How does QuickBooks help me prepare for my Self Assessment?

There are several parts to the Self Assessment tax return. QuickBooks can give you an estimate of your Income Tax and calculate your income and expenses to help you prepare the information required for your SA103 or SA105 form. Currently we don’t support partnerships or multi-property income or capital gains.

I have questions about completing my Self Assessment tax return. Where can I get help?

Take a look at our blog post understanding income tax for advice about expenses and completing Self Assessment. Our team can give you technical advice about downloading the figures you need from your QuickBooks account, but for other advice, please consult an accountant.

Can I import data from my spreadsheets directly into QuickBooks?

Yes. You can import Customer, Supplier, Items, and Chart of Accounts from an Excel spreadsheet in several ways.

Can I manage my VAT with QuickBooks?

Not with QuickBooks Sole Trader, but you can track your VAT and then prepare and submit your return to HMRC using other QuickBooks Online products.

I work in construction. Does QuickBooks have what I need?

If you need to manage Construction Industry Scheme obligations (CIS) for contractors try QuickBooks Simple Start and above. QuickBooks Sole Trader supports manage CIS contributions for subcontractors only.

Can I work with my accountant in QuickBooks Sole Trader?

Of course. It’s easy to invite them to access your QuickBooks account. Need to find an accountant? Check out our searchable directory of accountants.

If I need different features can I move to a different QuickBooks plan?

You can easily move plans in product if your business needs change. Our friendly team can help you choose the right product for your needs, so you're less likely to have to switch products. Call us on 0808 168 9533 and we'll be happy to help.

What can I claim as self-employed expenses?

The allowable expenses you can claim under Self Assessment must be for business use only and they vary depending on the business you’re in. You can read more about this in our blog, check out the list of allowable expenses on HMRC’s website or speak to an accountant.

Can you explain how to pay tax if I’m self-employed?

If you’re a sole trader, you need to register for Self Assessment with HMRC so you can pay your Income Tax. Read our handy blog article to find out more about how to calculate and do your income tax.

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Self Assessment Software from QuickBooks

Take the guesswork out of Self Assessment with QuickBooks. Know your Income Tax and National Insurance records are done accurately and get a real-time view of your transactions, invoices and expenses so you’re ready for the HMRC deadline.

Plus, get expert product help from real people 7 days a week.*

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Our range of simple, smart accounting software solutions can help you take your business to the next level. Once you've chosen your plan, there's no hidden fees or charges.

Keep your Self Assessment shock-free

Be confident that you know how much Income Tax you owe, all year round. This means you’ll be well prepared when it’s time to complete your HMRC Self Assessment.

Peace of mind

Feel in control knowing your Income Tax and National Insurance records are done accurately

No guessing. Just answers

QuickBooks takes the guesswork out of Self Assessment by estimating your Income Tax for you, using the transactions you’ve categorised.

Keep track of your expenses

Track every business expense for Self Assessment. QuickBooks AI technology auto-categorises your personal and business expenses1 and benchmarks them against similar businesses and lets you know if they look high, low or on track.

1 AI sorting of business and personal expenses is available in the QuickBooks Sole Trader plan only

Always know what you owe

With QuickBooks; there’s no need to ask. We estimate your Income Tax and National Insurance contributions based on what you submit, so you KNOW what you owe

We make it easy

Save time preparing for Self Assessment with us

Automate everyday tasks with AI

Let QuickBooks make your everyday business a little more clever. Let our AI sort business and personal expenses.1

Snap pics of receipts, track your mileage, accept payments, and send out professional, customisable invoices—all while you’re on the move. Told you it was smart.

1 AI sorting of business and personal expenses is available in the QuickBooks Sole Trader plan only

Track your business finances

Get a real-time view of transactions, invoices, expenses and taxes. Stay in control so you know how much you’re making and what you owe.

Stay on top of your accounts on the go

Track miles, create invoices, manage your expenses and cash flow to view your profit and loss anytime and from anywhere thanks to our top rated, free, mobile app.

Feel supported

We’re here to help your business thrive, through Self Assessment and beyond

Talk to a real person

Our award-winning UK-based experts are here for you, 7 days a week with free phone support, live chat and screen sharing.*

* Phone support available 8.00am - 7pm Monday - Friday or message them live 8.00am - 10.00pm Monday to Friday, 8.00am - 6.00pm Saturday & Sunday

We'll get you up and running

New to QuickBooks? Book a free onboarding session with one of our product experts.2 They'll walk you through key features and answer your questions–your welcome email has all the details.

2 Onboarding session not available for the QuickBooks Sole Trader plan

Our Self Assessment software plans

Sole Trader

For sole traders and single property owner landlords not registered for VAT, who need to prepare Self Assessment.

£10

£1/mo

for 6 months, then £10/mo

(All prices +VAT @20%)

Offer ends 29/11/2024.

Simple Start

For sole traders or small businesses managing VAT, Income Tax and preparing Self Assessment.

£14

£1.40/mo

for 6 months, then £14/mo

(All prices +VAT @20%)

Offer ends 29/11/2024.

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Customer success stories

Frequently asked questions

Self Assessment is a system that HMRC uses to collect Income Tax from:

Sole traders
Landlords
People with more than 1 source of income
Company directors who take dividends
Anyone earning more than £150k/year

Details of the year’s earnings from 6 April-5 April need to be submitted to HMRC by 31 January in the following year. The tax is due in two installments: 31 January (in arrears) and 31 July (in advance). You can read more about this in our blog on how to do a self-assessment return.

QuickBooks’ self-employed accounting software can automatically calculate your income, minus expenses based on the information you’ve uploaded to QuickBooks. But right now, VAT and CIS payments aren’t automatically included, so you’ll need to take account of that.

QuickBooks’ self-employed accounting software will provide an estimate of your Income Tax based on your income, minus expenses, based on the information you have uploaded to QuickBooks. The estimate will not include things such as the Married Couples Allowance orfixed assets. You can read more about this in our blog on understanding income tax.

If you’re VAT registered, need to use QuickBooks Payroll or file CIS contractor deductions, ) QuickBooks Simple Start is the right plan for you. If you are not VAT registered, do not have employees and do not need to file CIS contractor deductions, QuickBooks Sole Trader is probably best for you. If you need to move from QuickBooks Sole Trader to Simple Start (or another plan) you can easily move in the product.. Of course, it's easier if you pick the right QuickBooks product from the start, so please call us on 0808 258 3673 if you need any guidance.

* Phone support available 8.00am - 7pm Monday - Friday or message them live 8.00am - 10.00pm Monday to Friday, 8.00am - 6.00pm Saturday & Sunday

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QuickBooks Making Tax Digital for VAT software is available to all QuickBooks Simple Start, Essential, Plus and Advanced subscribers. Use of QuickBooks MTD for VAT software and bridging software must be aligned with HMRC's eligibility requirements and includes additional setup between the small business and HMRC.

QuickBooks MTD software currently supports Standard, Cash and Flat Rate schemes. QuickBooks Bridging Software supports Standard and Cash schemes. Businesses whose home currency is not GBP are currently not supported.

Receive a 90% discount on the current monthly price for QuickBooks Online Sole Trader or 90% discount on the current monthly price for QuickBooks Online Essentials or 90% discount on the current monthly price for QuickBooks Online Essentials or 90% discount on the current monthly price for QuickBooks Online Plus or 90% discount on the current monthly price for QuickBooks Online Advanced for the first 6 months of service, starting from date of enrolment, followed by the then-current monthly price. Your account will automatically be charged on a monthly basis until you cancel. You must select the Buy Now option and you will not be eligible for a 30-day free trial. Offer valid for new QuickBooks Online customers only. No limit on the number of subscriptions ordered. You can cancel at any time by calling 0808 168 9533. Discount cannot be combined with any other QuickBooks Online offers. Terms, conditions, features, pricing, service and support are subject to change without notice. All prices shown exclude VAT.

Receive 90% off the current monthly subscription price for QuickBooks Core or QuickBooks Advanced Payroll for the first 6 months of service, starting from the date you subscribe to the service, followed by the then-current monthly price. Your account will automatically be charged on a monthly basis for the subscription fee and for all pay runs processed in the previous month, until you cancel. You must select the Buy Now option, and you will not be eligible for a 30-day free trial. Offer valid for new QuickBooks Online customers only. No limit on the number of subscriptions ordered. You can cancel at any time by calling 0808 168 9533. Discount cannot be combined with any other QuickBooks Online offers. Terms, conditions, features, pricing, service and support are subject to change without notice. All prices shown exclude VAT.

Discount valid until the 29 November 2024.

Receive 90% off the current monthly subscription price for QuickBooks Advanced for the first 6 months of service, starting from the date of enrolment, followed by the then monthly price. Your account will automatically be charged on a monthly basis for the subscription fee and for all pay runs processed in the previous month, until you cancel. You must select the Buy Now option and will not receive a one month trial. Offer valid for new QuickBooks Online customers only. No limit on the number of subscriptions ordered. You can cancel at any time by calling 0808 239 9692. Discount cannot be combined with any other QuickBooks Online offers. Terms, conditions, features, pricing, service and support are subject to change without notice. All prices shown exclude VAT.

QuickBooks Advanced Payroll allows you to automatically submit information to the following pension providers: NEST, The Peoples Pension, Smart Pensions, Aviva and NOW:Pensions

Free onboarding sessions are offered to all newly subscribed customers and trialists, excluding customers on our QuickBooks Sole Trader product. We offer 1 session per customer and reserve the right to remove this offering at anytime. Invitations are sent via email and in-product messaging once signup has been completed. A link will be included in the message for you to book a session using our calendar tool.

Mileage tracking is available on QuickBooks Online on iOS and Android only.

These terms apply to QuickBooks UK customers only. Bulk-pricing discount offer is valid only if you are signing up for more than one QuickBooks Online subscription with each order. View terms and conditions for multiple accounts pricing here. To inquire further about the bulk-pricing discount offer, please call 0808 168 9533

QuickBooks UK support hours:

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