Individual Tax Return
Perfect for non-trading individuals who need a tax return — because their situation may involve having a rental property in addition to a salary, deducting work-related expenses, renting out a room in their residence, or being a subcontractor entitled to a Construction Industry Scheme (CIS) tax refund.
Is it for me?
If someone isn’t trading as a business but still needs to file a self assessment — for example because of rental income, a CIS refund, work expenses, or a lodger — this package covers their personal tax return.
Who it suits
Non-trading individuals with a self assessment obligation who want it handled accurately and on time, without needing a full business package.
What’s included
A focused package covering everything needed to get a personal tax return right, without the overheads of a business package.
Personal tax returns:
Preparation and submission of your self assessment tax return online to HMRC, complete with a personal report for your reference.
Review consultation:
A short session to go through your income sources and check for any allowable expenses or reliefs before submission.
Client portal access:
24/7 availability to view completed documents and upload necessary paperwork.
Regular updates:
Timely reminders for important self assessment dates via email.
A team of accountancy experts:
Support making sense of your personal tax position and what you’re entitled to claim.
*Sage and Dext are third-party software providers; any changes on their side are reflected accordingly.
Additional extras
Optional add-ons available alongside this package, should the client need them.
- Tax investigation insurance
- Accountant reference
Need a tax return sorted?
Enquire about the Individual Tax Return package and we’ll be in touch to talk through next steps.