Self Assessment — done right, from £149
Accurate, HMRC-compliant Self Assessment tax returns for self-employed individuals, sole traders, directors, drivers and those with additional income. Fixed fee confirmed before work begins.
Who this service is for
- Self-employed individuals and sole traders
- Company directors with additional income
- Taxi drivers, delivery drivers and couriers
- Landlords with rental income
- People with side income or untaxed income
- Those with overdue or late returns
What’s included
- Review of income, expenses and tax details
- Preparation of your Self Assessment return
- Calculation of tax liabilities and payments due
- Submission to HMRC accurately and on time
- Confirmation and next-step guidance
What you’ll need to provide
- Income records, invoices or summary figures
- Business expense details and receipts
- Dividend, interest or rental income details
- Previous tax references or HMRC letters if relevant
Why early preparation helps
Getting organised early makes the process smoother, reduces deadline pressure and gives you more time to plan for any tax due. It also avoids last-minute chasing and gives clearer visibility over your final position.
Ready to get your return sorted?
Book a free 15-minute call — we’ll confirm the service, records needed and your likely fee before any work begins.
What is a Self Assessment tax return?
Self Assessment is HMRC's system for collecting Income Tax from people whose tax isn't automatically deducted through PAYE. If you're self-employed, a sole trader, a landlord or you receive income that hasn't been taxed at source, you're almost certainly required to file a Self Assessment tax return each year.
The tax return covers the full tax year — from 6 April to 5 April the following year. Once submitted, HMRC calculates your tax liability based on the income and expenses you've declared. You're responsible for paying any tax owed by 31 January, along with any payments on account due for the following year.
Getting it right matters. An inaccurate return can result in an unexpected tax bill, penalties or an HMRC enquiry. Filing late triggers an automatic £100 fine, with further penalties the longer it remains outstanding.
Who needs to complete a Self Assessment return?
HMRC requires a Self Assessment tax return if any of the following apply to you:
Self-employed & sole traders
If you work for yourself — as a freelancer, contractor, consultant or sole trader — you must register for Self Assessment and file a return each year, regardless of whether you made a profit.
Landlords
If you receive income from renting out a property, you need to declare it via Self Assessment. This includes residential lets, holiday lets and room rental income above HMRC's rent-a-room threshold.
Company directors
Most limited company directors need to file a Self Assessment return, even if their income is primarily through salary and dividends already reported through payroll.
Drivers & couriers
Self-employed taxi drivers, Uber drivers, delivery couriers and food delivery riders all need to file a Self Assessment return. Mileage and vehicle expenses can significantly reduce your tax bill.
High earners
If you or your partner earns over £60,000 and receives Child Benefit, you may need to file a return to repay some or all of it through the High Income Child Benefit Charge.
Additional income
Dividend income, savings interest above your allowance, income from abroad, or earnings from a side business alongside PAYE employment can all trigger a Self Assessment requirement.
Self Assessment deadlines you need to know
Missing a deadline results in automatic penalties from HMRC, so it's important to know the key dates for each tax year.
5 October
Deadline to register for Self Assessment if you're newly self-employed or have a new income source that requires a return. Missing this date can itself result in a penalty.
31 October
Deadline for paper Self Assessment returns. Most people now file online, which gives you three additional months.
31 January
Deadline for online Self Assessment submissions and payment of any tax owed. Also the deadline for your first payment on account if applicable. An automatic £100 fine applies from this date if you miss it.
Allowable expenses for self-employed individuals
One of the most effective ways to reduce your Self Assessment tax bill is to ensure all your allowable business expenses are correctly claimed. Many self-employed individuals underclaim simply because they're not aware of what qualifies.
Common allowable expenses include: office costs such as stationery and phone bills, travel costs including fuel, parking and public transport for business journeys, marketing and advertising costs, professional subscriptions and memberships, accountancy and bookkeeping fees, business insurance, and equipment and tools used for work. If you work from home, you may also be able to claim a proportion of your household bills.
ClearPath reviews your expenses carefully to make sure nothing is missed — and explains clearly what can and cannot be claimed so you're always in a position you're comfortable with.