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.

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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.

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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.

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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.

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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.

What if I've missed filing for previous tax years?

Yes, we can file returns for previous tax years.

Late returns can still be filed, and it's always better to file late than not at all — penalties stop growing once the return is submitted.

HMRC can go back up to 20 years in cases of serious non-compliance, but for most people the main concern is the last few years. We'll handle each year separately and let you know what penalties or interest may apply.

Message us on live chat and we can talk through your situation, or book a call with us if you'd prefer.

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Can you handle foreign income, crypto or RSUs?

Yes, all of these fall under our £199 Advanced Tax Return.

Cryptocurrency disposals need to be reported as capital gains, and any staking or mining income may also be taxable.

Foreign income needs to be declared even if tax has already been paid abroad, though you may be able to claim Foreign Tax Credit Relief to avoid being taxed twice.

RSUs and share options can be particularly complex — the taxable event, the amount liable, and how to report it depends on the scheme type.

We handle all of these regularly and will make sure everything is done correctly.

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What documents do I need to provide for a tax return?

It depends on your income sources, but here's what's typically needed:

  • Your P60 or P45 from your employer
  • Bank statements or summaries showing savings interest received
  • Dividend vouchers or an investment platform summary
  • Self-employment income and expenses for the year
  • Rental income figures and allowable costs
  • Any pension income details
  • P11D if your employer provided benefits

You don't need to have everything perfectly organised before you start — fill out our form with what you have and we'll tell you exactly what else we need.

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What's the difference between the £149 and £199 tax return options?

The Simple Return at £149 covers most straightforward situations: employment income alongside freelance or self-employment earnings, rental income from one or two properties, dividend income, or savings interest. If your tax affairs are fairly standard and all your income is UK-based, this is the right option.

The Advanced Return at £199 is for more complex situations, including:

  • Cryptocurrency gains or income
  • Foreign income or overseas employment
  • RSUs, EMI options, or other share schemes
  • Income from multiple properties
  • Director's salary and dividends
  • Any situation where you're not sure what you owe

Not sure which applies to you? Fill out our form and we'll confirm before you pay. Or message us on live chat.

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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 costs can I deduct from Capital Gains Tax on a UK property?

Several costs can be deducted from your gain, reducing the amount of CGT you pay. They fall into three categories.

Selling costs: estate agent fees, solicitor fees, and any costs directly related to the sale.

Buying costs: the original purchase price, solicitor and surveyor fees, and Stamp Duty Land Tax paid at purchase.

Improvement costs: the cost of capital improvements made to the property during your ownership — things like extensions, loft conversions, new kitchens or bathrooms that added value.

What you can't deduct: general maintenance and repairs (fixing a boiler, repainting, replacing like-for-like fittings), mortgage interest, or insurance costs.

The formula is: sale proceeds, minus allowable selling costs, minus original purchase price and buying costs, minus capital improvements.

Each of these deductions is applied as part of our CGT filing service — you don't need to calculate anything yourself. Just share the relevant receipts and documents and we'll handle the rest.

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Can I deduct estate agent fees from Capital Gains Tax?

Yes. Estate agent fees are one of the allowable costs you can deduct when calculating your capital gain, which directly reduces the amount of tax you owe.

Here's what you can deduct from the sale price:

  • Estate agent or auctioneer fees
  • Solicitor or conveyancer fees on the sale
  • Any advertising costs related to the sale

You can also deduct costs from the original purchase:

  • The price you paid for the property
  • Solicitor and surveyor fees at the time of purchase
  • Stamp Duty Land Tax paid when you bought it
  • The cost of any capital improvements made during your ownership, such as an extension or loft conversion

General maintenance and repairs don't count as improvements and can't be deducted.

Getting these deductions right can make a significant difference to your bill. If you're unsure what qualifies, message us on live chat.

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I live overseas. Do I still need to file a CGT return for a UK property sale?

Yes. Non-UK residents are required to report the sale of UK residential property to HMRC within 60 days of completion, regardless of whether any tax is owed.

This applies even if you made a loss or the gain is fully covered by Private Residence Relief. The reporting obligation still stands.

Non-residents may also be subject to Non-Resident Capital Gains Tax (NRCGT), which has applied to UK residential property sales since April 2015. The tax calculation for non-residents can be more complex, particularly around the rebasing rules that apply to property owned before April 2015.

We handle non-resident CGT returns regularly. Message us on live chat and we'll confirm what applies to your situation, or book a call with us if you'd prefer to talk it through.

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What's the difference between Solo, Joint and Trio CGT filing?

Our CGT filing options are priced based on the number of owners on the property title.

Solo (£299): for a single owner. Covers the full gain calculation, all applicable reliefs, and filing with HMRC within the 60-day window.

Joint (£449): for two owners selling together — typically a couple, but also applies to friends or investors who co-own a property. We calculate and file for both owners in one service.

Trio (£598): for three owners on the same title — common with inherited properties where siblings jointly own the estate. Covers all three owners in one filing.

All options include the full gain calculation, relief checks (including Private Residence Relief and Lettings Relief where applicable), and submission to HMRC.

Not sure which applies to you? Check the property title or message us on live chat.

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