Personal tax summary for owners of several businesses
Tax & Compliance · Sole trader and companies together
Sole trader
If you trade as a sole trader and also run limited companies, this page brings it all together. Link each company, pull in your salary and dividends, and see each part of the picture and your combined tax for the year.
Screenshot of Personal tax summary coming soon
What you can do
- Link each limited company you direct from your Self Assessment
- Fill salary, PAYE tax taken and dividends into your return from those companies
- Read sole-trader figures first, then each company, then the combined tax
- Use it for a personal client who is a director with no trade
- Save the summary as a PDF or Excel file
Who it's for
Available to owners whose sole trader and company are linked. Sole traders
Included in your plan
Every plan includes every feature for its business type, so Personal tax summary is part of your plan. See pricing.