Which return situation fits you?
Choose the route that matches your need. General Self Assessment covers the overall personal return. Sole trader returns focus on trading figures. Late-return help starts with identifying what has not been filed and what records remain available.
Gathering income and relief information
Gather income statements and records of relevant costs, gains and other information for the period. Include sources that already had tax deducted. A complete picture is more useful than only supplying the item you think creates a further bill.
Reviewing and submitting a return
Preparation should leave time to resolve questions and review the return. Keep the supporting records so the figures can be explained later. We can discuss the scope of the work and the information required at an initial consultation.
When another tax issue needs its own advice
A property disposal or planned gift may raise questions beyond the routine return. Mention significant changes when making contact. That makes it possible to identify whether another piece of work needs attention before or alongside the filing.
Your questions, answered.
Do I need help if I have more than one income source?
Several income sources can make the review more involved. Bring the relevant statements and explain anything that changed.
Is a sole trader return different from business accounts?
Yes. Business accounts establish trading figures; the personal return also considers the individual’s other relevant information.
What should I do if my return is late?
Identify the period and any notices received, then use the late personal returns page to prepare for a discussion.