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.