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.
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 aren’t paying more than you need to.
Pricing that suits you
Our plans start at £119 + VAT. Not sure which plan best suits your needs? Take our quick quiz.
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.
FAQs
This is my first time filing – which plan do you suggest?
Take our quiz! As a first-timer, taxes can seem overwhelming. You might feel like you have a lot of questions, ranging from the seemingly simple to more complex stuff. This is totally normal, which is why we designed our Complete package the way it is. Alongside ongoing support from a Finmo Tax Expert, you’ll also get multiple reviews of your Self Assessment by an accountant. This can be helpful for first-time filers, or people with more complex tax situations (like if you work multiple jobs).
Why would I choose Lite instead of Complete?
If you’ve ever felt like you’re paying your accountant too much for the value they bring to the table, our Lite package could be for you. Typically, people choose this package if this is not their first time filing their taxes. You’ll still get ongoing support from a Finmo Tax Expert, but you’ll just get the one review of your Self Assessment by an accountant. This could be enough for you if your situation isn’t that complex, or you’re more experienced with tax returns in general.
What if I’ve been using a different expense and income tracker?
No worries. If you wanted to import your data without using Finmo’s tracker, we can do that for you. We do this free of charge for those with our Complete package. For those with our Lite package, it’s just an extra one-off fee of £25 + VAT.
What if I don’t want to use Finmo’s app and just want to send in my expense list?
No problem, we can sort this for you. It’ll be free of charge for those with our Complete package, and for those with our Lite package, we’ll charge a one-off fee of £25 + VAT.