Sole Trader Accountant | Foundation

MTD & Self Assessment Support

Making Tax Digital Offer

Pay in full before 5 April and get:

✔ 2 months free

✔ Cash flow forecast, KPI tracker & goal planner templates

✔ Everything set up properly for the new tax year

No discovery call needed. Get started today. 👌

Pricing

Monthly Fee
£80 per month + VAT

One-off Onboarding Fee
£35 + VAT

A one off onboarding fee applies when starting this package.
This covers client onboarding, AML identity verification, setting up your client file, and preparing your account for ongoing service.

How This Works

Add the package to your cart and complete checkout.

Our team will then contact you to begin onboarding.

We complete identity verification and set up your client file.

Your monthly Direct Debit is established and your accounting support begins.

Simple Sole Trader Accounting Support

Sole Trader Foundation is designed for organised business owners who manage their own bookkeeping but want an accountant to ensure their tax compliance is handled properly.

This package includes quarterly Making Tax Digital (MTD) submissions and preparation and submission of your annual Self Assessment tax return.

Many sole traders choose this option when they prefer to remain hands-on with their finances but want the reassurance that their tax filings are accurate and submitted to HMRC on time.

What’s Included

• Quarterly Making Tax Digital (MTD) submissions
• Annual Self Assessment preparation and filing
• Tax computation
• Approval email before submission
• One reminder for quarterly MTD information
• One reminder for Self Assessment information

Support Included

Email support is available for compliance queries relating to the submissions we are responsible for.

What’s Not Included

• Bookkeeping
• Monthly financial reports
• Tax planning
• Business advice
• Calls or Zoom meetings

Important Information

Quarterly MTD submissions and Self Assessment tax returns are prepared using the figures and records you provide.

Under this package we do not review or verify bookkeeping records unless this has been specifically agreed as part of a higher level of support.

It is the client’s responsibility to ensure that the bookkeeping records and figures provided are complete and accurate.

Who This Package Is For

This package is suitable for:

• Sole traders who manage their own bookkeeping
• Small businesses needing help with Making Tax Digital submissions
• Business owners who want their Self Assessment handled by an accountant

Looking For More Support?

If you would prefer us to handle your bookkeeping and provide ongoing financial oversight, you may wish to consider our Sole Trader Accounting | Structure package… which includes monthly bookkeeping and financial support.