Self Assessment & Personal Tax
Personal tax returns with the wider picture in mind
Clear support preparing and reviewing Self Assessment tax returns, with the underlying figures and disclosures considered carefully.
Contact
More than entering figures into a return.
A well-prepared tax return starts with understanding the income, gains, reliefs and records behind it. Sat Tax helps bring those elements together, identifies points that need clarification and explains the completed position in practical terms.
How we can help
Support for annual reporting and related questions
Self Assessment preparation
Preparation of an individual tax return using the information and records provided, including relevant supplementary pages.
Tax return reviews
A focused review where a return has been prepared elsewhere but particular entries or disclosures require checking.
Multiple income sources
Support bringing together employment, self-employment, property, investment and other taxable income.
Corrections and follow-up
Help considering amendments, missing information or HMRC correspondence connected with a submitted return.
Typical circumstances
When clients may need support
You have several sources of income and are unsure how they fit together on the return.
Your affairs include property income, disposals, foreign income where the UK tax treatment falls within the agreed scope, or cryptoasset activity requiring additional schedules.
A previously submitted return may contain an omission or figure that now needs reviewing.
HMRC has issued a notice to file or contacted you about information shown on a return.
Our approach
A clear and controlled process
Understand the position
We establish the relevant tax year, filing position, income sources, gains, reliefs and any immediate deadlines.
Review and prepare
Records and calculations are reviewed, queries are raised proportionately and the return is prepared on the agreed basis.
Explain and complete
The figures and key disclosures are explained before approval and submission where submission is included in scope.
Information that may be needed
Good information supports a defensible result.
Depending on the return, information may come from employers, banks, investment platforms, property records, bookkeeping systems or other advisers.
- HMRC notices and prior-year tax returns
- Employment, pension and benefits information
- Self-employment records and personal income information relevant to your individual return
- Property income and expense records
- Investment income and disposal information
- Details of reliefs, payments and relevant tax correspondence