Self Assessment accountant
Self Assessment accountant support for sole traders
Keep the records behind your tax return organised all year, see tax estimates earlier and move from bookkeeping to HMRC submission in one workflow.
- Self Assessment workflow and HMRC submission
- Income and expense bookkeeping support
- Real-time tax estimate dashboard
- Digital documents and record storage
Do the bookkeeping before the deadline pressure
Self Assessment is easier when the underlying records are already organised. LedgeX helps sole traders keep business income, expenses and supporting documents structured throughout the year instead of rebuilding the figures close to 31 January.
Understand what sits behind the return
HMRC uses Self Assessment to collect Income Tax from people whose tax is not fully dealt with through PAYE. Business records such as invoices, expenses, bank information and receipts support the figures reported on the return.
See an estimate before filing
The LedgeX sole trader plan includes a tax estimate dashboard so users can see an indicative position during the year. Final tax depends on the complete circumstances and the information supplied for the return.
Preparing for MTD for Income Tax
Making Tax Digital for Income Tax is being introduced in phases for qualifying sole traders and landlords. Keeping digital records now gives a stronger foundation for the software-supported reporting process required by HMRC.
Frequently asked questions
What is the Self Assessment deadline?
For online returns the usual filing deadline is 31 January following the end of the relevant tax year, subject to HMRC rules and individual circumstances.
Can LedgeX submit a Self Assessment return?
The LedgeX sole trader plan lists Self Assessment and HMRC submission as included services.
What records should a sole trader keep?
Typical records include business income, expenses and supporting evidence such as invoices, receipts and bank information. HMRC publishes detailed record-keeping guidance for individual circumstances.
Is Making Tax Digital changing Self Assessment?
Yes. MTD for Income Tax is being introduced in phases for qualifying sole traders and landlords, with digital records and software-supported submissions forming part of the process.
Official guidance
GOV.UK Self Assessment guidance · GOV.UK Making Tax Digital for Income Tax
Reviewed September 2026
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