Self-assessment

Your details

We need your full legal name exactly as it appears on your ID and tax records.

Format: 2 letters, 6 digits, 1 letter
Found on HMRC letters or your Personal Tax Account

Contact details

We use this for HMRC correspondence and to reach you about your return.

Important: This address must match the one on your proof-of-address document.

Employment & income

Helps us prepare for your welcome call and flag anything your return needs to capture.

Employment status *
Other income sources (select all that apply)

Previous filing history

Tells us how much prep work is needed and whether we need records from your previous accountant.

Have you filed a Self Assessment before? *

Student loan & pension

Quick items that affect your tax calculation.

Check your payslip or SLC account if you're not sure.
Do you contribute to a personal pension outside of salary sacrifice?
Personal / SIPP contributions you've made yourself — not workplace pensions via salary sacrifice.

Documents & final details

Upload what you have to hand — you can also send documents directly via email. All fields here are optional.

Click or drag to upload
JPG, PNG or PDF — max 10MB
Click or drag to upload
JPG, PNG or PDF — max 10MB
Click or drag to upload
JPG, PNG or PDF — up to 10 files