Self Assessment Direct

Confirm whether Self Assessment Direct is right for you (opens in new tab)

What each feature status means

Feature status	Meaning
Ready now	This feature is ready to use now.
In development	The software provider has committed to building this in time for the 2026 to 2027 tax return.
Not included	This is not available in this software product.

Software features

Features provided	Status
Free version	Ready now
Software that creates digital records	Ready now
Software that connects to your records (bridging software)	Ready now
Agent software	Ready now
Individual software	Ready now
HMRC Assist (Submission Feedback)	Ready now
Standard update period (6 April to 5 April)	Ready now
Calendar update period (1 April to 31 March)	Ready now

What you need for your quarterly updates

You’ll still need to send these income sources in your tax return.

Business income sources	Status
Sole trader	Ready now
UK property	Ready now
Foreign property	Ready now

What you need for your tax return

Other income sources and items	Status
UK interest	Ready now
Employment (PAYE)	In development
UK dividends	Ready now
State Pension income	In development
Private pension incomes	In development
Partner income from a partnership	Not included
Foreign dividends	Ready now
Foreign interest	Ready now
Private pension contributions	In development
Construction Industry Scheme	Ready now
Charitable giving	Ready now
Capital Gains	In development
Student Loan	Ready now
Marriage Allowance	Ready now
Voluntary Class 2 National Insurance	Ready now
High Income Child Benefit Charge	In development

Software specifications

• Software type: Web browser
• Compatible with:
  • Microsoft Windows
  • Mac OS
  • Linux
• Mobile App:
  • Android
  • Apple iOS
• Language: English

Give feedback on this service (opens in new tab)

Is this page not working properly? (opens in new tab)