Income sources covered
Salary, dividends, pensions, interest, investments, property (incl. foreign), self-employment, partnerships, foreign income, benefits in kind, and share schemes.
What's Included
Personal Tax Services
Comprehensive coverage of all personal tax obligations.
Rental and property tax
Including allowable expenses and finance cost restrictions.
Capital Gains Tax
Capital gains accurately calculated and disclosed, including the 60-day property reporting requirement.
Pension annual allowance
Tapering rules applied and checked for higher earners.
HMRC portal liability reconciled
Discrepancies, interest, and penalties flagged promptly.
Skilled across leading tax return software platforms
Comfortable working across the tools your practice already uses.
Regular staff training
To stay current on HMRC updates.
Forward-looking tax-saving insights
Shared proactively with your team.
How It Works
Working Together, Step by Step
The RMS Way of Handling Self-Assessment Tax Returns.
1
Data Gathering
Information gathered from the client, the HMRC portal, and payroll reports (for company directors), to establish a complete picture of income for the year.
2
Year-on-Year Comparison & Queries
Current year income sources compared against the prior year, with queries raised for any missing information needed to support declared income.
3
Tax Software Preparation
Data entered into the relevant sections of tax return software, structured correctly against each income category.
4
Reliefs Applied & Liability Calculated
Relevant tax reliefs applied, and the actual tax liability calculated in full.
5
Payments on Account Review
Payments on account reviewed, with the current year's total liability and the following year's payments on account confirmed.
6
Report Generation
Key reports generated from the tax software — SA100, SA302 tax calculation summary, tax liability computation, and adjusted profit computation — ready to share with the client alongside the return.
7
Client-Ready Summary
A detailed cover letter prepared — covering what's included in the current year's return, what's changed since last year, and the reasons behind any variance in tax liability — ready for your team's review.
8
Discrepancy Disclosure
Any additional income or tax liability identified that wasn't originally disclosed by the client is clearly flagged and explained to your team.
9
Payment Deadline Confirmation
Final tax liability confirmed, along with the payment deadline — so your team can advise the client with time to prepare.
Tools We Use
Skilled Across Leading Tax Software
Fluent in the platforms your practice already runs on, so onboarding is seamless.
Xero Tax
Insights
All Articles
Short reads on the details that actually move a client's tax bill.
Self-Assessment
Self-Assessment Deadlines Your Clients Can't Miss This Year
Basis Period Reform looks settled now that accounting years align to the tax year — but the transitional profit element is still catching practices out.
Capital Gains Tax
The 60-Day CGT Rule: What Practices Keep Getting Wrong
Clients with both employment and self-employment income can end up overpaying Class 4 NIC — one overlooked box is usually the reason why.
Tax Planning
Ten Ways Personal Pension Contributions Can Backfire on Clients
The tax traps and reporting slip-ups that turn a pension strategy into a tax charge — for you to catch before, not after.
UK Non-Dom Reform
The New FIG Regime: 10 Things Advisers Keep Missing
From 6 April 2025 the old domicile and remittance basis rules are gone, replaced by a residence-based system for foreign income and gains.
Not sure where to start? Let's talk.
If personal tax support feels like the right move but you're still weighing it, get in touch — we'll walk you through exactly how we work before you decide anything.