Self Assessment Tax Returns
SA100s done properly — for directors, landlords, and high earners who don't want to think about HMRC.
Who this is for
Company directors, landlords with two or more properties, individuals earning over £100,000, anyone with capital gains, foreign income, or share scheme income.
Personal tax should be a 30-minute conversation, not a January panic.
If you are a company director, a landlord, or just earning enough that HMRC has views, your self assessment is rarely as simple as P60-and-go. We handle the full return, prompt you for what we need in autumn (not the second week of January), and explain anything that looks odd before you sign it.
Our self assessment work is most useful where the personal and corporate sides interact — director extraction, dividends, share scheme income, rental property structuring, capital gains on disposals — because that is where mistakes are expensive.
What's included.
Everything below is part of the standard engagement. We'll tell you up front if your situation needs anything outside this — there are no surprises.
Full SA100 preparation and filing with HMRC
Coverage of employment, self-employment, partnership, dividend, rental, capital gains and foreign income
Tax liability calculated and a payment plan (including July payments on account) confirmed in writing
Pre-year-end planning conversation — pension contributions, ISA / EIS, gift aid, capital losses
Tax code review and HMRC liaison on your behalf
A predictable, four-step engagement.
Information request
Sent in early autumn — clear list of what we need and when.
Preparation
We draft the return, query anything ambiguous, and confirm your final liability.
Sign-off and filing
You approve, we file with HMRC, payment dates go in your calendar.
Forward planning
We flag anything that should change for next year — pensions, dividend timing, capital gains crystallisation.
Frequently asked questions
When is the self assessment deadline?
31 January following the end of the tax year (5 April) for online returns. The paper deadline is 31 October. Payments on account for the next year are due 31 January and 31 July.
Do I need to file a return if I'm only a director?
Not automatically — HMRC's official position is that being a director alone does not require a return. But if you receive dividends, have untaxed income, or earn over £100,000, you almost certainly do.
Can you handle capital gains on share sales or property?
Yes — including UK residential property (which has a separate 60-day reporting requirement), share disposals, EMI / unapproved option exercises, and disposals of shares qualifying for Business Asset Disposal Relief.
Related: explore the full services suite —All services
Talk to us about self assessment.
Quick conversation, no commitment. We'll tell you honestly whether this is the right service for where you are.