DAYBOOKS LIMITED
Regulated advisory services for individuals and directors with UK tax reporting obligations
📋 Self Assessment Tax Return – Fee Schedule Applicable to 2025/26 Tax Year
Fees include VAT unless stated otherwise.
🔍 Overview
This factsheet outlines our standard fees for preparing and submitting your annual self-assessment tax return. Final scope and pricing will be confirmed in your engagement letter based on your advised records and circumstances. All services are provided subject to availability.
🧾 Core Return
| Component | Fee | Notes |
| SA100 – Core tax return | £180 | Covers employment income, pensions1, bank interest, and standard reliefs |
| Liaison and approval via secure portal | Included | Covers document upload, review, and authorisation workflow |
Fee assumes timely provision of complete records including P60s, pension statements, and bank interest summaries.
1 Our fee does not include a review of your pension annual allowance eligibility or any assessment of unused brought-forward allowances from earlier tax years. We will not verify whether you have available allowances unless we have prepared all relevant prior year tax returns and pension input documentation. If you require a full eligibility check, this can be quoted separately upon request.
➕ Supplementary Pages (Add-ons as applicable)
| Supplementary Page | Fee | Notes |
| SA101 – Additional information | From £30 | Blind person’s allowance, marriage allowance transfer, etc. |
| SA102 – Employment (additional roles) | £30 per employment | Beyond main employment |
| SA102M – Ministers of religion | £60 | Includes stipend, housing allowance, and expenses |
| SA102MP – Parliament | £60 | MPs’ salary, allowances, and expenses |
| SA102MLA – Northern Ireland Assembly | £60 | MLAs’ salary and allowances |
| SA102MS – Welsh Assembly | £60 | AMs’ salary and allowances |
| SA102MSP – Scottish Parliament | £60 | MSPs’ salary and allowances |
| SA103S – Self-employment (short) | £60 per trade | Turnover < £85,000, simplified reporting2 |
| SA103F – Self-employment (full) | £90 per trade | Turnover ≥ £85,000 or complex expenses2 |
| SA103L – Lloyd’s underwriters | £150 | Includes syndicate income and expenses |
| SA104S – Partnership (short) | £60 | Simplified partnership income reporting2 |
| SA104F – Partnership (full) | £90 | Detailed income, expenses, and adjustments2 |
| SA105 – UK property | £60 | Includes rental income, expenses, and mortgage interest2 |
| SA106 – Foreign income | £60 | Overseas pensions, dividends, and tax credit claims |
| SA107 – Trusts etc | £60 | Income from UK trusts, settlements, or estates |
| SA108 – Capital Gains summary | from £90 | Includes CGT summary and HMRC submission |
| SA109 – Residence, remittance basis etc. | £60 | Split-year treatment and residence status review |
| SA110 – Tax calculation summary | Included | Generated automatically as part of submission |
2 Not chargeable if a bookkeeping service is requested for the selected set of accounts. If required, the bookkeeping fee will be quoted separately and confirmed in your engagement letter.
🧠 Companion Diagnostics – What Applies to You?
Use this checklist to help identify which supplementary pages may be relevant:
🔹 You’ve sold shares, property, or other assets → SA108
🔹 You receive rental income from UK property → SA105
🔹 You run a business as a sole trader → SA103S or SA103F
🔹 You’re a Lloyd’s underwriter → SA103L
🔹 You’re a partner in a business → SA104S or SA104F
🔹 You receive overseas income or pensions → SA106
🔹 You receive income from UK trusts or estates → SA107
🔹 You had multiple jobs or roles during the year → SA102 and relevant SA102 variants
🔹 You’re a minister, MP, MLA, AM, or MSP → SA102M / SA102MP / SA102MLA / SA102MS / SA102MSP
🔹 You transferred marriage allowance or claimed blind person’s allowance → SA101
🔹 You were non-resident or split-year → SA109
💬 General Notes
- All fees are inclusive of VAT unless otherwise stated.
- Fees are based on actual pages completed which may differ from initial quote or engagement letter.3
- Fees may be reviewed annually in line with inflation, scope changes, or regulatory updates
- Payment terms: 14 days from invoice date
- Interest may be charged on overdue amounts under the Late Payment of Commercial Debts (Interest) Act 1998
3 The standard fee for basic return and any supplementary pages are specifically priced and agreed in advance. If, during preparation, an additional supplementary page is identified as necessary and you choose not to proceed with that item, we will not submit the return. In such cases, we reserve the right to disengage and will invoice for all work completed up to that point, including review and preparation time.