Practical support from a London-based practice
Self Assessment Tax Return Support
A Self Assessment return may need information from several parts of your financial life. Delakazzi helps individuals and sole traders organise the relevant records, identify unanswered questions and prepare the agreed return. We begin by understanding your income sources and the tax year concerned.
Start with the whole picture
Tell us about changes in work, business activities or other income, including anything you are unsure how to describe. Previous returns provide useful background but should not determine what is reported this year. Matters outside an ordinary personal or business income tax assignment are assessed separately.
Turn records into a supported return
We work from the documents relevant to your circumstances, reconcile significant differences and ask about incomplete information. For a sole trader, the business records need to support income and expenses; personal income information may also be required.
Explain the calculation and next steps
We explain the calculation prepared from the agreed information, the approval required and any amounts or actions arising. Where submission is part of the engagement, we obtain your authorisation first. Registration, payments, earlier-year amendments and ongoing digital reporting are identified separately rather than assumed to be included.
Address missing records early
Missing documents can change the work and time needed. Tell us what is unavailable so we can consider replacement evidence and explain the limitations. Figures should not be guessed simply to complete a form; any use of provisional or estimated amounts requires appropriate treatment and disclosure.
What information will we need?
Start with a brief description of the organisation, the support required, the relevant period and any deadline. If we can take the matter forward, the records requested may include:
- Previous returns and HMRC correspondence
- employment and pension income documents
- bank interest and investment statements where relevant
- sole-trader income and expense records
- details supporting applicable reliefs
- information about changes from the previous year
Do not include confidential records, identity documents, bank information, passwords, detailed allegations or legally privileged material in the public form. We agree a secure method for documents after the relevant acceptance checks.
Important professional boundaries
The written engagement defines what is included.
Preparation, filing, payment and additional advisory work are separate responsibilities. Only the services expressly agreed are included. No tax saving, repayment or particular HMRC outcome is guaranteed.
We establish the records, scope, competence, capacity and deadlines before agreeing an engagement.
Receipt of an enquiry does not mean that Delakazzi has accepted the assignment or agreed to act. Work begins only under written engagement terms.
From first contact to useful work
How we work with you
- 01
Introductory conversation
Tell us the organisation, service, period and deadlines.
- 02
Review requirements
Establish record quality, existing advisers and the work needed.
- 03
Agree responsibilities
Confirm deliverables, fees, records and approvals in writing.
- 04
Prepare & review
Complete the agreed work and explain queries and approval steps.
Your questions
Self Assessment: useful answers
Do I need to complete a Self Assessment return?
That depends on your circumstances and any requirement from HMRC. We can review the information you provide and identify the next step; being employed or having tax deducted does not by itself answer the question.
Can you help if my records are incomplete?
We can assess the gaps and the work needed to obtain or reconstruct supporting information. Additional reconstruction is separately scoped, and unresolved limitations must be made clear.
Does a tax-return service include Making Tax Digital reporting?
Not automatically. Any applicable digital record-keeping or reporting obligations need their own assessment and agreed service arrangements. An annual return engagement should not be assumed to cover those tasks.
Primary sources
Further guidance
- HMRC: Self Assessment overview
- HMRC: personal tax records and missing records
- HMRC: self-employed business records
General information, not advice for a particular organisation. Guidance checked on 6 September 2026; the relevant jurisdiction and reporting period must be confirmed.
A considered next step
Let’s discuss the support you need.
Tell us the service you need, your organisation and any deadline. We will explain the next step and whether an initial review is appropriate.