Self-Assessment for Sole Traders & Subcontractors

Self-assessment tax returns for sole traders and subcontractors, with every allowable expense properly claimed.

What's included

  • Self-assessment tax return preparation
  • Allowable expenses review (tools, van, materials, mileage)
  • Payments on account planning
  • CIS refund claims

Who this is for

Sole traders and subcontractors who want their return done properly, with allowable expenses actually claimed rather than guessed at, and any CIS refund reconciled in full. Especially useful if you've never had your deductions checked before, since it's common to find money that was never claimed back.

Not sure what you can claim? Our guide to allowable expenses subcontractors forget covers the ones we see missed most, and our CIS tax refund calculator gives you a working estimate before we even start.

How we handle it

We start by going through your income and expenses properly, not just accepting a rough total, since that's where most of an unclaimed refund tends to hide. Payments on account are calculated and explained in advance so a tax bill is never a surprise, and any CIS deductions suffered during the year are reconciled against what you actually owe, so a refund gets claimed rather than left sitting with HMRC. Once you're set up with us, next year's return is quicker, because the records and expense categories are already in place from the year before.

Never had your CIS deductions checked?

Book a free discovery call and we'll tell you honestly if there's a refund to claim.

Related Services

Frequently Asked Questions

What happens if I've never claimed a CIS refund before?

It's common, and there's usually money there. We review the last four years where possible, which is HMRC's normal time limit for claims, rather than just the current one, so nothing that's still recoverable gets missed.

When should I file my Self Assessment return?

The deadline for online returns is 31 January following the end of the tax year, but we recommend starting well before that, since it gives time to plan for any tax due and, if you're owed a refund, get it paid out sooner rather than later.

What if I also have a limited company — do I still need to do a personal return?

Usually yes, alongside your company's Corporation Tax return, particularly if you take dividends or have other income. We handle both together so the figures are consistent across each.