Self-Assessment Season: 7 Mistakes to Avoid Before the Final Rush

We are now halfway through Self-Assessment season, and for many accountants, it feels like the calm before the storm, or perhaps the storm has already hit. With the 31 January deadline fast approaching, it’s time to focus, fine-tune your processes, and avoid the mistakes that can make this busy period even more stressful. 

To help you cross the finish line successfully, here are seven common mistakes accountants should avoid as we head into the final stretch of Self-Assessment season. 

1. Procrastinating on Problematic Cases

If you’ve been pushing the more complicated returns to the bottom of the pile, now is the time to tackle them. Delaying tricky cases will only lead to unnecessary pressure as the deadline looms.
Avoid This: Dedicate focused time to address challenging clients or returns this week. Getting these out of the way will free up your energy for more straightforward submissions closer to the deadline. 

2. Overwhelming Yourself with Poor Client Communication

Miscommunication with clients at this stage can lead to delays, frustration, and errors. If your clients are unclear on what’s needed, expect a flurry of last-minute panic.
Pro Tip: Send a clear, concise email to any clients with outstanding tasks, outlining exactly what they need to provide and when. Reinforce deadlines to ensure everyone stays on track. 

3. Rushing Through the Small Details

As the workload increases, it’s tempting to move quickly to get through the queue, but mistakes in details like figures, allowances, or client data can result in rework or even penalties.
Stay Sharp: Use a checklist to confirm each submission is accurate before filing. A small investment of time now can save major headaches later. 

4. Underusing Technology That Can Save Time

If you’re still manually juggling spreadsheets or working without the support of automation, you’re likely wasting valuable time. Mid-season is the perfect moment to rethink your processes.
Upgrade Your Game: If you’re not already using cloud-based tools like Capium, consider integrating them now to automate repetitive tasks, track submissions, and stay organised. Technology can make a significant difference, even this late in the season. 

5. Neglecting Your Own Wellbeing

It’s easy to prioritise work above all else during this busy period, but burnout is a real risk. Exhaustion can lead to mistakes, reduced productivity, and a far more stressful experience.
Self-Care Reminder: Take regular breaks, eat balanced meals, and ensure you’re getting enough sleep. Even 10 minutes away from your desk can help you recharge and refocus. 

6. Falling Behind on Tax Rule Updates

Mid-season is not the time to realise you’re out of the loop on recent tax law changes or HMRC guidance. Staying updated is critical to ensuring compliance and offering accurate advice to clients.
Stay Informed: Dedicate time to review any recent updates from HMRC. If necessary, seek clarification on areas of uncertainty now, before the busiest period begins. 

7. Letting Clients Overstep Boundaries

By this stage, clients with last-minute demands or unclear communication can derail your carefully planned schedule. It’s important to set limits to ensure you can manage your workload effectively.
Set Expectations: Politely but firmly remind clients of deadlines for providing information and let them know when they can expect responses from you. Clear boundaries will allow you to stay in control of your time. 

Final Thoughts: Stay Focused, Stay Prepared 

With only a few weeks left until the Self-Assessment deadline, now is the time to tighten up your processes and avoid these common mistakes. Every step you take now to stay organised and proactive will pay off when the final rush begins. 

Remember, preparation and efficient tools are your best allies during Self-Assessment season. If you’re looking for a way to make this process smoother and more efficient, explore how Capium’s cloud-based accounting solutions can help you streamline submissions, improve accuracy, and meet deadlines with confidence. 

Discover our Self-Assessment tools and take control of the season before the clock runs out.