Director Self Assessment: what is and is not included
What Self Assessment is and what we do for you
Director Self Assessment is a personal tax return used to report income and untaxed earnings to HMRC. We can do this for you, and it is included in our Accounting Standard and Accounting Scale plans for one and three directors respectively. It is not included in our Accounting Simple plan.
What is included
- Registration for Self Assessment with HMRC (if not already registered)
- Preparation and filing of your personal Self Assessment tax return
- Calculation of your tax liability and payments on account
- Advice on the amounts due and the payment deadlines (31 January and 31 July)
What is not included as standard
- Self Assessment for a second director or shareholder is not included with our Accounting Standard plan (available as an add-on at £145 +VAT each)
- Returns involving complex capital gains, foreign income, or property portfolios (additional fees may apply depending on complexity)
What we need from you
We send a Self Assessment data request after 5 April each year. We ask you to confirm any income outside the company, Gift Aid donations, personal pension contributions, and any property or capital disposals. The sooner you respond, the earlier we can file your return.
💡 Good to know: Filing early means you know your tax bill months in advance. We recommend filing by October each year rather than waiting until the January deadline.
Not found what you're looking for?
Please get in touch and we'll be happy to help:
Email: You can submit a request using our contact form
Phone: 020 3897 2233
Live Chat: Select the live chat icon on the bottom right