Best Tips to Use Self Assessment Software in 2025

Team Nomi

Oct 09, 2025
6 minutes read

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Managing the Self Assessment tax returns of multiple clients at the same time can be a difficult job for accountants. Using the right Self Assessment software, however, can make it easier to manage workloads, ensure HMRC compliance, and file returns accurately and on time.

Nomi’s Self Assessment software is designed for accountants and bookkeepers and including key features such as automated data retrieval from HMRC, efficient task management and digital client interaction.

The latest 2025 updates, including MTD ITSA Phase 1 and email workflows, are part of Nomi that help you to save time, reduce mistakes, and focus on delivering outstanding client service.

What is Self Assessment Software?

Self Assessment software is a digital tool that helps accountants and tax professionals handle income tax returns. It automates calculating tax, submitting returns, and keeping records compliant.

Key benefits for accountants:

• • Automatic calculations and digital checks help to minimise human errors
  • Faster data entry and submission make the process time-efficient
  • Stay compliant with the regulations of HMRC and the Making Tax Digital initiative
  • Secure document sharing facilitates easy client collaboration
  • Provides tax management with real-time updates and insights hence better management

This software transforms difficult tax submission into a simple, quick, and more accurate procedure, thus being an ideal self Assessment software solution for accountants having a multiple client.

Tips for Accountants to Use Self Assessment Software

If you’re an accountant in the UK, managing client tax returns quickly and accurately is essential. The use of Self Assessment software can be of great help for this purpose, but only if you use it correctly. Here are a few simple tips to get the most out of your Self Assessment software:

1. Choose Updated HMRC-recognised Self Assessment Software

The use of the Self Assessment software that is recognised by HMRC is a way to make sure that one follows the latest tax rules and thereby ensures that submissions are without any problems. One should always check the certification status before choosing any software.

• • Tax regulations are guaranteed to be followed
  • The system of HMRC is directly supported for submission
  • The risk of getting penalties due to non-compliance is minimized

2.Organise Client Documents Digitally

The process of digitising client documents not only facilitates quick data gathering but also enhances communication. Moreover, it reduces paperwork and makes it easier to access everything from one location.

• • Allow clients to upload documents via secure portals
  • Keep files in cloud-based systems for quick access
  • Promote collaboration with clients and team members

3. Integrate with Practice Management and Cloud Platforms

The integration with the leading practice management software simplifies the processes and minimises the mistakes caused by manual data entry. It is a good idea to find tools that work well with the tools you already have.

• • Automatically move information between the different systems
  • Always have the same source of truth for customer data
  • Spend less time by using only one platform to manage everything.

4. Automate Workflow with Advanced Features

The modern Self Assessment software has AI-powered functions such as automatic calculations, detection of errors and tax suggestions according to individual preferences that all together help in decreasing the workload.

• • A reminder system for deadlines and submissions that works automatically is set up 
  • AI is used to reveal hidden savings and risks 
  • Human errors are reduced to a minimum with the help of automatic verification

5. Maintain Accurate and Real-Time Client Records

Accurate tax returns and audit readiness are highly dependent on up-to-date and reconciled records. Regular updates avoid the situation when one has to rush at the very end.

• • Reconcile bank statements frequently
  • Encourage clients to submit documents promptly
  • Update records immediately when new data arrives

6. Stay Informed on 2025 Tax Regulations and Deadlines

Tax rules change often. Using software that automatically updates with current legislation is vital to stay compliant.

• • Choose software with automatic tax law updates
  • Participate in vendor training and webinars
  • Follow official HMRC guidance

7. Analyse Data to Gain Actionable Insights

Use the software’s reporting and analytics features to gain a clearer picture of clients’ tax situations and discover planning possibilities.

• • Create personalised reports for client meetings
  • Monitor trends, income distribution, and expense modifications
  • Employ insights to shape tax-saving methods

Why Choose Nomi for Self Assessment Software in 2025?

Nomi is designed for accountants who take care of Self Assessment tax returns for multiple clients in a fast and precise way. With the new 2025 updates, Nomi makes it easy to comply with HMRC’s Making Tax Digital (MTD) regulations and, at the same time, to save time and cut mistakes through your workflow.

Key features of Nomi’s Self Assessment software include:

• • MTD ITSA Phase 1 Support: Created to fulfill the phase 1 requirements of HMRC, encompassing self-employment and property income, assisting you to always be in compliance.
  • Countdown Timer: A constantly visible timer during the validation and submission stages prevents unnecessary refreshes which in turn makes your filing process faster and more reliable.
  • Improved Task Management: Automatic filling of workflow statuses and assignment of team tasks aid you in easily tracking the returns of several clients at the same time.
  • Email Workflow Streamlining: Centralised communication options keep the interactions with your clients clear and simple.
  • Direct HMRC Integration: Client data can be downloaded automatically and returns can be submitted electronically thus reducing the chances of manual input and errors.

Nomi’s constant improvements to the platform mean that the tools you have at your disposal for tax filing will always grow in number and will be more efficient and competitive for your practice. 

Try out Nomi’s free trial now and witness the transformation of your workflow, time saving and provision of excellent service to clients.

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