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Individuals Requiring Self-Assessment

Clear, accurate Self-Assessment support for individuals – filed correctly and on time

Not everyone who needs to submit a Self-Assessment tax return is running a business full-time. Many individuals are required to file because of additional income, director responsibilities, or changes in personal circumstances. The process can feel confusing, especially when you’re unsure what HMRC expects, what can be claimed, or when payments are due.

At Haupa Associates, we prepare and submit Self-Assessment tax returns for individuals with straightforward tax affairs. Our approach is simple: we keep the process clear, make sure everything is compliant, and explain your tax position in plain English, so you know exactly where you stand.


Who this service is for

This service is suitable for individuals who need to submit a Self-Assessment tax return, including:

  • Company directors
  • Individuals with additional income alongside employment
  • Contractors working independently
  • People with occasional self-employed income
  • Anyone who has received a notice to file from HMRC

If you’re unsure whether you need to file, we can help you understand your obligations during a free review call.

Common reasons individuals need Self-Assessment

Individuals often need Self-Assessment due to:

  • Director income (including dividends)
  • Self-employed income alongside employment
  • Side income that HMRC requires to be declared
  • Situations where HMRC has issued a filing requirement

Even when finances are straightforward, the stress usually comes from uncertainty – not knowing what’s required, what documents are needed, or what you’ll owe.


How we help

Our Self-Assessment service is designed to be smooth and clear.

Review of your information

We review your income and any relevant records so that everything is declared correctly and consistently.

Preparation of your tax return

We prepare the Self-Assessment tax return accurately in line with current UK tax rules.

Calculation of tax and National Insurance

We calculate what is due and explain the figures clearly, so you understand the outcome.

Submission to HMRC

Once everything is confirmed, we submit the return to HMRC on your behalf.

Clear guidance on deadlines and payments

We explain what you need to pay and when, helping you plan ahead and avoid surprises.

👉 Learn more about Self-Assessment Tax Returns

Why it’s worth getting Self-Assessment done properly

A correctly prepared and on-time return helps you:

  • Avoid late filing penalties and interest
  • Reduce the risk of errors and future HMRC queries
  • Understand your tax position clearly
  • Ensure income is declared correctly
  • Get peace of mind that everything is compliant

For most individuals, the real value is removing uncertainty and getting it done properly without stress.


Fixed-fee service with clear scope

We offer Self-Assessment as a standalone, fixed-fee service for simple returns.

This is standard practice and ensures the work is completed efficiently and on time.

Simple returns typically include:

  • Employment income
  • Single-source self-employment income
  • Straightforward director returns

If your situation is more complex (e.g., multiple income streams, property income, capital gains, foreign income), we’ll review and quote separately so scope and pricing remain fair.

👉 View our Pricing

What we need from you

To complete your Self-Assessment efficiently, we’ll typically ask for:

  • Income information (e.g., P60s, summaries, invoices)
  • Expense records (if applicable)
  • Any relevant HMRC correspondence
  • Confirmation of any changes in circumstances

Providing complete information early helps us file accurately and avoid delays.


When should you book?

Ideally, don’t leave Self-Assessment until the last minute. Booking early gives you:

  • Time to gather information
  • A clear view of what you owe
  • More flexibility and less stress

If you’re close to a deadline or late, we may still be able to help – but late work is handled as priority and charged upfront.

Book a free 30-minute review

If you need to submit a Self-Assessment tax return and want it handled clearly and professionally, book a free 30-minute review.

We’ll confirm what’s required, explain the process and help you move forward with confidence.

👉 Book a Free 30-Minute Review