Frequently Asked Questions
Got questions? We’ve answered the most common ones about our services, packages, and how everything works.
General Questions
Everything you need to know about how Sorted works, who we are, and how we make tax simple. From turnaround times to security and support — it’s all here.
Is my data secure and GDPR-compliant?
Yes. We're fully GDPR-compliant and take data security seriously. Your documents are uploaded through a secure portal, your personal information is never shared with third parties without your consent, and we hold and process your data in line with UK data protection law.
If you have a specific question about how your data is handled, you can reach our data protection team at dpo@sorted.tax.
Are your fees fixed, or are there hidden charges?
Yes, completely fixed.
Self Assessment Tax Return: £149 for a Simple Return (UK income including employment, freelance, rental, or dividends) or £199 for an Advanced Return (crypto, foreign income, RSUs, share schemes, or multiple income sources).
CGT on UK Property: £299 for a Solo filing (one owner), £449 for a Joint filing (two owners, such as a couple selling together), or £598 for a Trio filing (three owners). All CGT options include a full gain calculation, relief checks, and filing with HMRC within the 60-day window.
Not sure which tier applies to you? Message us on live chat and we'll confirm before you pay anything.
How do I know which service I need?
Our intake form is designed to guide you to the right service based on your situation. If you're still not sure after completing it, message us on live chat and we'll confirm which service fits before you pay anything.
How long does it take to get my return filed?
Most returns are completed within 3 working days of us receiving all the information we need. If your situation is time-sensitive, let us know via live chat and we'll prioritise it.
Tax Return
Got questions about filing a Self Assessment tax return? Whether you’re self-employed, earning extra income, or just unsure where to start — we’ve got you covered.
Can I file my tax return before the deadline?
Yes, and we'd encourage it. You can file any time after 5 April when the tax year ends.
Filing early doesn't mean paying early — any tax you owe is still due on 31 January regardless of when you file. But filing early means you know your bill months in advance, can budget for it, avoid the January rush, and skip the risk of missing the deadline.
If you're due a refund, filing early also means you get it sooner.
We're available to file your return from April onwards — no need to wait until autumn.
What is the Self Assessment deadline for 2025/26?
For the 2025/26 tax year (6 April 2025 to 5 April 2026):
- Register for Self Assessment (if first time): 5 October 2026
- File a paper return: 31 October 2026
- File online and pay any tax owed: 31 January 2027
- Second payment on account for 2024/25: 31 July 2026
Missing any of these deadlines can result in penalties and interest, so it's worth getting your return filed well in advance.
We can file as soon as the tax year ends on 5 April, so there's no need to leave it to January.
What if something changes or I made a mistake after filing?
One amendment is included at no extra cost within 12 months of the original filing date.
If something changes after we've filed — a P60 arrives with different figures, you realise you forgot to include some income, or HMRC queries something — just let us know via live chat and we'll sort it out.
HMRC allows amendments to be made up to 12 months after the filing deadline for that tax year.
Will you make sure I'm not paying more tax than I need to?
Yes. Before we file, we check for any reliefs and allowances you're entitled to — including the personal allowance, trading allowance, property allowance, pension contributions, Gift Aid, Marriage Allowance, and any allowable business expenses.
We won't file until we're confident your return is accurate and as tax-efficient as possible.
If we spot something that could reduce your bill, we'll flag it.
CGT
Selling a UK property? Learn what the 60-day Capital Gains Tax rule means, who needs to file, and how Sorted makes the whole process fast, accurate, and fully hands-off.
What do I actually pay Capital Gains Tax on?
Capital Gains Tax applies when you sell or dispose of an asset that has increased in value. The main ones are:
- Residential property that isn't your main home (second homes, buy-to-lets, inherited property)
- Shares and investment funds held outside an ISA
- Cryptocurrency
- Business assets including goodwill
- Personal possessions worth more than £6,000, such as jewellery or art
Assets that are exempt include your main home (in most cases), anything held inside a Stocks and Shares ISA, your car, and UK government bonds (gilts).
The gain is calculated as the sale price minus the original purchase price and any allowable costs such as legal fees or improvements.
Do I pay Capital Gains Tax when I sell my main home?
Usually not, if it was your main home for the entire time you owned it. Private Residence Relief (PRR) exempts the gain from CGT in that case, and you wouldn't normally need to report the sale to HMRC either.
However, CGT can apply — or PRR can be reduced — in these situations:
- You let the property out at any point during your ownership
- You used part of the property solely for business (not just occasional home working)
- The property wasn't your main home for the entire ownership period
- The garden or grounds are very large (over half a hectare)
In these cases, part of the gain may still be exempt, but you'll need to calculate how much.
If you're unsure whether your sale triggers a reporting requirement, message us on live chat.