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.
Do I still need to file even if I don't owe any tax?
Yes. If HMRC has asked you to file or you meet the criteria, the return is required regardless of whether you owe anything.
This catches a lot of people out — especially first-time filers who assume no tax means no return. The £100 automatic late penalty applies from the day after the deadline, whether you owe tax or not.
Filing on time, even with a nil bill, avoids penalties and keeps your record clean with HMRC.
I'm employed and pay tax through PAYE. Do I still need to file a Self Assessment?
Usually not, but it depends on what else you have going on.
If your only income is from your employer and tax is deducted through PAYE, you probably don't need to file. But if you also have any untaxed income on top of that — rental income, freelance work, dividend income above £500, or savings interest above your Personal Savings Allowance — you'll need a Self Assessment return to declare it.
The same applies if your total income from all sources exceeds £100,000.
Not sure? Message us on live chat and we'll check for you.
Do I need to file a Self Assessment tax return?
You need to file a Self Assessment tax return if any of the following apply to you in the 2025/26 tax year:
- You were self-employed or a sole trader earning more than £1,000
- You had rental income from a property
- Your total income was over £100,000
- You received dividend income above £500
- You had untaxed income such as tips or commission
- You made capital gains from selling assets like shares or crypto
- You claimed Child Benefit and either you or your partner earned over £60,000
- HMRC sent you a notice to file
If you're not sure whether you need to file, message us on live chat and we'll let you know.
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.