Self assessment
Your numbers, ready before your accountant asks.
Salary, dividends, expense reimbursements and benefits in kind, pulled from your live data into a return-ready summary.
Free for 14 days, no credit card
In short
AccountsOS pulls everything needed for a director's self-assessment from your live data, salary (P60), dividends, dividend allowance, expense reimbursements and 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.
Everything it does
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
Dividends
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.
Free for 14 days, no credit card, cancel anytime