Skip to content
TaxSpex Accounting

UK / SELF ASSESSMENT

Self Assessment Tax Return Support for UK Taxpayers

Get your income and expense information organised for Self Assessment. TaxSpex supports sole traders, company directors and individuals with UK Self Assessment obligations. We prepare the agreed income and expense schedules and tax return, provide a summary of the calculation for your review, and offer submission support where it has been agreed and authorised.

What Self Assessment support can include

  • Income and expense schedules based on the records you provide
  • Preparation of your Self Assessment tax return
  • A summary of the calculation for your review
  • Submission support where agreed and authorised

Before quoting, we need to understand the income sources and complexity involved. Property income, overseas income and capital gains must be discussed before engagement so we can confirm whether the work fits the agreed scope.

Deadline: 31 January 2027

For the 2025 to 2026 tax year, online Self Assessment returns and any tax owed are due by 11:59pm on 31 January 2027. Paper returns were due by 31 October 2026. A late return means an initial £100 penalty, with further penalties the longer it is late.

If you need help with your return, contact us early so there is time to gather your records and answer queries before the deadline.

Who this service is for

The service may suit sole traders, company directors and individuals who need help preparing a UK Self Assessment return. Tell us about all relevant income sources, including employment, self-employment, property, investments or overseas income. We will confirm which items are within scope before work begins.

How the work proceeds

  1. 1
    Discuss your tax position

    Tell us about your income sources, prior filing position and any property, overseas income or capital gains. We confirm whether the requested return is within scope.

  2. 2
    Provide records and answer queries

    We agree a secure method for exchanging records and request the information needed to prepare the return. You answer questions about transactions or missing records.

  3. 3
    Review the calculation and return

    You receive the agreed calculation summary and review the return. Any submission support is provided only where agreed and authorised.

Making Tax Digital for Income Tax

Making Tax Digital for Income Tax is being phased in according to qualifying income and start dates. Check current HMRC guidance to establish whether and when the rules apply to you. If this applies, confirm whether TaxSpex supports the required software and reporting scope before engagement.

Making Tax Digital for Income Tax: Some sole traders and landlords must keep digital records and send quarterly updates using compatible software. The start date depends on qualifying income and other eligibility rules. We confirm whether this work is within scope before engagement. See current GOV.UK guidance.

Last reviewed: 5 November 2026

YOUR STARTING POINT

What to have ready

Prepare your Unique Taxpayer Reference (UTR), previous tax return, income records and evidence for relevant expenses. The records needed depend on your circumstances. Share personal and tax information only through the secure channel agreed with TaxSpex; do not submit sensitive records through an unapproved contact form.

Fees quoted in GBP. Scope, VAT treatment, software costs and any statutory fees are confirmed in writing.

Ask about Self Assessment support

QUESTIONS

Frequently asked questions

YOUR NEXT STEP

Discuss a Self Assessment return

Tell us what types of income you have and whether there are property, overseas or capital gains matters to consider. We will confirm scope, secure information handling, review steps and fees.

Ask about Self Assessment support