Self Assessment & MTD ITSA Tax Return Services
Accurate Self Assessment filing and proactive Making Tax Digital transition for company directors, landlords, and self-employed professionals starting from £80 + VAT per month, including cloud software costs.
Complete Personal Tax Protection
Personal taxation in the UK is undergoing its most radical transformation in decades. We ensure your filings are legally robust and submitted ahead of statutory deadlines.
Self Assessment Preparation & Filing
Thorough review and preparation of your annual tax return (SA100). We reconcile all income streams, apply every statutory allowance, and submit directly to HMRC well before the 31 January deadline.
- Company director salaries & dividend distribution schedules
- Self-employment income & allowable business expenses
- Residential and commercial property rental schedules
- Capital gains calculations, EIS/SEIS reliefs & foreign income
Making Tax Digital for ITSA (MTD ITSA)
The phased transition to digital record-keeping replaces annual tax returns with four quarterly digital submissions and an annual final declaration.
- Implementation of HMRC-compliant digital record software
- Software costs fully bundled into the £80/mo retainer
- Four quarterly updates submitted directly to HMRC
- Year-end finalisation and statutory declaration
Digital Record Keeping & Advice
Eliminating paper receipt chaos through automated receipt capture tools and ongoing guidance on deductible expenditure, capital allowances, and tax planning.
- Mobile photo receipt scanning & cloud storage
- Ongoing advice on allowable expenses and tax reliefs
- Payment on Account forecasts to prevent cash flow shocks
- Direct correspondence with HMRC on all tax notices
How the MTD ITSA Retainer Operates
Spread the cost of your annual tax compliance into manageable monthly payments while ensuring permanent HMRC compliance.
Cloud Setup & Software Provision
We configure your dedicated digital accounting software (licence included in your fee), link your bank accounts, and configure chart-of-accounts categories suited to your income profile.
Quarterly Summaries to HMRC
Every three months, our practice reviews your digital records, reconciles your income and expense categories, and submits the required quarterly digital update directly to HMRC.
Final Declaration & Tax Calculation
At year end, we incorporate personal allowances, reliefs, dividend income, and capital gains to produce your final tax calculation and complete your statutory final declaration.
Who This Service Is Designed For
Ideal for individuals seeking proactive tax planning rather than last-minute January panic.
UK Company Directors
Ensuring salary and dividend income are accurately declared, director loan accounts are compliant, and potential high-income child benefit charges are accounted for.
Residential & Commercial Landlords
Managing mortgage interest relief restrictions (Section 24), allowable repair costs, property portfolio disposals, and preparation for mandatory digital quarterly reporting.
Self-Employed Professionals & Freelancers
Consultants and contractors who need seamless digital record-keeping, verified expense deductions, and complete protection from HMRC penalties.
Ready to Simplify Your Personal Tax?
Enquire today for a free consultation. We review your income streams and provide a fixed-fee agreement from £80 + VAT/month, software included.