Bring your tax year into one clear preparation process.

Start with the whole tax-year picture

A Self Assessment return can draw on more than one part of your financial life. Yudey helps organise the agreed preparation around the tax year, income sources and circumstances you describe. Employment, self-employment, property income and investment records may come from different places. We identify the relevant information before treating a single business spreadsheet as the complete return file.

HMRC's guidance explains the Self Assessment process and the responsibilities associated with a return. ^[1] Whether a return is required and which information belongs in it need assessment for your circumstances. The proposed engagement distinguishes registration, preparation, submission and other reporting. We do not assume that having filed in an earlier year settles every question about the current position.

Gather information by source

The agreed checklist can identify employment documents, business summaries, property records and other statements relevant to the scope. We ask about income that may not appear in the most obvious accounts, and whether any figures remain provisional. Supporting documents help establish amounts and dates. Missing evidence is recorded for follow-up rather than replaced by a guess to finish the return quickly.

We also ask about tax already deducted, previous payments and relevant notices. These are separate from income figures and need their own support. If you have more than one business or a change in circumstances during the year, the preparation may require additional schedules. The quotation explains the sources covered and how further complexity would be handled.

Consider residence and jurisdiction-specific questions

Residence, overseas income and moves between countries can materially change the work required. Tell us about those facts at the outset, including a move within the UK where relevant. Scottish income tax is considered separately when it applies. We do not assume that a general UK return service resolves a complex residence or cross-border question without the appropriate professional assessment.

A specialist scope may also be needed for disposals, unusual investments or earlier omissions. We identify those questions before the return is finalised. The service does not promise a refund or a predetermined tax result. Its purpose is to support preparation based on the facts and applicable requirements, with limitations and unresolved issues visible to you.

Review the draft before approval

The proposed process can include a draft return, calculation and explanation of material questions. You have an opportunity to check the information and identify omissions before approval. We distinguish confirming personal facts from the professional analysis of their treatment. The approved version should be clear, especially if new information arrives after an earlier draft was discussed.

Where submission is included, suitable agent authorisation and a filing route are established. Do not send HMRC passwords, identity documents or protected references in the initial form. We agree how necessary information will be provided after the scope is accepted. Preparing a draft does not itself authorise submission or demonstrate that HMRC has received the return.

Plan for payments and follow-up

The handover can identify payment information and relevant dates within the agreed scope. A tax return service does not automatically make payments from your account or reconcile every historic statement. We explain what has been calculated, what has been submitted and which actions remain yours. If payments on account or other timing issues need explanation, the included support is stated in the proposal.

Making Tax Digital obligations, historical amendments and HMRC enquiries may require separate work. If you already have a notice or overdue position, provide the dates promptly. Sending an enquiry does not extend a deadline or establish that your matter has been accepted. We assess the records and available professional capacity before agreeing the timetable.

Request your preparation proposal

Fees depend on the number and complexity of income sources, record readiness and additional questions. The written GBP quote identifies applicable VAT, included review rounds and whether submission is covered. Begin with the tax year, broad income categories and any residence changes or deadlines. We will clarify a focused information request before collecting the detailed personal tax file.