Compliance

Self Assessment

Director tax returns prepared alongside the company accounts so the numbers actually agree.

Regulated and qualified through ICAEW, ACCA and AAT memberships held across our team

What this means for your company

Director tax returns prepared alongside the company accounts so the numbers actually agree. We work with technology, SaaS, e-commerce, marketplace and online businesses trading as UK limited companies, from first-year micro-entities in Croydon and Morden to funded teams in central London, with a fixed scope and fee agreed before anything starts.

01

SA100 return with employment, dividend and other income

02

Dividend and salary figures reconciled to company records

03

Payments on account explained

04

Filing before the 31 January deadline

What the service covers

Director tax returns prepared alongside the company accounts so the numbers actually agree.

• SA100 return with employment, dividend and other income

• Dividend and salary figures reconciled to company records

• Payments on account explained

• Filing before the 31 January deadline

The rules that shape this work

The online filing deadline is 31 January following the end of the tax year, with tax due on the same date and payments on account on 31 January and 31 July where the liability exceeds £1,000.

The dividend allowance is £500 for 2026/27. Above that, dividends are taxed at 10.75%, 35.75% and 39.35% depending on your income band, and dividends still count towards the £100,000 point where the personal allowance starts to taper.

Thresholds, rates and deadlines quoted here reflect the 2026/27 UK position. Check current GOV.UK guidance, or ask us, before you rely on them for your own company.

How we run it

We start by looking at the last filed accounts, your current records and your filing dates, then confirm a fixed scope and fee in writing.

Once the work is live you get reminders ahead of each deadline, a named person to ask questions, and a plain-English summary when the figures are ready, not a PDF with no explanation.

Frequently asked

Self Assessment: questions directors ask

Do all company directors need to file a tax return?

Not automatically. You need one if HMRC issues a notice to file, or if you have income such as dividends above the allowance, rental profit, or higher-income child benefit charges.

Can you file the company and personal returns together?

Yes, and it is the point of doing both. Dividends declared in the company records should match the figures on your personal return.

What records are needed for self assessment?

Keep bank statements, sales and platform reports, purchase invoices, payroll records, VAT workings, finance agreements and Companies House correspondence. We confirm the exact list at onboarding and identify gaps before a filing deadline becomes urgent.

How much does help with self assessment cost?

The fee depends on transaction volume, record quality, VAT and payroll requirements, historic catch-up and the level of reporting needed. We agree a fixed scope and price before technical work starts, with published packages available on our fees page.

Can you take over self assessment from another accountant?

Yes. We request professional clearance, collect the prior records and authorities, check the next Companies House and HMRC deadlines, and give you one clear handover list. The process is normally completed remotely.

Can self assessment be handled online?

Yes. We work through secure cloud records, scheduled reviews and digital approvals, while keeping a named team available by phone, video call and email. Clients can also visit our Morden office by appointment.

Which accounting software works best for self assessment?

We regularly work with Xero, QuickBooks, FreeAgent, Sage and connected sales or expense apps. The right setup depends on transaction volume, integrations and the reports you need, not simply the software brand.

What tax deadlines matter for self assessment?

The relevant calendar may include annual accounts, Corporation Tax payment and return dates, confirmation statements, VAT returns, payroll submissions and Self Assessment. We map the dates from your company year end and registrations.

Can I get free basic tax advice about self assessment?

Yes. You can ask a straightforward initial question without charge. Calculations, filings, written advice, planning and HMRC correspondence are scoped and quoted before work begins.

Google reviews

What Our Clients Say

Rated 4.9 out of 5From 302 Google reviews
I had a positive experience with Accotax. The work was completed promptly, my tax return was successfully filed, and I received a refund of overpaid tax. I found the cooperation efficient and helpful. Special thanks to Muhammad Saifullah for his assistance.
Sergey M · Self Assessment & tax refund
I am very satisfied with the service provided by Muhammad Saifullah. He has been handling my tax situation in the UK with great professionalism, clarity and attention to detail. He took the time to explain every step of the process and made a complex situation much easier to understand. I felt confident and well supported throughout.
Hugo Alvarez · Personal tax position in the UK
Accotax have been our accountants for many years now. We maintained them because of their professionalism. In the last couple of years I have been working with Imran, who has been very professional and helpful in guiding us through the whole process, explaining and clarifying every aspect of it. Very prompt in responding to questions and patient with us even when we seem to be slow.
Mansur Liman · Long-standing company client
Read More Reviews

Free tools

Run the numbers before we speak

Free UK tax calculators built on 2026/27 rates for limited company directors.

Related services

What usually sits alongside this

Limited company accountants in London, Morden, Croydon and across the UK.

Included approach

Organised, explained, on schedule.

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Key tax terms explained

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Tell us what is getting in the way.

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Book a call

Pick a time that suits you and a qualified accountant will call you about your company, deadlines and fees.

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Appointments run Monday to Friday, 9:00am to 5:30pm. Your confirmation is emailed straight away.

Four London offices

Meet us in Morden, Croydon, Chelsea or Mitcham

Work with us entirely online, or sit down with your accountant at whichever office suits you. Open Monday to Friday, 9:00am to 5:30pm. Office visits are by appointment only, so please book before coming in.

Morden, Surrey12 London Road, Morden, SM4 5BQHead office, two minutes from Morden Underground station.DirectionsRead ACCOTAX Google reviews
Croydon73 Park Lane, Croydon, CR0 1JGCentral Croydon, minutes from East Croydon station.DirectionsRead Croydon Google reviews
ChelseaM-112, 65-69 Lots Road, SW10 0RNWest London base for Chelsea, Fulham and Kensington clients.DirectionsRead ACCOTAX Google reviews
Mitcham141 Morden Road, CR4 4DGServing Mitcham, Tooting and the CR4 postcodes.DirectionsRead Mitcham Google reviews

Free, no obligation

Book a call

Pick a time that suits you and a qualified accountant will call you about your company, deadlines and fees.

Appointments run monday to friday, 9:00am to 5:30pm. Your confirmation is emailed straight away.

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