Filing your Self Assessment with Finmo
1. Answer a few questions
Our user-friendly tax return portal makes filing your Self Assessment easy. Unlike with HMRC’s site, our handy prompts, questions and explanations help you pull all the information you need together. You can go at your own pace too – leave your return and come back to it later, if that suits you.
2. Tell us about your income and expenses
Upload your own income and expense spreadsheet, 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 with any tax questions you have through the year, and then with every stage of your Self Assessment when you file.
4. Upload your documents
When you decide to file, we’ll guide you through uploading the right documents, like 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 optimise your tax return. Then, with your sign-off, we’ll submit it for you.