Self Assessment for company directors.
Self Assessment for company directors is more than a yearly form. We prepare your personal tax return accurately, covering salary, dividends, share options and any relief you are due, so nothing is missed and nothing is overpaid.
Your company is sorted. What about your own tax?
As a director you usually have a personal tax return to file: salary, dividends, benefits, maybe share options or SEIS and EIS relief from investing. It is easy to get wrong, miss a relief, or simply overpay.
We handle it alongside your company. Because we already know your numbers, your Self Assessment is straightforward, accurate and filed early, so there is no January scramble and no nasty surprises.
Signs you need help
- Unsure what you need to declare
- Salary and dividends to report
- You have invested under SEIS or EIS
- You have exercised share options
- You always leave it to January
- Worried you are overpaying
Your personal tax, handled properly
Everything that belongs on a director’s return, reported correctly and on time.
Director’s personal tax return
Your Self Assessment prepared and filed with HMRC, accurately and ahead of the deadline.
Salary & dividends
Director pay and dividends reported correctly, in line with how you have drawn from the company.
Share options & equity
Gains from EMI and other share options reported accurately, so the tax treatment is right.
SEIS & EIS relief
If you have invested under SEIS or EIS, we claim the income tax relief you are entitled to.
Other income & reliefs
Rental income, other dividends, pension contributions, gift aid and allowances all accounted for.
Deadlines & payments
We keep you ahead of the January deadline and clear on payments on account, so nothing surprises you.
Our Self Assessment process
Simple and early, especially when we already handle your company finances.
Gather your details
We collect your income, dividends, options, investments and reliefs.
Review income & reliefs
We work out what to report and which reliefs and allowances apply.
Prepare the return
Your Self Assessment is prepared accurately and shared with you to review.
Check the tax position
We confirm what you owe or are due back, with no surprises.
File with HMRC
Once you approve, we submit your return to HMRC.
Remind you of payments
We flag deadlines and payments on account so you are always ahead.
Getting your return right helps you
“Anna and AI Accounts are very competent, receptive and solution-focused, and I trust their advice.”
Mattia, Anonymised
Your tax connects to the rest
Personal tax is rarely separate from your company and your equity.
EMI & Share Options
If your team or you hold options, we handle the scheme and the personal tax side.
SEIS & EIS
Invested under SEIS or EIS? We make sure you claim the relief through your return.
Year-End Accounts
Your company year-end and your personal tax line up neatly when handled together.
Self Assessment questions
Most directors do, particularly if you take dividends, have other income, exercise share options or claim reliefs. We confirm whether you need to file and handle it if you do.
Yes. We report gains from EMI and other share options correctly on your Self Assessment, so the tax position is right and nothing is missed.
Yes. If you have invested under SEIS or EIS, we claim the income tax relief you are due through your Self Assessment return.
Online returns and payment are normally due by 31 January following the tax year. We prepare yours early so there is no January panic and you know what to pay in advance.
Details of your income, dividends, any share options, investments and reliefs. Where we already handle your company finances, much of it is information we hold, so it is straightforward.
For most company directors, no. MTD for Income Tax applies to qualifying income, your gross income from self-employment or property, above £50,000 from April 2026, £30,000 from April 2027 and £20,000 from April 2028. A director’s salary and dividends do not count towards it. If you also have sole-trade or rental income over the threshold, MTD will apply to that, and we will keep you set up and compliant in Xero.
We scope it to the complexity of your return and can handle it alongside your company finance support. Talk to us and we will give you a clear, fixed quote.
Get your personal tax off your mind
Hand your Self Assessment to a team that already understands your company and your equity. Book a quick intro call to get started.