Self Assessment Tax Returns for Sole Traders

Clear, professional Self Assessment support for UK Sole Traders.

Completing a Self Assessment tax return as a Sole Trader can be more complex because of allowable expenses, reliefs, and the introduction of Making Tax Digital (MTD).

This Self Assessment service for Sole Traders is designed to ensure accurate compliance, clear reporting, and confidence that you are not paying more tax than necessary.

Book a free consultation to find out more.

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Who This Service Is For

This service is for UK Sole Traders who need help preparing and submitting their Self Assessment tax return.

From April 2026, some Sole Traders will be required to comply with Making Tax Digital for Income Tax. We provide support withMTD assessment, setup, and ongoing compliance.(Learn more)

This service is suitable if you:

• Earn most of your income from freelancing, contracting, or gig-economy work

• Must submit a tax return to HM Revenue & Customs, and/or

• Want clarity around MTD for Income Tax and future obligations

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What’s Included in All Services

All packages include:

• Preparation of your Self Assessment tax return (SA100 + SA103)

• Advice on digital record keeping

• Bank & savings interest

• UK quoted share dividends

• Pension income

• Explanation of your tax return

• Payment date reminders

• Filing Self Assessment with HM Revenue & Customs

• Tax investigation insurance advice

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Service Levels & Pricing

🟢 Self Assessment for Micro Trader (Basic)

£350

Best for:

Sole Traders with less than £20,000 per year Trading income and simple additional income, such as pensions, savings interest, or dividends. Ideal for

Includes:

✔ Reporting Trading Income up to £20,000 a year

✔ Use of your spreadsheet or simple digital records

✔ Review & reporting of allowable expenses

✔ Calculate basic capital allowances

✔ Prepare a basic tax computation

To qualify (assumptions):

• Up to 100 transactions

• No VAT

• No employees

Find Out More

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🔵 Self Assessment for Small Trader (Plus)

£450 - 600 per year

Best for:

Sole traders earning £20,001–£50,000 per year with higher transaction volumes and digital bookkeeping (or bank feeds). Great for growing freelancers and established contractors.

Includes:

✔ Everything in Micro Trader (Basic), plus:

✔ Sample review of bank feed and/or bookkeeping software

✔ Capital allowances including Annual Investment Allowance (AIA) where relevant

✔ Trading allowance optimisation (where applicable)

✔ Loss relief review (where applicable)

✔ 1 advisory call (30 minutes)

✔ Making Tax Digital (MTD) assessment

✔ Clear explanation of ongoing MTD obligations

✔ Advice on MTD compliance

To qualify (assumptions):

• Up to 300 transactions

• Digital records available

• No complex VAT issues

Find Out More

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🟠 Self Assessment for Established Trader (Elite)

From £650

Best for:

Sole traders earning £50,001–£100,000 per year who need a more detailed review, tax planning, and support with more complex areas (e.g. VAT registered traders, pensions, Payments on Account)

Includes everything above, plus:

✔ Answer simple VAT queries about sole trader activity

✔ Simple capital gains arising from business asset disposals

✔ Pension contribution optimisation for sole traders

✔ Payments on Account review

✔ Capital Gains Tax on quoted shares and simple capital disposals

✔ Capital losses & exemptions

✔ SA108 disclosures

✔ CGT payment timing guidance

To qualify (assumptions):

• More than 300 transactions

• VAT registered or unregistered

Find Out More

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Optional Add-on

The following elements are quoted separately, and are added only if needed, based on complexity:

• Bookkeeping clean-up (£55 per hour)

• Additional Self-employment Income Streams (£150 Per Trade)

• Residential property income (£50 per property)

• Making Tax Digital setup and reporting (Learn More)

• Capital Gains Tax on property or complex capital disposals (£75 per hour)

• High earner Self Assessment (Learn More)

• Foreign income (including overseas property) (£150 per income)

• Non-resident Self Assessment (Learn More)

• Company directorship, Partnership or close company income (£100 per each)

• Trust income (Learn More)

• HMRC enquiry support (£100 per hour)

• Mid-year tax reviews and forecasting (Learn More)

👉 Book a meetingfor a quote based on your circumstances.