Self Assessment Outsourcing Services for UK Accounting Practices
Keep Self Assessment Workloads Under Control
Self Assessment work can place significant pressure on practice teams when large numbers of client files need preparation, queries and review within the same filing period.
Our Self Assessment outsourcing service provides additional preparation capacity while your practice retains control of client communication, technical decisions and final review.
Our Success Rate
We’ve provided self-assessment outsourcing services to thousands of companies across the UK.
What We Need From Your Practice
- Previous year tax return & tax computation
- Current-year client information
- Employment or pension records
- Self-employment records
- Property, income & saving information
- Practice instruction & required completion date
Can Self Assessment Outsourcing Help?
- Personal tax files are building up
- January workloads place pressure on team
- Client numbers are increasing
- Internal preparation capacity is limited
- Senior staff need more time for advisory work
- MTD-related workloads are increasing
What Our Self Assessment Outsourcing Can Cover
Tax Return Preparation
We can support the preparation of draft Self Assessment return information using the records and instructions supplied by your practice. Incomplete information or matters requiring technical judgement can be raised through the agreed query process rather than being assumed.
Working Papers
Structured working papers help your reviewer understand how figures have been prepared and where supporting information has been used. Our preparation process can include agreed working papers and supporting schedules for the client file.
Income & Expense Schedules
Self Assessment files may involve employment, self-employment, property, investment or other income depending on the taxpayer. Relevant schedules can be prepared from the information provided, with unclear items identified for your team to review.
Tax Computations
Supporting tax computations can be prepared where included within the agreed scope. The computation and return information can then be provided to your internal team for technical review and completion.
Client Query Preparation
Missing records are a common reason Self Assessment files stop progressing. Outstanding information can be organised into a clear query list so your practice can resolve the necessary points directly with the client.
How Our Self Assessment Outsourcing Process Works
Agree the Scope
We understand the type and volume of Self Assessment work, your preparation process and the outputs your reviewers require.
Provide the Client Information
Your practice supplies the agreed records, previous-year information and current tax documents.
Prepare & Raise Queries
The agreed tax-return work is prepared and incomplete or unclear matters are identified for clarification.
Need More Self Assessment Capacity?
Tell us about your personal tax workload, client volumes and the preparation support your practice currently needs.
Common Questions Self Assessment Outsourcing
It can include agreed tax-return preparation, working papers, tax computations, supporting schedules and client-query preparation. The exact scope is confirmed before work begins.
Yes. The engagement can be structured around a defined group of client files rather than your whole Self Assessment portfolio.
Yes. The outsourcing workflow can be structured so your practice retains technical review, client approval and final responsibility.
These client types commonly form part of Self Assessment workloads. The exact return types and work SHRM can support should be confirmed during scoping.
Submission responsibility should be agreed before work begins. SHRM should not make a blanket claim that it files every outsourced tax return unless the relevant agent, authorisation and delivery arrangements are confirmed.
MTD requirements and software arrangements should be reviewed during onboarding. HMRC requires agents working with MTD for Income Tax to use the appropriate agent setup and client authorisations.
