Sage logo, green on white

Get organised for Self Assessment

Register to watch our free on-demand Self Assessment webinar now. Our panel of accountancy experts will give you top-tier advice on best practice and what you can do now to avoid stress later.

Get organised for Self Assessment


"Currently leading the development of product propositions to support small business accounting and bookkeeping, Jonathan is a self-proclaimed start-up geek who has over 20 years of experience in working with entrepreneurs and small business owners to develop and grow their operations. With nearly 10 years of Sage experience among different product roles, Jonathan has a deep understanding of the needs and challenges of small businesses."

Jonathan Dowden
Director of Product Marketing 
Sage Accounting

"As the Director of Product Marketing for Accountants, Chris brings a vast understanding of accounting challenges and best practices, having been a partner at a top 100 accountancy firm. He brings nearly 20 years of hands-on experience and strategic insight of the profession, coupled with an infectious enthusiasm in the adoption of technology and Business Intelligence to improve reporting and drive innovation in the SME sector."

Chris Downing
Director for Accountants and Bookkeepers

"Bringing nearly a decade of experience in understanding customer needs to inform product development and marketing campaigns, Fabiano has delved into the challenges of Self Assessment and small business bookkeeping, especially with big legislation changes like Making Tax Digital for Income Tax, to champion ways to help self-employed professionals save time with admin tasks by adopting cloud accounting software."

Fabiano Rocha
Lead Product Marketing Manager,
Sage Accounting

"Samantha, an AAT licensed accountant, formed SJCM Accountancy in 2019 having spent over 13 years employed in practice. SJCM Accountancy focus on balancing the implementation of modern technology and being human. Samantha is enjoying the freedom of growing her own firm. She thrives on helping small business owners better understand their numbers, stay ahead of compliance, and perform at their best."

Samantha Mitcham
SJCM Accounting

Make Self Assessment simple with Sage

Get organised

Capture receipts in the moment, all saved securely in the cloud. Skip manual entry and save hours of time. Sage Accounting puts you in control.

Get tax right

Never fear your business taxes again. Become the master of submitting Making Tax Digital VAT returns to HMRC with ease.

Get visibility

Your business performance understood. Share access with your accountant with accurate data.

Stop chasing invoices


Your time is precious. Own it. Send and track personalised quotes and invoices immediately after finishing a job. Provide secure, online card payment options within your invoices. Then spend more time doing what you love.

Don’t let paperwork slow you down


Snap or scan receipts and documents and watch data seamlessly flow into Sage Accounting.

Get a real-time view of your accounts by connecting your bank to automatically import your transactions. Easy.

Get a clear view of your finances


Keep track of what matters most to your business with a personalised dashboard.

View your cash flow in real-time, get automatic cash flow projections, choose from dozens of easy-to-use reports and export info to spreadsheets with a single click.

Plans to support you and your business

Get 50% off for 3 months

Upgrade or cancel at any time. No long-term contracts, commitments or hidden fees.


Great for sole traders and freelancers.
per month / excl VAT*
50% off for 3 months, then £14 a month. You save £21
Most popular


Great for sole traders and start-ups.
per month / excl VAT*
50% off for 3 months, then £28 a month. You save £42


Great for sole traders and start-ups.
per month / excl VAT*
50% off for 3 months, then £36 a month. You save £54
 Everything from STANDARD plan;
*Get 50% off for 3 months or try free for 1 month, then £14/£28/£36 + VAT/mo (tier depending). Terms and conditions apply.
(1)Starting at 5 employees from £8.00 per month + VAT with the option to add employee tiers for up to 100 employees.


You must submit your online Self Assessment tax return by 31 January for the previous tax year, and you must register by 5 October in your second year of operation. However, there are other key dates you should be aware of;

When? - What do I need to do?

  • 5 October - Register for Self Assessment
  • 31 October - File any required paper tax returns
  • 30 December - If you are eligible, inform HMRC if you would like them to directly collect Self Assessment payments through your PAYE tax code
  • 31 January - File and pay your Self Assessment tax return online
    - For first year businesses, make your first, advance payment towards next year's Self Assessment bill
  • 31 July - Make your second payment on account.

For more information, and to learn more about which deadlines are applicable to you and your business, please visit: https://www.gov.uk/self-assessment-tax-returns/deadlines

You need to send a tax return if (in the last tax year) you were:

  • Self-employed with income over £1,000 (before taking off anything that can be claimed through tax relief)
  • A property owner with income from renting out property for over £2,5000 after allowable expenses or more than £9,999 before allowable expenses
  • Left with untaxed earnings of more than £2,500
  • An investor with savings or investments over £10,000 before tax
  • An LTD Director of a for-profit company
  • Earning over £50,000 and claiming child benefits
  • A UK resident with foreign income
  • Have taxable income over £100,000
  • A trustee of trusts of registered pension schemes
  • If your state pension is the only source of income and is higher than your personal allowance
  • Making profit from selling shares or a second home

You can fill in your tax return online or by a paper form. You can submit it any time from the first day of the following tax year (from 6 April 2022). In fact, 63,500 people did this in 2021 according to HMRC.

All 3 packages (Start, Standard, and Plus) give you the fundamental features you need to manage your accounting.

  • Accounting Start: If you’re a non-VAT registered sole trader or just starting out with a new business then Account Start is a great choice. Comes with simple bookkeeping requirements and single-user access. Perfect for businesses using cash accounting.
  • Accounting Standard: Perfect if you’re VAT-registered and self-employed, a service provider with quoting and estimation needs, CIS-registered, or if you need to share access with more than one user (with your accountant, for example). Perfect for businesses using cash or accrual accounting.
  • Accounting Plus: This includes all of the functionality within Accounting Standard but it’s also great for stock-based businesses, businesses with cross-border services or sales, and professionals with foreign bank accounts. Perfect for businesses using cash or accrual accounting.

Learn more about cash and accrual accounting

To accurately fill in your tax return, it’s important to keep records of:  

  • Personal financial records like bank statements, certificates of loans, receipts of payments 
  • Documents you have signed or been given like personal pension plan certificates, birth or marriage certificates 
  • Benefits and expenses related to your income like P60s, P45s, annual pension statements, notes of taxable receipts and benefits 
  • Expenses claimed against your earnings or reductions of your employer’s calculation of your benefits like receipts, credit card statements, mileage details, purchase records 

To effectively keep track of key information in preparation of your Self Assessment, you can use tools like Sage Accounting to centralise, digitise, and automate the capture of important data so that it’s easier and clearer to fill out your tax return. 

With software like Sage Accounting, you can better prepare for your Self Assessment tax return, whether you do it yourself or work with an accountant. All the information you need to declare is kept accurate, compliant, and digitised in one place. You can also use Sage Accounting to work more collaboratively with your accountant, sharing real-time information in a secure way – and you can use clear financial information to plan your tax year together. 

Sage Accounting helps you capture, categorise, and automate data for your Self Assessment tax return in one place. Get ready for the April 2024 deadline today by keeping digital records and optimising your self-employment income with Sage Accounting.  

  • Stay compliant and get total peace of mind that your tax return data is accurate 
  • Plan your tax year effectively with up-to-date information 
  • Store the relevant information for the right amount of time
  • Automate bank reconciliation and upload receipts or documents to Sage Accounting for faster and more accurate data capture
  • Simplify the process of gathering data for your Self Assessment tax return so you can complete it yourself
  • Improve collaboration with your accountant if you choose to work with one for your tax return 

All of our customers get free, award-winning support by phone, email, and online chat.

  • Telephone support is available 24 hours a day, seven days a week.
  • Pre-recorded webinars are available to watch any time that suits you.

You will also get 24/7 access to the following support resources: 

  • Our online community Sage City: Ask questions, share ideas, and solve issues with Sage Accounting customers and product experts.
    Step-by-step video guides.
  • Instructor-led courses: For anyone wanting to take their skills to the next level, we have hundreds of courses designed for multiple experience levels and job roles. Get certified and earn badges that show your expertise and build up your resume.
  • We also have support channels on Twitter and Youtube. We are committed to providing you with world-class support for Sage Accounting at every step of your business journey.

Resources to tackle your Self Assessment

Get prepped for Self Assessment with our free resources, tips, and advice. 

Get organised for Self Assessment

Ready to get tax right? Learn how to understand and control your finances.

Self Assessment: your questions answered

Get prepared for Self Assessment. Learn what actions to take, what you can and can't claim for, and how Sage can help.

Award-winning support

Stay on top of the numbers and take control of your accounting during this challenging period.

Give Feedback