Your Simple 4-Step Tax Return Process

From sign-up to HMRC submission – see exactly how our qualified UK accountants handle everything for your £149 fixed fee.

DETAILED PROCESS

Exactly How Our Self Assessment Service Works

From initial sign-up to HMRC submission - see every step of our streamlined, professional process. Your qualified UK accountant handles everything for your £149 fixed fee.

Start My Tax Return - £149

Your Complete Journey with Us

We've designed a straightforward 4-step process that takes the stress out of tax returns. Here's exactly what happens from the moment you sign up.

1

Complete Your Details & Pay Securely

Time: 5 minutes

Start by providing your basic information through our secure online form and make your £149 payment. This immediately activates your service.

What Happens Immediately:

  • Instant payment confirmation email
  • Service activation notification
  • Secure client portal access details
  • Personalised document checklist
2

Upload Documents & Get Accountant Assigned

Time: 24 hours max for assignment

Use our secure portal to upload your tax documents. Within 24 hours, a qualified UK accountant is personally assigned to your case.

Secure Upload Process:

  • Bank-level 256-bit SSL encryption
  • Acceptable formats: PDF, JPEG, PNG, DOC
  • Direct upload or email option
  • Automatic virus scanning

Accountant Assignment:

  • Qualified UK accountant (ACA/ACCA/CTA)
  • Matched to your industry/situation
  • 10+ years average experience
  • Direct email introduction
3

Professional Self Assessment Preparation & Review

Time: 3-5 working days typically

Your accountant prepares your complete Self Assessment, optimises tax reliefs, and conducts a thorough quality review.

📄

Document Analysis

Complete review of all income sources, expenses, and allowances.

🧮

Tax Calculation

Accurate computation of tax liability including all reliefs.

🔍

Quality Review

Second accountant review for 100% accuracy assurance.

4

Submission & Completion

Time: Same day after your approval

We submit directly to HMRC and provide you with complete documentation and next steps.

What You Receive:

  • HMRC Submission Confirmation: Official reference number
  • Tax Calculation Summary: Clear breakdown of what you owe/are due back
  • Payment Deadline Reminder: If tax is payable
  • Complete Return Copy: For your records
  • Next Year's Checklist: To make it even easier next time

Your Detailed Timeline

Here's exactly what to expect day-by-day with our service

📅

Day 1: Sign Up & Upload

  • Complete online form
  • Make £149 payment
  • Receive upload instructions
  • Start gathering documents
👨‍💼

Day 2: Accountant Assigned

  • Qualified accountant assigned
  • Personal introduction email
  • Secure portal activated
  • Document checklist provided
✍️

Days 3-7: Preparation

  • Document analysis
  • Tax calculations
  • Allowance optimisation
  • Quality review
✉️

Day 8: Submission

  • Final review with you
  • Direct HMRC submission
  • Confirmation sent
  • Complete package delivered

What Documents You'll Need

We make document collection easy. Here's what you typically need based on your situation.

For Everyone

  • 10-digit UTR Number
  • National Insurance Number
  • P60 or end-of-year certificates
  • P11D (if applicable)
  • Bank interest statements
  • Dividend vouchers
  • Pension contribution details

If Self-Employed

  • Business income records
  • Expense receipts
  • Bank statements
  • Mileage records
  • Home office costs
  • Capital allowances
  • Previous year's figures

If You Have Property

  • Rental income statements
  • Mortgage interest certificates
  • Property expenses
  • Repair/maintenance costs
  • Service charge receipts
  • Insurance documents
  • Furnished holiday let details

Don't Have All Documents?

Don't worry! Many clients are missing some documents. Your accountant will:

  • Help you obtain duplicates from HMRC
  • Suggest acceptable alternatives
  • Use estimated figures (clearly marked)
  • Never proceed without your approval

Common Questions About Our Process

How long does the entire process take? +

Most tax returns are completed within 3-5 working days after we receive all documents. During January peak season, this may extend to 5-7 working days. We provide a specific timeline after reviewing your documents.

What if I need to make changes after submission? +

We can submit an amended return to HMRC if needed. Contact us within 30 days of submission for minor corrections at no extra charge. For substantial changes after this period, a small fee may apply.

Can I track the progress of my tax return? +

Yes! You'll receive email updates at every key stage: when your accountant is assigned, when preparation begins, when it's under review, and when submitted. You can also email your accountant anytime for a progress update.

What happens if I miss the deadline? +

We can still help! File as soon as possible to minimise penalties. We'll prepare your return and advise on the penalty situation. Late filing penalties start at £100, but filing promptly can prevent additional daily penalties.

Do I need to create a Government Gateway account? +

No, we handle everything. We submit directly to HMRC using our agent authorization. You don't need to create or manage any HMRC online accounts.

Ready to Start Your Simple Tax Return Process?

Join 15,000+ satisfied clients who've trusted us with their Self Assessment. Fixed £149 fee, complete service included.

Start Now - £149 Fixed Fee

All inclusive • No hidden fees • Money-back guarantee