Self Assessment essentials for accountants

This article explains how Self Assessment works in FreeAgent for your sole trader, unincorporated landlord and limited company director clients. It also explains how to file a client’s Self Assessment tax return and make corrections if you need to.

If Self Assessment has been enabled for your practice, you can use FreeAgent to file a client’s Self Assessment return to HMRC if they are a sole trader, limited company director or unincorporated landlord.

If your client is a partner, secretary, shareholder or employee, you won't be able to use FreeAgent to file their Self Assessment return to HMRC, but you can refer to the information that FreeAgent generates when you come to file their tax return outside of FreeAgent.

Please note that FreeAgent's Self Assessment functionality won't be available if your client has a universal account type.

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You might find the following articles useful for dealing with Self Assessment in FreeAgent:

How Self Assessment works for sole trader clients

You can complete the following pages of the Self Assessment tax return for sole trader clients in FreeAgent:

  1. The Main Return page
  2. The Employment page(s)
  3. The Self-employment page
  4. The UK property page (SA105)
  5. The Tax Adjustments page

Please note that some pages aren’t supported.

You might find the following articles useful for dealing with Self Assessment for sole traders in FreeAgent:

How Self Assessment works for unincorporated landlord clients

You can complete the following pages of the Self Assessment tax return for unincorporated landlord clients in FreeAgent:

  1. The Main Return page
  2. The Employment page(s)
  3. The Self-employment page
  4. The UK Property page
  5. The Tax Adjustments page

Please note that some pages aren't supported.

You might find the following articles useful for dealing with Self Assessment for unincorporated landlords in FreeAgent:

How Self Assessment works for limited company director clients

You can complete the following pages of the Self Assessment tax return for limited company director clients in FreeAgent:

  1. The Main Return page
  2. The Employment page(s)
  3. The Self-employment page
  4. The UK property page
  5. The Tax Adjustments page

Please note that some pages aren’t supported.

You might find the following articles useful for dealing with Self Assessment for limited company directors in FreeAgent:

How to file Self Assessment in FreeAgent

Before you can file your client’s Self Assessment tax return, you’ll need to make sure that all of their bank transactions have been explained for the tax year that you’re filing for.

If you’ve been running payroll for your client, you’ll need to have filed or marked as filed month 12 payroll for the tax year in question.

You might find the following articles useful for filing Self Assessment in FreeAgent:

How to make corrections to a client’s Self Assessment tax return

If you find that there are errors on a client's Self Assessment return after you’ve filed it to HMRC through FreeAgent, you can unlock the return to make the corrections and submit an amended return if it’s within HMRC’s deadline for making corrections.

Find out how to correct a locked Self Assessment tax return in FreeAgent.

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