{"id":20,"date":"2026-02-12T11:00:37","date_gmt":"2026-02-12T11:00:37","guid":{"rendered":"https:\/\/staging.mytaxhero.co.uk\/index.php\/faqs\/"},"modified":"2026-02-26T15:46:34","modified_gmt":"2026-02-26T15:46:34","slug":"how_it_works","status":"publish","type":"page","link":"https:\/\/mytaxhero.co.uk\/index.php\/how_it_works\/","title":{"rendered":"Tax hero method"},"content":{"rendered":"\n
Our Process<\/strong><\/strong> – How it Works<\/h6>\n\n\n\n
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We\u2019ve completed thousands of Tax Returns for UK sole traders and small businesses.<\/p>\n\n\n\n

Our goal is simple:
To ensure you claim everything you\u2019re entitled to and pay only the tax you legally owe \u2014 or receive the maximum rebate available.<\/p>\n\n\n\n

And we make the whole process straightforward.<\/p>\n<\/div>\n\n\n\n

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Step 1: Get in Touch<\/strong><\/h6>\n\n\n\n
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Start by completing our quick online contact form.(link)<\/p>\n\n\n\n


We\u2019ll send you the simple next steps and guide you through the easy sign-up process. No complicated paperwork. No lengthy forms<\/p>\n<\/div>\n\n\n\n

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Step 2: Complete a Simple Year-End Summary<\/strong><\/strong><\/strong><\/strong><\/h6>\n\n\n\n
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At the end of your accounting year, you\u2019ll complete a short, guided questionnaire with headline income and expense figures.<\/p>\n\n\n\n

Most clients complete this in around 20\u201330 minutes.<\/p>\n\n\n\n

No accounting knowledge required. No spreadsheets needed.<\/p>\n\n\n\n

Just clear, straightforward information \u2014 and we take it from there.<\/p>\n<\/div>\n\n\n\n

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Step 3: We Handle the Technical Work<\/strong><\/strong><\/strong><\/strong><\/strong><\/h6>\n\n\n\n
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Once we receive your information, we:<\/p>\n\n\n\n

\u2022 Review and refine your figures
\u2022 Identify allowable expenses you may have missed
\u2022 Structure everything in the most tax-efficient way
\u2022 Prepare your full set of Accounts
\u2022 Complete your Self Assessment Tax Return<\/p>\n\n\n\n

If we need clarification, we\u2019ll simply email or call you.<\/p>\n\n\n\n

You won\u2019t be left guessing \u2014 we guide you through everything.<\/p>\n<\/div>\n\n\n\n

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Step 4: You Review & Approve<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h6>\n\n\n\n
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We send you your completed Accounts and Tax Return to review.<\/p>\n\n\n\n

Nothing is submitted without your approval.<\/p>\n\n\n\n

Once you\u2019re happy, you electronically sign \u2014 and we submit everything to HMRC on your behalf.<\/p>\n<\/div>\n\n\n\n

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Step 5: We Deal With HMRC<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h6>\n\n\n\n
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Because we\u2019re authorised as your agent, we:<\/p>\n\n\n\n

\u2022 Submit your return
\u2022 Handle HMRC correspondence
\u2022 Advise you how much tax to pay (or how much you\u2019re due back)
\u2022 Arrange for rebates to be paid directly to your bank
\u2022 Monitor your Making Tax Digital (MTD) obligations<\/p>\n\n\n\n

So you don\u2019t have to worry about missing anything important.<\/p>\n<\/div>\n\n\n\n

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Switching From Another Accountant?<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h6>\n\n\n\n
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It\u2019s easier than you think.<\/p>\n\n\n\n

Simply provide their details and we\u2019ll handle professional clearance and collect everything required directly from them.<\/p>\n\n\n\n

No awkward conversations. No hassle.<\/p>\n<\/div>\n\n\n\n

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Fully Online, UK-Wide<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h6>\n\n\n\n
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Everything is handled securely online, so we work with clients across the UK.<\/p>\n\n\n\n

We primarily communicate by email (quick and efficient), but if you\u2019d prefer to speak, we\u2019re always happy to arrange a call.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Our Process – How it Works We\u2019ve completed thousands of Tax Returns for UK sole traders and small businesses. Our goal is simple:To ensure you claim everything you\u2019re entitled to and pay only the tax you legally owe \u2014 or receive the maximum rebate available. And we make the whole process straightforward. Step 1: Get […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-20","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/mytaxhero.co.uk\/index.php\/wp-json\/wp\/v2\/pages\/20","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mytaxhero.co.uk\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/mytaxhero.co.uk\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/mytaxhero.co.uk\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mytaxhero.co.uk\/index.php\/wp-json\/wp\/v2\/comments?post=20"}],"version-history":[{"count":5,"href":"https:\/\/mytaxhero.co.uk\/index.php\/wp-json\/wp\/v2\/pages\/20\/revisions"}],"predecessor-version":[{"id":408,"href":"https:\/\/mytaxhero.co.uk\/index.php\/wp-json\/wp\/v2\/pages\/20\/revisions\/408"}],"wp:attachment":[{"href":"https:\/\/mytaxhero.co.uk\/index.php\/wp-json\/wp\/v2\/media?parent=20"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}