need to file a return each year. Contact us and we can help you understand the registration process and what information you will need to have ready.
This depends on your income sources. Typically you will need records of any employment income (P60, P11D), self-employment income and expenses, rental income and costs, bank interest, dividend income, and any other taxable income. We will tell you exactly what we need once we understand your situation.
Filing or paying late can result in automatic penalties from HMRC. These can increase the longer the return remains unfiled or unpaid. If you have missed a deadline or are at risk of missing one, please contact us as soon as possible so we can help you understand your options.
Need Help With Your Self Assessment Tax Return?
Contact T&N Accountancy today. The sooner we hear from you, the more time we have to prepare your return properly.