Self Assessment Helper
Director self-assessment ready, with dividends and salary already tallied.
Collects your director self-assessment numbers from your AccountsOS data — salary, dividends, dividend allowance, expense reimbursements, BIK — into a return-ready summary. Direct SA submission to HMRC on roadmap.
In short
AccountsOS pulls everything needed for a director's self-assessment from your live data — salary (P60), dividends, dividend allowance, expense reimbursements, BIK — 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.
Free during Early Access — no credit card required
Everything Self Assessment Helper can do
What we collate
- Salary YTD per director
- Dividends YTD per director
- Dividend allowance used
- Expense reimbursements
- BIK on company car / health
- Pension contributions
Capabilities at a glance
Per-director self-assessment summary
Pulls live from payroll + dividends
Allowance usage shown
BIK tracking
Pension contributions captured
Direct submission on roadmap
How It Works
Run payroll + declare dividends as normal
Everything posts automatically.
Open Self Assessment
Per-director YTD summary.
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, expense reimbursements, BIK on car/health, pension contributions — everything a director typically reports on SA.
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
Ready to try Self Assessment Helper?
Get started with AI-powered accounting for your UK limited company.
Get Started FreeFree during Early Access — no credit card — cancel anytime