If your income comes from the company we look after, your tax return is mostly done before you've had to think about it. We already hold your salary and dividend figures, so we prepare your return from them and send it to you to check and approve.
Your salary and dividends are tracked as they're paid, so you can see your personal tax position building up during the year rather than finding out when your tax is due.
When the tax year ends, your return is largely prepared already. Usually all we need from you is a quick check and your approval.
Because your company's profits are tracked live, you don't have to wait until year end to know where you stand. Ask us at any point and we'll tell you what's available to pay as dividends, how taking a dividend now affects your personal tax bill, and how best to balance salary and dividends for the year.
It's part of the ongoing support your fixed fee covers, so there's no invoice for asking. If a question needs more in-depth work, we'll always agree a price with you before we start.
This service is built for income from your company. Other income or gains, such as property income or capital gains, aren't covered, so it's worth mentioning when you get your quote.
Amended returns and dealing with an HMRC enquiry into your return sit outside the fixed fee.
If you ever need something outside the fixed fee, we'll agree the price with you before we start. No surprise invoices.
Yes. One director's Self Assessment is included with our Limited Company and Scale packages. Each additional director can be added to your package, and you'll see the price when you get your fixed quote.
If your only income is salary and dividends from your company, the quarterly MTD updates usually won't apply to you. If that changes, we'll let you know.
Yes. Because we see your company's figures live, we can tell you at any point in the year what's available and what it would mean for your personal tax.