Frequently Asked Questions

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.

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.

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.

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.

Here's what we typically need to calculate and file your CGT return:

• Your completion statement from your solicitor (this shows the sale price and any deductions at completion)
• Your original purchase completion statement showing what you paid and any associated costs at the time
• Receipts or records of any capital improvements made to the property during your ownership (extensions, loft conversions, new kitchens — general maintenance doesn't count)
• Details of how the property was used over your ownership period (main home, rented out, vacant, shared use)
• If it was let at any point, approximate dates and rental income figures

You don't need to have everything perfectly organised before getting in touch. Fill in our CGT form with what you have and we'll tell you exactly what else we need.

They're separate obligations, and both may be required.

The 60-day CGT return is a standalone filing that must be done within 60 days of completion — it's not part of your annual Self Assessment return.

If you already file Self Assessment, you'll also need to declare the gain on your annual return for the tax year the sale took place in, even though you've already reported it via the 60-day return. The tax itself is paid via the 60-day return; the Self Assessment entry reconciles it for the full year.

It sounds like double admin, but we handle both as part of our service. If you need a CGT return plus a Self Assessment return for the same year, message us on live chat and we'll work out the best way to handle everything together.

Yes, you can still file — and you should do so as soon as possible.

HMRC will charge a late filing penalty automatically once the 60-day window has passed, and interest accrues on any unpaid tax. But the longer you wait, the more these charges build up.

Filing late is always better than not filing at all. HMRC may also consider the circumstances of the delay when deciding whether to pursue further action.

Message us on live chat right away and we'll file as quickly as possible to stop anything else building up.

The 60-day clock starts from the completion date, not the exchange of contracts.

Completion is the day the sale legally finalises — when the money changes hands and the keys are handed over. Exchange can happen weeks before this, but it doesn't start the clock.

It's 60 calendar days from completion, including weekends and bank holidays. For example, if your property completed on 1 July, your deadline would be 29 August.

Don't leave it close to the deadline — we need time to gather the information and file on your behalf. Message us on live chat as soon as completion happens.