Self Assessment return preparation for UK practices
For UK practices facing the January peak: we prepare Self Assessment returns for sole traders, landlords and SA-only individuals from your clients’ records, in IRIS, TaxCalc or BTCSoftware, ready for your review well before 31 January. You review, approve and submit as the client’s agent, and the client stays yours.
Sole traders, landlords and SA-only clients
Returns we prepare
- Sole traders and landlords, including those now in MTD for Income Tax
- Self Assessment-only individuals with property income, savings, dividends, foreign income or capital gains
- Returns prepared in IRIS, TaxCalc or BTCSoftware
- Bookkeeping and catch-up behind the return in Xero or QuickBooks Online
You review, approve and submit
- Your practice stays the client’s agent with HMRC
- Most practices keep HMRC access in-house and send us the relevant downloads
- Decisions on basis, expenses and property income stay with you
- The client stays yours
Agree a standard pack per client
A status list next to each pack shows what has arrived, what is outstanding and who is chasing it, so work can start on what is there.
Business records
- Bank and credit card statements for the full period
- Sales records and card processor statements showing gross sales, fees and refunds
- Purchase invoices and receipts
- Letting agent and mortgage statements, separating interest from capital
Personal income records
- Employment income documents
- Interest and dividend statements
- Pension contribution details
- Records of disposals for capital gains, and last year’s return and computations
The January peak
The 2025/26 return is due by 31 January 2027 under the existing Self Assessment penalties. Clients in MTD for Income Tax submit their 2026/27 return through software by 31 January 2028. Check HMRC guidance for each client.
Related reading
31 January coming up? Try us free for 20 hours.
Email info@taxbrewglobal.com. A short call first, then a mutual NDA before any data is shared.
Questions, answered
Who submits to HMRC?
You do. We prepare the quarterly updates and SA returns in your software. You review, approve and submit as the client’s agent.
What records do you need for a Self Assessment return?
A standard pack per client: bank and card statements, sales and purchase records, letting agent and mortgage statements for landlords, employment, interest, dividend and pension documents for individuals, and last year’s return and computations.
How do the 20 free hours work?
The free 20 hours are for accounting firms: UK accounting practices and US CPA firms. After a short call and a mutual NDA, you choose a few real clients. We work up to 20 hours on them at no cost, then show you the hours used and what an ongoing setup would cost. There’s no obligation to continue.
What does it cost?
We give a fixed quote after a short call. For monthly bookkeeping it is a fixed monthly fee based on transaction volume, the number of bank and card accounts, and the services needed; cleanup work is quoted separately before we start. For accounting firms, the first 20 hours are free, so you see the quality before you pay anything.