Self Assessment, sorted.
We handle your UK tax return end-to-end — from your first login to your HMRC submission. One online portal, one accountant, no paperwork.
From sign-up to filed
Here's how your return moves through the system.
You fill in your details, employment, other income and upload your documents.
We request authorisation to act on your behalf. HMRC posts you a code; you type it in.
You submit everything for review. Your accountant checks and accepts it.
Your accountant categorises your bank statements, prepares expenses and runs the tax computation.
You see your tax summary, review the figures, and sign to approve.
Your return is filed with HMRC. You get the reference number and a receipt.
Both sides work on the same return — no re-typing, no attachments, no spreadsheets.
Everything you need to do, in one checklist
The portal turns your tax return into a guided checklist. Every step shows whether it's complete, ready, waiting or locked — you always know what to do next.
Your Details
Name, date of birth, NI number, UTR, address, trade and banking details. Required fields are validated before you move on, every step saves on its own, and returning clients get everything prefilled from last year.
Employment & Other Income
Also employed? Add each employer with the PAYE reference and P60 figures. Plain yes/no questions cover everything else — capital gains, pensions, foreign income, UK property, partnership, allowances and reliefs. Only the sections you answer "Yes" expand, and everything flows straight into the tax computation.
Documents
A checklist of exactly what your accountant needs, with drag-and-drop upload boxes for each. Uploads are encrypted at rest; preview or replace any document before submission.
Declaration, Signature & HMRC Code
Confirm your information is correct, then sign on a signature pad — finger on a phone, mouse on desktop. One click sends the authorisation request to HMRC; they post you a code (7–10 working days) and you type it into the portal. Status is always visible to both sides.
Tax Summary & Approval
Once your accountant has prepared the figures, see your full income and expenses breakdown, your bill or refund, and a plain-English "How your tax is calculated" explainer. Review, tick the authorisation statement, sign, and approve — a snapshot of exactly what you approved is frozen.
Submission & Records
Your return is filed directly with HMRC. This step shows the reference number, the submission date, and a downloadable receipt PDF. Your return stays available forever.
Built around the rest of your year, too
Pay by card. Download your invoice.
Pay from the portal or a payment link sent by email — secure Stripe checkout, prices include VAT.
Your details carry forward
Personal information persists across returns — update once, use every year.
Multiple years, one login
Your dashboard shows every return — in progress and all completed years.
Over £50,000? We handle Making Tax Digital.
Above the threshold, HMRC requires quarterly updates plus a final declaration. The platform manages the switch automatically.
One pipeline for every client. Nothing falls through the cracks.
Behind the portal sits a full staff workspace — the same data, seen from the practice's side. What the client types appears instantly; every figure you prepare flows back to their Tax Summary.
The client list
Every client in one filterable pipeline — name, reference, stage, payment status, branch. Clients awaiting review are flagged.
The 12-step preparation wizard
Twelve steps mirroring the client’s journey plus the accountant’s work: bank-statement categorisation, editable SA103 totals, a live tax computation that recalculates on every keystroke, and every figure mapped to its official HMRC box.
The admin panel
Practice-wide dashboards: clients by stage, revenue, fees, a complete audit trail, staff roles and branches, per-accountant statistics, and configurable deadline reminders.
Upload a client's bank statements as CSV or PDF and every transaction is categorised into SA103 expense categories, non-allowable items are flagged, and CIS income is matched against contractor statements — ready for your review.
A full UK self-assessment computation — not a rough estimate
Everything the engine covers, at 2025–26 rates.
The same engine produces your Tax Summary, the accountant's computation view, and the downloadable PDF. The number you approve is always the number that gets filed.
Your data is protected at every layer
You're always in the loop — verification on sign-up · payment confirmations with VAT invoice · "HMRC code on its way" · ready to approve · return submitted with reference · deadline reminders. Every email branded, mobile-friendly, sent at exactly the right moment.
Simple pricing
No hidden fees. Pay only when your return is ready to file. All payments processed securely via Stripe.
Ola Accountancy
support@ola-accountancy.com