Self Assessment Tax Return Service

Completing a Self Assessment tax return can be complex and time-consuming. We offer a comprehensive end-to-end service: we gather your income information, identify and claim all relevant reliefs and allowances, prepare and file your return, advise on payments due (including payments on account), and provide year-round support. Filing early gives you certainty, improves cash flow planning, and avoids last-minute stress.

What our service includes

• • Information checklist tailored to your situation (employment, self-employment, dividends, rental income, investments, pensions, capital gains, foreign income, benefits in kind).

  • Review of reliefs and allowances (personal allowance optimisation, pension relief, gift aid, marriage allowance, loss reliefs, property and finance cost rules, CGT exemptions).

  • Preparation and online filing of your tax return and supporting schedules with HMRC.

  • Calculation of tax due, plus clear guidance on balancing payments and payments on account.

  • Timetable of what is due and when, with reminders ahead of each deadline.

  • Year-round availability for queries and planning, not just at filing time.

Why file early?

• • Better cash flow – know your tax bill months in advance and plan accordingly.

  • More time to fix issues – missing documents can be chased without pressure.

  • Smarter tax planning – adjust dividends, pension contributions, or other actions before year end next time.

  • Less stress – avoid the January rush and potential HMRC delays.

Key deadlines at a glance

• • Paper filing: 31 October following the tax year end (5 April).

  • Online filing: 31 January following the tax year end.

  • Payments: 31 January (balancing payment and first payment on account) and 31 July (second payment on account).

Missing a deadline can trigger penalties and interest, so it pays to stay ahead.

Who we help

• • Company directors and owner-managers.

  • Sole traders and partners.

  • Landlords (single property or portfolios).

  • Investors with dividends, interest, or capital gains.

  • Individuals with foreign income or more complex tax affairs.

  • Anyone who wants their return done correctly and on time.

What we need to get started

• • Your UTR (Unique Taxpayer Reference) and NI number.

  • P60/P45/P11D and employment benefits details (if applicable).

  • Self-employment or partnership figures (or access to your bookkeeping).

  • Property income and allowable expenses.

  • Dividend and interest statements; investment disposals for CGT.

  • Pension contributions and gift aid.

  • Any foreign income and taxes paid.

If anything is missing, we’ll help you obtain replacements or alternatives.

Our process

1. 1. Discovery – brief call to confirm your circumstances and deadlines.

   2. Data – we send a tailored checklist and secure upload link (or accept email/records).

   3. Preparation – we draft the return and highlight planning points or queries.

   4. Review – you approve the figures; we explain any payments due and how to make them.

   5. Filing – we submit to HMRC and send you the acknowledgements and payment guidance.

   6. Aftercare – we’re here all year for questions, coding notices, and future planning.

Related pages and useful links

• • Paying your tax online: https://www.hollandandcompany.co.uk/pay-tax

  • Tax tips hub: https://www.hollandandcompany.co.uk/tax-tips

  • Capital Gains Tax 60-day reporting (property): https://www.hollandandcompany.co.uk/capital-gains-tax

  • Tax calendar reminders: https://www.hollandandcompany.co.uk/tax-calendar

Ready to file (the easy way)?

Email nigel@hollandandcompany.co.uk or call 0151 420 6666 and we’ll get your Self Assessment underway. If you’d like, we can also provide a fixed-fee proposal once we understand your circumstances and the scope of work.

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