As of 13 August 2026, AI cannot file your director's Self Assessment tax return.

What to actually do

1. Hand it to a person

   The route this page recommends

   Someone with a licence or accountable authority has to sign this before it counts.

2. Use a tool built for this

   Second choice

3. Do it yourself

   The distant third

   A chat interface gets you a draft, but you cannot verify it yourself. That is the catch.

   How to actually do it

   1. Open the relevant Self Assessment guidance and filing pages on GOV.UK, and note the tax year and filing route that apply to you.
   2. Gather your company payroll records, P60 or equivalent pay records, P11D or benefits information, dividend vouchers, bank interest statements, pension records and details of any other income or tax deducted.
   3. Write down your director status, the company tax year involved, your UTR, payments on account already made and any changes in circumstances, keeping account passwords and full identity documents out of the chatbot.
   4. Paste the prompt into a chatbot, then provide the records as redacted text or files labelled by source document and tax year.
   5. Ask the chatbot to produce the information pack and compare every extracted figure with the original payroll, dividend, bank and pension records, correcting the pack where the figures do not match.
   6. Send the pack and source records to an accountant for checking where the return includes benefits, multiple income sources, company transactions, overseas matters, losses or relief claims.
   7. After the entries have been checked, file through your HMRC online account yourself or authorise the accountant to file, and save the submitted return and confirmation.

   Prompt

   I am a UK company director preparing my Self Assessment tax return for [tax year]. Help me prepare a fact-checked information pack for an accountant or for my own review, but do not file anything, log in to HMRC, choose a relief for me, estimate a figure, or present uncertain tax treatment as settled. Use only the records and official GOV.UK material I provide. First list the information and documents I need, including director salary, dividends, benefits in kind, pension contributions, interest, other income, tax already deducted, payments on account and any company-related transactions that may need checking. Then map each supplied figure to the relevant part of the return, showing the source document and any calculation. Mark missing information, contradictions and questions for an accountant. Quote or link to the relevant GOV.UK guidance where available, state when the guidance may have changed, and separate confirmed facts from assumptions. Do not invent figures or apply a relief unless I provide evidence that it applies. End with a short list titled 'Must be checked by a tax professional before filing'.

   Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.