TaxSimba — How Much Does a Self Assessment Accountant Cost? Compare the Full Service
Preparation worksheet

This is an optional offline planning aid, not a tax return or a filing confirmation.
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PRACTICAL TASK
Match the quote to your situation Scope questions for different returns Your situation Work to name in the quote PAYE plus a small trade Personal return, business profit calculation and any bookkeeping needed. PAYE plus rental income Rental calculation, ownership share and finance-cost treatment. Property sold or investments disposed of Disposal calculations and any separate property-reporting work. Missing earlier years A price and filing plan for each year, rather than one undated return fee. For a one-off fee, enter one payment in the comparison tool. Leave additional costs at zero only when the provider confirms they do not apply. A specialist case can need a separate quote even where the basic return is inexpensive.

Outcome to confirm: ____________________
Evidence or reference: ____________________
Person responsible and next check date: ____________________

1. Return year
Notes: ______________________________

2. Employment, business, rental and other income
Notes: ______________________________

3. Record condition and missing documents
Notes: ______________________________

4. Disposals or earlier-return corrections
Notes: ______________________________

5. Preparation, review and filing included in quote
Notes: ______________________________

Actions agreed with accountant:
____________________________________

Guide: https://taxsimba.co.uk/blogs/self-assessment-accountant-cost

Check the current guide and official sources before relying on a deadline or process.