SELF ASSESSMENT

TAX RETURN SERVICES

Clear, Accurate and Timely Self Assessment Support

Whether you are self-employed, receive rental income or have other income that must be reported to HMRC, Lugira Accounting can help you organise your records, understand your obligations and complete your tax return with confidence.

SELF ASSESSMENT SUPORT

Making Your Tax Return Clearer and Easier

Professional support based on your circumstances

Completing a Self Assessment tax return can involve more than entering a few figures online. Different types of income, allowable expenses, tax reliefs and payments on account may all need to be considered.

We provide practical and personalised support based on your individual circumstances. Your records are reviewed carefully, your tax position is explained clearly and your return is prepared using the information available.

Our aim is to help you meet your HMRC obligations while making the process as straightforward as possible.

Self Assessment Services


Self Assessment Tax Return Preparation

Preparation and submission of your annual Self Assessment tax return using the financial information and supporting documents you provide.

Income and Expense Review

Review of income, business expenses and relevant supporting records before your tax return is completed.

Tax Calculation

Calculation of your estimated Income Tax and National Insurance liability, together with a clear explanation of the amount due.

HMRC Registration Support

Assistance with registering for Self Assessment or reactivating an existing Self Assessment account where required.

Payments on Account

Explanation of payments on account, balancing payments and the main payment dates that may apply to you.

HMRC Correspondence

Support with routine HMRC correspondence relating to your Self Assessment tax return and the information submitted.

Who May Need a Self Assessment Tax Return?

Support for different sources of income and circumstances.

Sole Traders

Tax return preparation for individuals running their own business or working on a self-employed basis.

Landlords

Reporting UK property rental income, allowable property expenses and relevant tax information.

Contractors and Freelancers

Self Assessment support for consultants, contractors, freelancers and other independent professionals.

Company Directors

Support for directors who have personal income or circumstances requiring a Self Assessment tax return.

Multiple Sources of Income

Reporting employment, self-employment, property, investments or other taxable income where appropriate.

Individuals with Foreign Income

Support with reporting overseas income and gains where these must be included on a UK tax return.

A Clear Step-by-Step Approach

1.

Initial Discussion

We discuss your circumstances, sources of income and the tax year that needs to be completed.

2.

Document Collection

You receive a clear list of the records and supporting information required for your tax return.

3.

Review and Preparation

Your income, expenses and other relevant information are reviewed before the return is prepared.

4.

Tax Calculation and Explanation

We explain the estimated liability, payment dates and any payments on account that may apply.

5.

Approval and Submission

The completed return is sent to you for approval before it is submitted electronically to HMRC.

6.

Confirmation

You receive submission confirmation together with the relevant tax calculation and payment information.

Self Assessment Deadlines

Important dates to remember

  • You will normally need to notify HMRC by 5 October following the end of the relevant tax year if registration is required.
  • The usual deadline for submitting a paper tax return is 31 October.
  • The usual deadline for submitting an online tax return is 31 January.
  • Self Assessment tax due is normally payable by 31 January.
  • A second payment on account may be due by 31 July.

Deadlines and requirements may vary depending on your individual circumstances.

Making Tax Digital for Income Tax

Preparing for digital reporting

Making Tax Digital for Income Tax is being introduced for qualifying sole traders and landlords.

  • Maintain digital accounting records.
  • Use compatible accounting software.
  • Submit required quarterly updates to HMRC.
  • Complete the required year-end reporting.

Why Choose Lugira Accounting?

WHY CHOOSE US
Experienced Accounting Support

Practical accounting and tax support based on your circumstances and the information you provide.

Accurate and Organised Records

Careful review of the records used to prepare your Self Assessment tax return.

Personal Service

Individual support for sole traders, landlords, contractors and other taxpayers.

Clear Communication

Straightforward explanations without unnecessary accounting terminology.

HMRC and MTD Awareness

Support based on current Self Assessment requirements and developing digital reporting rules.

Fixed and Transparent Fees

The scope of work and applicable fee are agreed before the service begins.

FREQUENTLY ASKED QUESTIONS

You may need to complete a tax return if you are self-employed, receive property income, have certain types of foreign income, dispose of assets, receive untaxed income or meet another HMRC reporting requirement.

Your individual circumstances should be reviewed before determining whether a return is required.

The UK tax year normally runs from 6 April to 5 April of the following calendar year.

For example, the 2025/26 tax year runs from 6 April 2025 to 5 April 2026.

You can prepare your tax return after the tax year ends on 5 April.

Providing your documents early gives more time to identify missing information, calculate your liability and plan for any tax payment.

We can assist with the registration process or help you reactivate an existing Self Assessment account where appropriate.

HMRC will usually issue a Unique Taxpayer Reference after registration.

Payments on account are advance payments towards a future Self Assessment tax liability.

Where they apply, the first payment is normally due on 31 January and the second payment is normally due on 31 July. A balancing payment may also be due depending on the final tax calculation.

Self-employed individuals may be able to deduct expenses that are allowable for tax purposes.

The treatment of an expense depends on its purpose, the supporting information available and the relevant tax rules. Personal expenses are not normally deductible.

Yes. We can help review the outstanding information, prepare the return and explain the potential consequences of late submission or payment.

Submitting an overdue return as soon as possible may help prevent further penalties from arising.

A submitted tax return can usually be amended within the applicable HMRC time limit.

We can review the original return and assist with making the necessary correction where appropriate.

Yes. We can assist with identifying and reporting relevant foreign income based on the information provided.

More complex international tax matters may require additional specialist advice.

The fee depends on the number and complexity of your income sources, the condition of your records and whether additional work is required.

A clear quotation will be provided after an initial review of your circumstances.

NEED HELP WITH YOUR SELF ASSESSMENT?