Self Assessment Outsourcing for UK Accounting Firms
Keep Self Assessment Workloads Under Control
We prepare Self Assessment returns for UK accounting practices, ready for your team to review and file.
Clients Served
A 4.9+ client rating, and your firm keeps review and sign-off.
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
Why Firms Choose SHRM
- Capacity for the January peak: Extra preparation hands around the filing deadline, without a local hiring process.
- You keep sign-off: We prepare each return. Your practice signs it off and submits it to HMRC.
- Works inside your MTD process: Your practice keeps the agent services account and client authorisations. We prepare the figures inside your workflow.
- Clear working papers: Every return comes back with workings your reviewer can follow.
What Our Self Assessment Outsourcing Covers
Tax return preparation
Draft return information prepared from the records and instructions you send.
Working papers
Working papers and supporting schedules that let your reviewer follow each figure.
Income and expense schedules
Employment, self-employment, property, investment and other income, with unclear items flagged.
Tax computations
Supporting computations where included in the agreed scope.
Client query lists
Missing records turned into a clear list your team can send to the client.
How Our Self Assessment Outsourcing Process Works
Free consultation and scope
Tell us what you want to hand over, your volumes and your deadlines. We confirm the scope and who does what.
Pilot batch
We prepare a small batch of returns first so you can check the quality before the January rush.
Prepare and raise queries
Missing records go onto one query list for your team to resolve with the client.
Review and ongoing delivery
Finished work comes back with workings and notes. Your team reviews it, and we move to regular delivery once you're happy.
Need More Self Assessment Capacity?
Tell us about your Self Assessment workload and deadlines, and we’ll talk through how we can help.
Common Questions About Self Assessment Outsourcing
Typical Self Assessment clients. Send us your list and we'll confirm the scope before we start.
We prepare each return for your review. Your practice signs it off and submits it to HMRC.
Yes, we work within your MTD for Income Tax process. Your practice keeps the agent services account and client authorisations, and we prepare the figures inside your workflow.
Yes. Many firms hand over a defined group of returns before 31 January.
