HMRC recognised HMRC recognised software

How to File Your
Self Assessment
as an Individual

File your UK Self Assessment tax return easily with our step-by-step guide. Avoid penalties, calculate tax correctly, and submit to HMRC in under 30 minutes.

Read the Guide
8 steps to HMRC
Return Submitted
HMRC confirmation received
All Records Ready
Income & expenses organised
Auto Calculated
Tax & NIC calculated
Secure Filing
256-bit encrypted
1Register
2Authorise
3Prepare
4Income
5Expenses
6NIC
7Review
8Submit
Step-by-Step Guide

Self Assessment Filing Process

Follow these 7 simple steps to file your Self Assessment tax return correctly and avoid HMRC penalties.

1

Register for Self Assessment

Register with HMRC and apply for your UTR number. This is required before you can file your return.

2

Authorise HMRC Access

Connect your HMRC account using your Government Gateway credentials. This secure OAuth authorisation allows our software to communicate with HMRC on your behalf.

3

Gather Required Information

Collect your income records, expenses, NI number, P60/P45, rental income, dividends, and bank statements.

4

Calculate Your Income

Report all income sources including employment, self-employment, rental income, dividends, and foreign income.

5

Deduct Expenses

Claim allowable business expenses like travel, office costs, marketing, and professional fees.

6

Calculate NIC

Calculate your Class 2 and Class 4 National Insurance contributions based on your profits.

7

Review Your Return

Double-check all details including income, expenses, and personal information before submission.

8

Submit to HMRC

Submit your tax return online and pay your tax bill before 31 January deadline to avoid penalties.

ITSA Quarterly Filing

Review Every Figure Before You Submit

Before your quarterly return is sent to HMRC, you'll see a clear breakdown of your self-employment income and every expense line. The system auto-calculates your taxable profit — no manual maths needed.

Automatic income & expense calculations
Allowable and disallowed expenses shown side by side
Taxable profit calculated instantly from your figures
HMRC confirmation receipt with reference number
Covers SE, UK property and foreign property filings

Quarterly Filing

Self-employment · Q2 2024–25
Business Smith Consulting
NI Number AB123456C
Period Apr – Jun 2024
Self Employment Income
Sales (Turnover)£17,000
Other Business Income£1,500
Total Income£18,500
Self Employment Expenses
Expense Category Total Disallowed
Wages & Staff Costs£1,200£0
Car & Travel Expenses£480£120
Premises & Insurance£650£0
Advertising Costs£300£50
Professional Fees£900£0
Other Business Expenses£700£80
Total Expenses £4,230 £250
Templates

Self Assessment Record Templates

Download our pre-built templates that follow HMRC's ITSA algorithms. Simply enter your figures and upload — the system does the rest.

Income Summary Template

Track all income sources including self-employment, salary, rental income, dividends, interest, and foreign income in one structured format.

Expenses Tracker Template

Record allowable expenses such as travel, office costs, marketing, insurance, and professional fees to ensure accurate tax calculation.

Why 11taxassist

Built for Simple & Stress-Free Self Assessment

Everything you need to file your Self Assessment tax return correctly, avoid penalties, and stay compliant with HMRC rules.

HMRC Aligned

Built according to HMRC Self Assessment rules, ensuring accurate and compliant submissions.

Avoid Penalties

Stay on top of deadlines and reduce the risk of £100 fines and additional HMRC penalties.

All Records in One Place

Organise income, expenses, and documents in a structured way for easier filing.

Accurate Tax Calculations

Calculate Income Tax and National Insurance correctly based on your reported income.

Secure & Confidential

Your financial data is protected with strong encryption and secure access controls.

Complete Record Keeping

Keep records for up to 5 years and download summaries for future reference or HMRC checks.

Self Assessment Filing — Just £5.99 per Return

No subscriptions, no hidden fees. Pay only when you file your Self Assessment tax return. Regular price £15.99 — you save £10.00 (63% off).

Perfect for self-employed individuals, freelancers, landlords, and anyone with additional income to report.

Includes HMRC-aligned filing, automatic tax & National Insurance calculations, error checks, and secure online submission before the 31 January deadline.

Frequently Asked Questions

Frequently Asked Questions About Online VAT Filing & MTD Self Assessment

Find answers to the most common questions about our online tax filing service.

Is your software recognised by HMRC?
Yes. Our software is an HMRC-recognised MTD filing solution, allowing you to submit VAT returns and Self Assessment updates directly to HMRC through their official API.
Do I need to sign up for MTD with HMRC before filing?
Yes. Before submitting returns through our software, you must first sign up for MTD with HMRC and authorise our software to connect to your HMRC account via Government Gateway.
How secure is my personal information?
We use bank-level 256-bit SSL encryption and follow strict UK GDPR standards. All your data is stored securely in UK-only data centres and never shared with third parties.
Can agents use 11taxassist on behalf of clients?
Yes. Tax agents can use our HMRC-recognised platform to file both VAT returns and MTD quarterly updates plus Final Declarations on behalf of clients. Agents need an Agent Services Account (ASA) and must be authorised by their client through HMRC's digital handshake process.
Is 11taxassist a registered UK company?
Yes. 11taxassist Limited is a UK-registered company (Company Number: 16416027) registered with Companies House. Our registered office is at 6 Alexander Court, Baker Street, Reading, England, RG1 7XZ.
Do you offer a money-back guarantee?
Yes. If your return fails to submit to HMRC due to a fault on our software, we will refund your filing fee in full — no questions asked. Our 99.8% success rate speaks for itself.
What is Making Tax Digital (MTD) for VAT?
Making Tax Digital (MTD) for VAT is an HMRC initiative requiring VAT-registered businesses to keep digital VAT records and submit VAT returns using MTD-compatible software. It became mandatory for all VAT-registered businesses from April 2022, unless exempt.
How often do I need to file VAT returns?
Most VAT-registered businesses must submit quarterly VAT returns (4 times per year). Each quarterly return covers a 3-month period and must be submitted within one month and 7 days of the end of the quarter.
Who must follow the MTD for VAT rules?
All VAT-registered businesses must comply with MTD rules, regardless of turnover, unless they have an exemption approved by HMRC. New VAT-registered businesses are automatically enrolled. Those below the VAT threshold may opt in voluntarily.
What are the requirements for MTD-compatible VAT filing?
  • Keep VAT records digitally using MTD-compatible software
  • Submit VAT returns electronically via an API (not the HMRC portal)
  • Maintain digital links between all data sources to avoid manual entry
  • Preserve digital VAT records for at least six years
Can I upload my VAT data from a spreadsheet?
Yes. 11taxassist supports Excel spreadsheet upload for VAT returns. You can prepare your VAT figures in a spreadsheet and upload them directly into our platform. The software will validate the data and submit it to HMRC via the MTD API — maintaining a fully digital link.
How do I sign up for Making Tax Digital for VAT?
HMRC automatically signs up VAT-registered businesses for MTD unless exempt. To file VAT returns under MTD, you'll need a Government Gateway account and VAT registration number. Agents must use an Agent Services Account (ASA) to manage clients' VAT returns.
What is MTD for Self Assessment (MTD for ITSA)?
MTD for Income Tax Self Assessment is a new HMRC initiative requiring sole traders and landlords to keep digital records and submit quarterly updates of their income and expenses using MTD-compatible software, followed by a Final Declaration at year-end. It replaces the traditional annual Self Assessment return for those who qualify.
Who needs to use MTD for Self Assessment?
You'll need to use MTD for Income Tax if you are a sole trader or landlord registered for Self Assessment and your qualifying gross income from self-employment and/or property exceeds the threshold: over £50,000 from April 2026, over £30,000 from April 2027, and over £20,000 from April 2028. Partnerships will be included at a later date.
What counts as "qualifying income" for MTD?
Qualifying income is your combined gross income (turnover before expenses) from self-employment and property. This includes UK and overseas rental income. It does not include employment income, dividends, savings interest, or pension income.
How many submissions are required each year?
Under MTD for ITSA you must submit:
  • 4 Quarterly Updates (summaries of income and expenses)
  • 1 Final Declaration (replaces your annual Self Assessment return)
Total: 5 submissions per year.
What is a Final Declaration?
The Final Declaration replaces the traditional Self Assessment tax return for MTD users. After all four quarterly updates, you confirm all income sources are complete and accurate, add any additional income (employment, dividends, etc.), claim allowances and reliefs, and finalise your tax position. It must be submitted by 31 January following the end of the tax year.
What are the quarterly update deadlines?
Q1 (6 Apr – 5 Jul): due 7 August
Q2 (6 Jul – 5 Oct): due 7 November
Q3 (6 Oct – 5 Jan): due 7 February
Q4 (6 Jan – 5 Apr): due 7 May
Final Declaration: due 31 January (following year)
What are the penalties for missing MTD deadlines?
For 2026–27, HMRC will not apply late submission penalties for missing quarterly update deadlines (soft-landing period). However, penalties for late Final Declarations and late payments still apply from day one. From 2027–28, a points-based system applies: each missed deadline earns a penalty point, and after 4 points, a £200 fine per further missed deadline.
Am I exempt from MTD for Income Tax?
You may be exempt if you are digitally excluded (e.g. due to age, disability, or location without reliable internet). If exempt, you must still file Self Assessment in the traditional way. Check your eligibility using HMRC's online tool or contact HMRC directly.
What do I need to get started?
You'll need: a Government Gateway user ID and password, your National Insurance number, your Unique Taxpayer Reference (UTR), and details of your income sources. Register on 11taxassist, connect your HMRC account, and our software guides you through everything.
Do partnerships need to use MTD for Income Tax?
Not yet. HMRC has confirmed partnerships will be brought into MTD for Income Tax at a later date, but no timeline has been set. Currently only sole traders and landlords are required to comply.
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14 Somerstown Court, Reading,
England, RG1 7TY.
Company number: 16416027

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