Completing a self-assessment tax return can feel daunting. The rules change regularly, deadlines creep up quickly and even simple mistakes can lead to penalties. We take the stress out of the process and make sure you get it right, first time.

At Lewis & Co, we prepare and file self-assessment tax returns for individuals in a wide range of circumstances — from business owners and landlords to those with investments, pensions or other sources of income.

You’ll have reassurance that your tax return is accurate, submitted on time and makes full use of any allowances and reliefs available to you.

Who Needs to Complete a Self-Assessment Tax Return?

You need to complete a self-assessment tax return if any of the following apply to you:

• You earned more than £1,000 in the previous tax year from self-employment or as a sole trader.
• You’re a partner in a business partnership.
• You receive income from property, savings, dividends or other investments.
• You need to declare Capital Gains Tax.
• You have income from overseas.
• You need to claim certain tax reliefs or allowances.
• HMRC has asked you to complete a return.

The Benefits of Using Lewis & Co for Self-Assessment

Working with us gives you far more than just a completed tax return. You’ll benefit from:

• Expert advice on allowable expenses, reliefs and exemptions.
• Capital Gains Tax (CGT) support — helping you manage liabilities, exemptions and planning opportunities.
• Tax planning to reduce liabilities and avoid overpayments.
• Guidance on how to report all sources of income correctly.
• Preparation for Making Tax Digital (MTD) with advice on systems, software and reporting requirements.
• Assurance that deadlines are met, mistakes are avoided and HMRC requirements are fully covered.
• Less hassle — we handle the process and deal with HMRC on your behalf.

You will incur a cost when an accountant completes your return, but you are far more likely to save money — we know the reliefs available and exactly what you can and can’t claim.

Making Tax Digital (MTD) for Income Tax

MTD for Income Tax is being phased in and will change how records are kept and how information is submitted to HMRC:

• From April 2026: applies to self-employed individuals and landlords with annual income over £50,000.
• From April 2027: extends to those with income over £30,000.
• From April 2028: extends to those with income over £20,000.

In a nutshell, you’ll be required to keep digital records and submit quarterly updates via HMRC-approved software (current plans are that tax is still paid annually).

We’ll make sure you’re fully prepared and compliant — advising on suitable accounting software, helping you keep digital records and managing submissions on your behalf.

Why This Matters

Tax shouldn’t keep you awake at night. We’ll give you friendly, expert support to keep your affairs in order, avoid penalties and make sure you’re not paying more tax than necessary.

Feel confident everything’s covered. Contact info@lewisandco.biz for more information about our self-assessment services.