Francisca Management Services Ltd is a registered Self-Assessment Agents. Our Number for authorising us as your self-assssment agent is: Q8681B
We can complete Directors PAYE self-assessment from your P60, and Sole trader accounts, including all relevant income declaration. Accounts can be prepared from your Excel work sheet or Sage Accounts. We offer a hosted Sage online accounts to our Self-assessment returns clients at an additional cost from £75.

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Self-Assessment Returns

For many, the completion of a Self-Assessment Tax Return is regarded with the same enthusiasm as a tooth extraction.
Submission of your tax return is not optional, so don’t wait for a fine to spur you into action. Be comforted by the fact that we actually ENJOY preparing self-assessment tax returns!

We offer no nonsense, competitively priced and accurate service from £175 plus Vat. Importantly, your return will be prepared using our Sage Taxation specialist tax software not the Inland Revenue online software, a factor we would strongly advise you to check when comparing Services and quotations.

When we have prepared your return, we will ask you to check the details you provided are correct and authorise us to submit it to the Inland Revenue electronically. It’s that simple! We are happy to carry out all communication and receive your Income Information via e-mail or by post.

What we need to complete your Return

Accounts or Financial information to prepare them. We will also require online authorisation to act as your agent, for this we will require your PAYE or UTR reference from your self-assessment form. In most cases the list bellow will be a start but not complete requirements. We will make decision as soon as we have spoken or received your email seeking our appointment. There will be no need to visit us or for us to visit you as we will deal with all information by post and email.

We will require Sage accounts data

• Sage Payroll Data
• SageOne Online
• Final accounts
• P60 or P45
• Any allowable expenses
• If PAYE Client P60 or P45
• Income from abroad
• Any other source of income

Tax return deadlines and late return penalties

31 October: paper returns

If you are sent a notice to complete a Tax Return before or on 31 July and you want to send a paper return you must send the completed return back to HMRC by 31 October.

If you are sent a notice to complete a tax return after 31 July you must send the completed paper tax return back by the later of 31 October or three months following the date of issue of the notice.

For paper returns that reach HMRC by this date they will:

• calculate your tax for you (though you can calculate it for yourself if you want)
• tell you what to pay by the following 31 January
• collect tax through your tax code (if possible) where you owe less than £2,000 unless you tell them otherwise

If the paper return arrives after this deadline you may be charged a £100 penalty.
(Late Partnership returns attract a £100 penalty for each partner. Late Trust and Estate returns result in a £100 charge to the trust or estate).

(There are a very few cases where online tax returns can’t be made. In these cases the deadline by which the paper return must reach HMRC is 31 January. See ‘Deadlines for tax returns that can’t be sent online’ below).

30 December: online returns (for tax to be collected through your tax code)

If you send HMRC your tax return online you must send it back by this date if you want HMRC to collect tax through your tax code (if possible) where you owe less than £2,000. Otherwise you can send it up to 31 January.

31 January: online returns

Where a paper tax return or a notice to complete a tax return is issued before 31 July this is the deadline for sending back an online tax return.

Where a paper tax return or a notice to file a tax return is issued after 31 July the deadline for online filing is the later of three months following the date of issue of the return or 31 January following the end of the year of assessment. send_email.jpg

If the paper return arrives after this deadline you may be charged a £100 penalty. (This is also the deadline for paper returns where there isn’t the option to file the return online. See ‘Deadlines for tax returns that can’t be sent online’ below). (Late Partnership returns attract a £100 penalty for each partner. Late Trust and Estate returns result in a £100 charge to the trust or estate).

Acknowledging the receipt of a tax return

Receipts are not provided for paper tax returns. If you file online you’ll get an immediate, on-screen acknowledgment that HMRC has received your return.

Contact us for additional information: