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Let's get started with your Self-assessment Tax Return

This form should only take around 5 minutes to complete.

Once you have completed this form, your accountant will be notified and will start work on your Tax Return. When your accountant has prepared your Tax Return, they will send you a copy via DocuSign to review and sign off. When you have signed, we will then submit it to HMRC and any rebate due will be paid directly to your bank account.


Please have the following to hand before starting this form:

Your Income and Expenditure Amounts
Passport or Drivers License
National Insurance Number
UTR Number (unless you don't have one yet)

Need help? Call us on 0330 043 0211

What tax year are you completing this form for?

Personal Details

Please enter the information below required to prepare and submit your Tax Return
Step One

Income & Expenses

Please enter your income and expenses for year you selected at the top of the form.
Step Two
£
£
£
£

Bank Account

This is the account any rebate due will be paid into
Step Three

Identification (ID)

For compliance we are required to check your ID. Please take a picture / upload a picture of either your passport or drivers license by selecting one of the options below. Only one is required.
Step Four
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Thank you, we have received your submission.

Your accountant has now be notified and will start work on your Tax Return. When your accountant has prepared your Tax Return, they will send you a copy via DocuSign to review and sign off. When you have signed, we will then submit it to HMRC and any rebate due will be paid directly to your bank account.

Please note that the time it takes for you to receive a tax refund (if one is due) is dependent on HMRC current processing times and is out of our control. You should normally receive your refund within 8 weeks. If after 8 weeks you have still not received your refund please contact your accountant and they will contact HMRC for an update.


Thank you for choosing Suretax.
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