Effortless Self Assessment UK
Self Assessment software that prepares every client's SA100 ready for HMRC by the filing deadline.
Trusted by
Let AI Agent run your Self Assessment
One prompt. Multiple tools. Real outcomes.
Gather income
Let AI Agent run your Self Assessment
Gather income
Gather last tax year's income for this client across every source. Pull P60, P45 and P11D from Gmail and the shared folder, collect self-employment records from the ledger, property income, dividend vouchers, savings interest, foreign income and any capital gains records the client has shared. Identify which supplementary pages are needed. If a source is incomplete or the prior year showed an income type not yet evidenced, ask me whether to chase the client or refer to the senior. Pause before chasing. Ask me where the practice stores last year's return. Save a note for the practice manager listing complete sources, missing items and clients ready for SA100 build.
Build SA100 pages
Build the SA100 main return and the supplementary pages for this client in Xero. Apply the income data gathered, the prior-year balancing positions, the agreed reliefs and any client-specific deductions. Complete SA102 for employment income, SA103 for self-employment, SA105 for UK property and SA108 for capital gains as required. Tie every figure on the return to its source document. If the income mix has changed materially from last year, ask me whether to refer to the senior. Pause before locking the return. Ask me where the practice keeps the client's tax memorandum if I cannot find the file. Save a note for the practice manager listing return drafts complete, exceptions and clients awaiting senior review.
Apply allowances
Apply this year's tax allowances and reliefs for this client in QuickBooks. Compute the personal allowance taper above the agreed income threshold, apply the marriage allowance transfer where the practice has the election on file, pension contribution relief at the marginal rate, gift aid relief and any blind person's allowance. For self-employed clients, apply trading allowances, capital allowances and loss relief where beneficial. If an allowance election needs the client's confirmation, ask me whether to draft the request or pause. Pause before changing an election from prior year. Save the allowances working paper and the supporting evidence to Google Drive ready for senior sign-off before the return is locked.
File with HMRC
File this client's Self Assessment with HMRC from FreeAgent through the practice's Agent Services Account. Submit the SA100 with the relevant supplementary pages attached, capture the HMRC receipt reference and confirm the balancing payment due at the filing deadline plus the two payments on account due in the following tax year. If HMRC returns a validation error, read the error, identify the page or field that caused it and prepare the correction for senior review. Pause before resubmitting. Ask me where the practice files the receipt evidence. Save a note for the practice manager listing submission status, receipt reference, balancing payment timing and the payments-on-account schedule for the year ahead.
Trusted by the world's best
“Each customer request used to take 4 hours of manual work across 3 different systems. Now with Minded over 80% of payment requests take less than 10 minutes and our VIP customers have never been happier.”
“We serve 40% more clients per bookkeeper with no new hires. AI files the tax forms and drafts the documentation. Each bookkeeper gets 12 hours a week back for review and advisory work.”
“We dropped Excel sheets and finance emails for automating payments and invoices for 50K restaurants. AI worked on top of SAP without migration.”
Integrate with your existing software
Seamlessly integrate self assessment uk workflows with your existing tools, ERP, and communication channels.
Benefits
Self assessment filings without manual chase
SA100 prep, supplementary pages, income reconciliations and HMRC-document chase stop running on staff one client at a time. The AI Agents repeat the SA motion across the personal-tax book, which is wh
SA100 preparation that learns each client's tax position
Personal tax is mostly continuity. Minded carries each client's allowances elected, payments on account, capital allowances pool, property portfolio, residence position and prior reliefs. The next SA1
One Self Assessment flow across practice client files
A real practice prepares Self Assessment returns across many personal clients. Some pull from Xero, QuickBooks or FreeAgent self-employment records; others bring their own pack. See [CT600 with AI](ht
Activate your tools without APIs
Forget about asking your CTO to shift priorities, let your agents operate like your humans do and deliver real value to your customers from day 1.