If you earn over £100,000 per year or have income from dividends, rental property, foreign income, or capital gains — you're required to file a Self Assessment return even if you're on PAYE.

Who needs to file?

  • Company executives or senior staff earning £100,000+
  • Directors receiving dividends
  • Individuals with property income or capital gains
  • Anyone claiming Child Benefit with income over £50,000

Documents You’ll Need

  • P60 and P11D from employment
  • Dividend vouchers (if you’re a shareholder)
  • Rental statements or property accounts
  • Capital gains details (stocks, crypto, or property sales)
  • Foreign income declarations (SA106)

Things You Can Claim

  • Professional subscriptions
  • Investment management fees
  • Pension contributions
  • Gift Aid donations

Common Sections in the Return

  • SA100 – Personal Self Assessment
  • SA102 – Employment Income
  • SA105 – Property Income (if any)
  • SA108 – Capital Gains
  • SA109 – Residence/Remittance if applicable

Deadlines

  • 31 January – Online submission and final payment
  • 31 July – Second payment on account if applicable
Fixed fee from

From £199 + VAT – High-Income Self Assessment

Designed for higher-rate taxpayers with multiple income streams (salary, dividends, rental, capital gains, foreign income). Typical cases include:

  • Review of employment, bonus and P11D benefits
  • Dividends, rental income and investment income reporting
  • Capital gains calculations for shares, crypto or property
  • Child Benefit High Income Charge and tapered allowance checks
  • Online filing of SA100, SA102, SA105, SA108, SA106/SA109 where needed

More complex cases (multiple properties, large portfolios, complex residency) may be quoted individually after an initial review.

Start Your High-Income Tax Filing
FAQs

Q: Why does my Personal Allowance reduce over £100,000?

A: For every £2 of income above £100,000, you lose £1 of Personal Allowance. We factor this in so you don’t get surprise tax bills.

Q: I earn over £50,000 and get Child Benefit – what happens?

A: You may be subject to the High Income Child Benefit Charge. We calculate the exact amount and include it in your return.

Q: Will I have to make payments on account?

A: If more than £1,000 of tax is due and not collected via PAYE, HMRC may require advance payments towards next year. We’ll explain and calculate these for you.