023 8047 7864

Self-Assessment

Self-Assessment is how individuals report their income to HMRC and calculate any tax owed. It’s required if you’re self-employed, a partner in a business, a landlord, a company director, or if you have untaxed income—such as from investments, overseas assets, or capital gains.

You must register for Self-Assessment if you fall into one of these categories, and you’re responsible for filing your return and paying any tax due each year. The key deadlines are 31st January to file your return online, and the same date to make your payment.

It might sound straightforward—but for many people, Self-Assessment can quickly become stressful, especially if your income isn’t simple or your records aren’t clear.

We take the worry out of it by handling the whole process for you. From registering with HMRC to gathering the right information, preparing your return, and submitting it on time—we’ll make sure it’s done accurately, efficiently, and with no nasty surprises.

We also take the time to check for any allowances or reliefs you might be entitled to, so you’re not paying more tax than necessary. Whether you’re filing for the first time or just want peace of mind that it’s all under control, we’re here to help.

Received a letter from HMRC about Making Tax Digital? Feeling overwhelmed?

You’re not alone—and we’re here to help.

What Is Making Tax Digital for Income Tax?

Making Tax Digital (MTD) is HMRC’s initiative to modernise the tax system by requiring digital record-keeping and more frequent reporting. Starting from 6 April 2026, certain taxpayers will need to:

  • Maintain digital records of income and expenses.
  • Submit quarterly updates to HMRC via MTD-compatible software.
  • Complete an End of Period Statement (EOPS) and a Final Declaration annually.

Who Will Be Affected and When?

  • From April 2026: Individuals with gross income over £50,000 from self-employment and/or property
    will need to comply.
  • From April 2027: The threshold lowers to those earning over £30,000.
  • Future Plans: HMRC has indicated that those earning over £20,000 may be included in subsequent
    phases.

Note: Income thresholds refer to gross income before expenses.

What Does This Mean for You?

If you’re a sole trader, landlord, or have multiple income streams, and you’ve received a
letter from HMRC:

Don’t panic

This is a heads-up to prepare.

Act now

Early preparation can make the transition smoother.

Seek support

Navigating new systems can be complex, but you don’t have to do it alone.

How We Can Help

At Don Roper Accountant, we specialise in assisting clients through transitions like MTD. Here’s how we can support you:

  • Assessment: Determine if and when MTD applies to your situation.
  • Software Setup: Recommend and set up HMRC-approved digital accounting software.
  • Training: Provide guidance on maintaining digital records.
  • Ongoing Support: Handle quarterly submissions, EOPS, and Final Declarations on your behalf.
  • Peace of Mind: Ensure you’re fully compliant, avoiding penalties and stress.

Why Choose Us

Experience
Established in 1985, we've guided clients through numerous tax changes.
Personalised Service
We understand that each client's needs are unique.
Transparent Fees
Fixed-fee packages with no hidden costs.
Proactive Approach
Keeping you informed and prepared ahead of deadlines.

Next Steps

1.Schedule a Free Consultation: Let’s discuss your specific situation.
2. Choose a Service Package: Select from our Bronze, Silver, or Gold packages tailored to your needs.
3. Relax: We’ll handle the rest, ensuring you’re MTD-ready well before the deadline.

Get In Touch

Looking for MTD help for Sole Traders, Landlords & Small Businesses? Download our free guide.

Click here to download

Prior to setting up a new business on October 2021, I was recommended by a family member who has been using Don Roper Accountant Ltd for over 30 years to contact Lisa to talk through options. From starting as a sole trader and later evolving it into a limited company Lisa and her team have been key to our decision making regarding our business and personal finances. Using multiple platforms (e.g. WhatsApp group, Teams/Zoom etc) the communication and response times to any accountancy queries are excellent and as such I would highly recommend Don Roper Accountant Ltd for both personal and business accountancy services.
Stuart Ford – Stuart W Ford Project Management Ltd
More than happy to share and for you to use it on your website….. I started a new business, and it was my first time being self-employed. I was recommended Lisa Roper. I was nervous and I had no idea what to expect having worked most of my life for someone else. Lisa’s personal approach, speedy response, and patience with every single one of my stupid questions was exceptional! During the first chat, I had all my immediate questions answered, knew the plan going forward and exactly what was expected of me and what Lisa would be doing for me. I was so happy that it took all the pressure off and everything was sorted within a few weeks. I have since asked more questions and all have been answered, with Lisa even calling me to talk it through rather than just reply to my email. I would thoroughly recommend Lisa to anyone that needs this service.
Colin Harding – CAH Energy
The team at DR Accountants are proactive, helpful and friendly providing us with the highest level of support for our business. They are always on hand to advise on the ever-changing landscape of company finances and if a query presents itself that is not within their expertise, they are forthcoming in pointing us in the right direction to a respected specialist who can assist us. I highly recommend Lisa and her wonderful team.
Alicia Store – Navigatx Ltd
I have used Don Roper since the inception of my business through a recommendation of an industry colleague. They were extremely helpful in giving me advice and guidance in setting up the company and the many protocols to follow. They also take care of the companies day to day accountancy which gives me peace of mind as they are prompt and thorough. The biggest benefit for me personally is being able to pick the phone up and have a conversation with Lisa and team to get informed answers on queries I have. I would highly recommend Don Roper.
Rory Sherlock - Sherlock Projects Ltd
We have used Don Roper Accountants for many years now. They provide the most professional and efficient service possible, but additionally are approachable, friendly and accommodating End of the month Payroll is now seemless and Lisa makes all complicated things possible!
Bryony Holloway & Paul Wedge
Don Roper were so approachable making me feel immediately at ease and comfortable to discuss all my financial matters and along with their expert knowledge I know I am in the best hands.
June Cain
I had contacted a few accountants prior to finding Don Roper Accountants. During my very first conversation with Lisa I knew she was the one to go with. She put my mind at ease immediately with her knowledge and expertise and explained in a detailed and reassuring manner a pathway forward for my tax affairs. I would highly recommend Lisa and her team.
Lisa Williams
Lisa at DonRoper Accountants stepped in when two sudden bereavements in our courier company management caused huge problems. From having no prior knowledge of the company she was able to sort out our finances, both business and personal in a professional and friendly manner. Very accessible for questions and advice when needed. 5* recommendation.
Barbara Jerrome

Contact us about our
Self Assessment Tax Returns Services

Address
Don Roper Accountant Ltd.
Linden Lea
Allington Lane
West End, Southampton
SO30 3HQ
Don Roper Accountant Ltd.
Telephone
023 8047 7864
Email
lisa@donroperaccountant.com
Business Hours
Monday8:30 am - 7:30 pm
Tuesday8:30 am - 7:30 pm
Wednesday8:30 am - 5:30 pm
Thursday8:30 am - 5:30 pm
Friday8:30 am - 5:30 pm
Contact Form

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