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Self assessment

Your numbers, ready before your accountant asks.

Salary, dividends and your director's loan, pulled from your live data into a return-ready summary.

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Free for 14 days, no credit card

accounts-os.com/self-assessment
Self AssessmentLive
Pull together my self-assessment numbers
FDone. Salary, dividends and allowance used, summarised for your accountant or HMRC.
FFinn pulled it from live data, not memory.
Live

In short

AccountsOS pulls everything needed for a director's self-assessment from your live data, salary (P60), dividends, dividend allowance and your director's loan, and gives you a return-ready summary. Direct SA submission to HMRC is on the roadmap; today you transfer to your accountant or HMRC's online return.

Auto
Salary + dividends
YTD
Per director
Return-ready
Summary

Everything it does

What we collate

  • Salary YTD per director
  • Dividends YTD per director
  • Dividend allowance used

Capabilities at a glance

Per-director self-assessment summary

Pulls live from payroll + dividends

Allowance usage shown

Direct submission on roadmap

How It Works

1

Run payroll + declare dividends as normal

Everything posts automatically.

2

Open Self Assessment

Per-director YTD summary.

3

Export

Download as PDF/Excel for your accountant or HMRC's online return.

Real-world Use Cases

Director's January SA

Open the summary on 1 Jan, transfer the numbers to HMRC's online return. 30 minutes total.

Why founders pick this over the spreadsheet

No spreadsheet rebuild for SA

Allowance usage visible all year

Frequently Asked Questions

What does it pull?

Salary YTD, dividends YTD, dividend allowance usage and your director's loan position, straight from the company books.

Can I file directly?

Direct SA submission to HMRC is on the roadmap. Today, transfer the figures to HMRC's online return.

What about non-director income?

Captured manually: add other income (rental, interest, side income) and we include it in the summary.

Explore more of AccountsOS

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Declare, document, pay: compliantly.

Payroll

Run payroll, send payslips, and get an HMRC-ready RTI file every time. No payroll bureau needed.

Salary & Dividend Optimiser

Take the most home, legally. We do the maths every payroll cycle.

Corporation Tax

See your tax bill in real time, so it's never a surprise. Filing-ready numbers when you need them.

Ready to try Self Assessment Helper?

Set up in minutes. Finn works in the background on your books, wherever you're based.

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