The 31 January self-assessment deadline is fast approaching and clients will be looking for guidance. This article from Sage highlights key areas where accountants can make a real difference, helping clients stay compliant while showcasing your advisory expertise.

It covers who needs to file, including sole traders, landlords and those with additional income streams, and explains why proactive communication is essential to avoid penalties. You’ll find reminders on critical dates, payment options and practical tips for managing cash flow, especially for first-time filers who may be unaware of payments on account.

The article also explores opportunities to optimise tax positions through allowable expenses and reliefs, from home office costs to capital allowances. With Making Tax Digital on the horizon, now is the time to help clients transition to digital record-keeping and cloud accounting solutions.

Position yourself as more than a compliance provider, be the trusted adviser who saves clients time, reduces tax liabilities and ensures peace of mind.

Read Sage's step-by-step guide to filing a self-assessment tax return online