Filing your tax return with Finmo
1. Jump on a quick call
Book in a call with one of our team. We’ll ask you a few questions about your situation to make sure that we sort a plan and price that works for you.
2. Tell us about your income and expenses
Send us your income and expenses for the year, or pull up your bank transactions (read-only) in our secure, FCA-regulated app or portal. You can then easily tag all of your income and expense transactions.
3. Partner with an accountant
When you choose one of our Self Assessment plans, you’ll get partnered with a licenced accountant. They’ll help you sort your tax refund with ease.
4. Upload your documents
When you decide to file, we’ll guide you through uploading the right documents, like CIS statements, a proof of ID and address. We’ll also tell you what receipts you might need, like for business purchases over £1000.
5. Let us take care of the rest
One of our licenced accountants will review and make sure your tax return is done properly. Then, with your sign-off, we’ll submit it for you.
We’ve created a better way to manage tax.
Just ask our customers
“Finmo was a great option for me when it came to dealing with taxes as a freelancer. It’s easy to use and the team is knowledgeable and helpful. Would recommend!”
“Really easy to use the software, and JD from Finmo was excellent in terms of being prompt, available and above all helpful :).”
“Had a great experience with Finmo and would definitely recommend. Being able to ask questions specific to my situation made everything much easier. Great customer service with a very personal approach, as well as an easy-to-use interface on the app.”
“An easy-to-use platform that finally lets me manage all of my tax stuff in one place. I have a few different sources of income which has always made managing business expenses etc. quite tricky in the past, but now I can streamline the whole process.”
“Thanks for the quick responses, you’re a million times more helpful than my last accountant already…!”
Why use Finmo?
Stress-free tax
Our tax return portal simplifies the Self Assessment process. Unlike with HMRC’s site, our handy prompts, questions and explanations help you pull the information you need together. And we’ll handle all the complicated bits for you.
Expert accountants
Our advisors and accountants work with you to make sure you catch every expense and you get a great tax refund.
Pricing that suits you
Our Self Assessment plans start at £60 and are tailored to how many income sources (e.g. self-employment and PAYE) you need to include in your tax return.
Safe and secure
Finmo uses bank-level security with Open Banking letting you securely pull up your bank transactions (read-only). We make sure your data is safe.