Login
Book a Demo

Personal Tax Return (SATR)

Managing Self-Assessment Tax Returns (SATR) requires a proper and standardised approach to avoid compliance risks. Remindoo reduces the hurdles of the tax season by transforming personal tax compliance into a structured and automated workflow. Your firm can maintain a real-time view of every return’s status through automation. This process covers every stage, from the initial data collection to the final HMRC submission.

Download checklist
Book a Demo

Personal Information And Administrative Setup

Ensure the client’s administrative profile is complete and properly authorised before processing any financial data. Accurate personal details are required. It ensures the return is recorded correctly and allocated to HMRC’s systems. These details include:

  1. The client’s 10-digit Unique Taxpayer Reference (UTR)
  2. Login details of the HMRC online account for filing online for the client
  3. Bank details for any tax refund
  4. The client’s National Insurance (NI) number for identification purposes

Income Information

Collect and reconcile all sources of UK and overseas income, where applicable. This is essential to distinguish between taxed and untaxed income and to calculate the correct final liability.

  1. Collect the necessary employment documents, including: P60s, P45s, and P11D forms
  2. Client’s self-employment information, like sales records, invoices, and supporting bank statements
  3. Income from your rental property or other sources, like pensions and taxable benefits

Allowable Expenses

Identify allowable expenses accurately to ensure the client pays the correct amount of tax without overpayment. These may include allowable home office costs, such as a proportion of internet, phone, and utilities, as well as mileage and transport expenses.

Tax Reliefs And Deductions

Ensure all eligible status tax reliefs are claimed to optimise the client’s tax position. Includes the client’s pension contributions, Gift Aid donations, and Student Loan repayments.

Making Tax Digital (MTD) Readiness

Keep digital records for at least 5 years, which can be maintained and linked through Remindoo. Prepare businesses and landlords for shifting to quarterly reporting under MTD.

Submission Control And Final Approval

The final phase involves a technical review of the tax calculations and the formal client sign-off. No returns should be submitted to HMRC without a documented approval trail to mitigate professional liability.

Personal Tax Return (SATR) with Remindoo

Managing Personal Tax Returns (SATR) can be challenging, especially during the tax season, with strict deadlines and multiple compliance checks. Remindoo helps firms manage SATR as an annual service, providing a structured workflow that ensures every step is completed accurately. By using tasks, subtasks, and review checklists, firms can maintain consistency, reduce errors, and eliminate reliance on spreadsheets while automating client reminders.

Download checklist
Book a Demo

How It Works

  1. Set up Personal Tax Return (SATR) as a service in Remindoo and set its frequency to annually
  2. Create tasks and subtasks for each client, covering preparation, review, and submission stages
  3. Create checklists to ensure all required forms, calculations, and declarations are correctly completed
  4. Assign tasks to team members for clear ownership and accountability
  5. Automate client chasing to collect necessary information and documents before deadlines
  6. Track progress in a central system, removing the need for SA season spreadsheets

With Remindoo, Personal Tax Returns are managed as a structured, one-off annual workflow, giving firms confidence that deadlines are met, compliance is ensured, and nothing is overlooked.

Ready to Transform Your Practice?

Join hundreds of accounting firms already using Remindoo to streamline their operations and grow their business.