Self Assessment registration
Support with registration, Unique Taxpayer Reference issues and agent authorisation where required.
Overview
Personal tax compliance with the detail organised and explained
A Self Assessment return may bring together employment, self-employment, property, dividends, investments, capital gains and overseas information. The quality of the return depends on complete records and careful review of how each source is reported.
CBM Accounting provides an organised process that starts before the filing deadline. We identify the information required, prepare the calculation, explain payments on account and highlight matters that may affect future tax planning.
How we help
What our Self Assessment service covers
Choose a focused assignment or combine the areas you need into one coordinated service.
Sole trader income
Preparation of business accounts or income and expense schedules and completion of the relevant self-employment sections.
Property income
Reporting of rental income, allowable expenses, finance costs and property-related disposals based on the records provided.
Director and investment income
Reporting salary, dividends, interest and investment information, including reconciliation to available statements.
Partnership income
Incorporating partnership statements and reviewing the interaction with the individual tax position.
Capital gains
Calculation and reporting of disposals, reliefs and available losses, with transaction evidence retained.
Foreign income and residence
Review of overseas income and UK residence considerations, with specialist advice introduced for complex cross-border matters.
HMRC correspondence
Support with notices, coding queries, statements, amendments and routine Self Assessment communication.
Who it is for
Designed for organisations and people who need reliable support
- Sole traders and freelancers
- Landlords and property investors
- Company directors and shareholders
- Partners and individuals with several income sources
- People with capital gains or overseas income
What you receive
Clear outputs, not scattered information
- Information request tailored to your circumstances
- Draft tax return and tax calculation
- Explanation of balancing payments and payments on account
- Submission receipt and final return copy
- Forward-looking action points for the next tax year
Our process
A controlled route from information to action
Responsibilities, review points and approvals are clear from the start.
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01
Identify
We confirm your income sources, registrations, prior return position and any significant changes during the year.
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02
Collect
A tailored checklist is issued and records are reviewed for completeness and consistency.
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03
Prepare and explain
The return and calculation are prepared, reviewed and explained before approval.
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04
Submit and plan
The authorised return is filed and relevant actions are scheduled for the following year.
Why CBM Accounting
Professional advice, delivered in a practical way
Joined-up expertise
Accounting, tax, payroll and compliance work can be coordinated through one team rather than handled in isolation.
Clear communication
You receive concise information requests, visible action points and explanations that support a decision.
Controlled delivery
Agreed timetables, review procedures and approval stages reduce deadline pressure and avoidable errors.
Support that develops
The service can expand from routine compliance to reporting and advisory support as your needs become more complex.
Frequently asked questions
Questions clients often ask
Every situation is different. These answers provide a practical starting point, and we confirm the position after reviewing the facts.
Ask our team a questionWho normally needs to complete a Self Assessment return?
Common examples include sole traders, landlords, company directors with untaxed income, partners, people with capital gains and individuals with overseas or other income not fully dealt with through PAYE. We can assess your specific position.
Can you prepare my return if my records are incomplete?
We can help organise the available information and identify gaps. Estimates or provisional figures are only used where permitted and appropriate, and the basis must be documented.
What are payments on account?
They are advance payments towards a future Self Assessment liability and can arise based on the current tax calculation. We explain the amounts, due dates and whether a reduction claim may be appropriate.
Can you deal with late or outstanding tax returns?
Yes. We first establish which returns are outstanding, gather records and prioritise the filings. We also explain likely interest, penalties and any communication needed with HMRC.
Do you provide personal tax planning?
Yes. Planning can cover timing of income, dividends, pension contributions, business structure and disposals, but recommendations depend on your complete personal and commercial circumstances.
Speak with an adviser
Make the next financial decision clearer.
Tell us what you need, what is due and where the current process is causing difficulty. Our UK team will explain the most practical next step.