Self Assessment for Directors
Simple, timely personal tax—powered by the books we already keep.
Because we run your company accounts, we’ve got the numbers, the context, and the cadence to file your Self Assessment without the scramble.
Who it's for
Directors of UK limited companies already working with us for bookkeeping/year-end. If we’re maintaining your ledger, payroll and dividends, your personal return can be straightforward and stress-free.
How we help
We pull the data we already manage—salary, dividends, benefits, pension contributions, director’s loan account movements—and combine it with anything personal (e.g., bank interest, rental income, investment gains). Then we explain what changed, what you owe (or are due), and when payments are expected. Clear, calm, on time.
What's included
- Preparation and online filing of your Self Assessment return
- Reconciliation of salary/dividends/benefits to your company records
- Review of allowable expenses (e.g., professional subscriptions)
- Check of payments on account and simple projection for next year
- HMRC submission confirmation and payment guidance
(If you have more complex needs—multiple rentals, significant capital gains, crypto—we’ll scope it first so nothing is rushed.)