Receipt · 2026-08-11

Can AI file your Self Assessment tax return?

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The exact prompt

List the documents and figures I need to gather before filing a UK Self Assessment return as a sole trader, and the deadlines that apply this tax year. Do not estimate any figure and do not tell me which reliefs apply to me.

The raw output

# Documents and Figures for UK Self Assessment Return (Sole Trader)

## Documents to Gather

- Bank statements (all accounts used for business)
- Business invoices (issued and received)
- Receipts for all business expenses
- Payroll records (if you employ staff)
- VAT records (if VAT registered)
- Records of capital expenditure and disposals
- Utility bills and rent agreements (for premises used for business)
- Insurance policies and premium statements
- Professional fees and subscriptions invoices
- Mileage records (if claiming vehicle expenses)
- Employee expense claims and supporting receipts
- Loan agreements and statements (for interest calculations)

## Figures to Calculate

- Total business turnover/sales
- Cost of goods sold
- Staff costs (wages, NI, pension contributions)
- Premises costs (rent, rates, utilities)
- Motor expenses
- Travel and subsistence
- Advertising and marketing spend
- Professional fees
- Finance charges and bank interest
- Depreciation/capital allowances claim
- Any other allowable business expenses

## Key Deadlines (2024/25 Tax Year)

- **31 January 2025**: Filing deadline for 2023/24 return (if not already filed)
- **31 December 2024**: Deadline to notify HMRC if you need to self assess
- **31 January 2025**: Payment deadline for 2024/25 tax liability
- **31 October 2024**: Deadline to file on paper (if filing 2023/24)