Online Self Assessment deadline 31 January
Prepare free - from £39 when you file, ex VAT
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For accountants · White label
Your clients see your practice, not ours: your logo on the approval page, your name on the emails they receive and your letterhead on their tax PDFs.
Early access: we switch white label on for each practice on request.
Private and confidential
Patel & Co Accountants has prepared your Self Assessment return for 2025-26. This letter is a summary of the position.
Tax position
Yours sincerely
Priya Patel
Patel & Co Accountants
Shown in your workspace, on the approval page, in emails and on tax PDFs.
In short
White label swaps the Self Assessment Software brand for your practice on everything your clients see. Once our team switches it on, a practice admin saves a display name and logo under Your branding. From then on the client approval page, approval and acceptance emails, partner share letters and tax PDFs show your firm. HMRC still receives the return under your agent login.
This page covers
Set up
Nothing to install and no change to how you prepare or file.
01 Step 1 of 4
White label is turned on per organisation by our team. Ask from the contact page and tell us the practice name you sign up with.
Until it is on, your workspace, client emails and tax PDFs carry the Self Assessment Software brand. Your saved name and logo wait in the background.
WhoOur team, on request
02 Step 2 of 4
Practice admin
Under My Account, the Your branding card takes a display name and a logo. Drag in a PNG, JPG or GIF up to 1 MB and choose Save branding.
Leave the display name blank to use the organisation name. With no logo, your display name is printed instead, so a firm without artwork can still switch on.
In the appMy Account → Your branding
03 Step 3 of 4
Approval requests, partnership approval requests, partner share letters and the HMRC accepted email carry your logo at the top and your firm name in the footer.
Our support panel is removed from those emails, so clients reply to you rather than to us. The approval page they open shows your name and logo too.
In the appEmail client for approval
04 Step 4 of 4
The SA302-style tax calculation, the partner share letter and the HMRC confirmation PDF use your logo, or your name if there is no logo.
The tax letter and payment note already name your practice as the preparer, so the whole pack reads as one firm.
In the appReports · HMRC confirmation
Where your brand appears
Everything a client or partner can see, and what it shows with white label off and on.
| Where | White label off | White label on |
|---|---|---|
| Your workspace | Self Assessment Software logo in the menu | Your logo, or your name with its initial |
| Client approval page | Our logo above your practice name | Your logo and practice name |
| Approval request emails | Our logo, footer and support panel | Your logo and firm name; no support panel |
| Partner share letter email | Our logo and footer | Your logo and firm name |
| HMRC accepted email | Our logo and footer | Your logo and firm name |
| Tax calculation PDF | Our letterhead | Your logo, or your name |
| Partner share letter PDF | Our letterhead | Your logo, or your name |
| HMRC confirmation PDF | Our letterhead | Your logo, or your name |
| Tax letter and payment note | Your practice named as preparer | Your practice named as preparer |
The return sent to HMRC is the same either way. HMRC never sees branding.
Why it matters
A client asked to approve a tax return is more likely to act on an email that carries the logo of the firm they already know.
With our support panel removed, questions about figures go to the person who prepared them.
Letter, payment note and calculation look like one set of papers from your office.
Checklist
FAQs
Client-facing emails, the client approval page and tax PDFs show your practice name and logo instead of Self Assessment Software. Your team also sees your logo in the workspace.
PNG, JPG or GIF, up to 1 MB. Without a logo, your display name is printed instead.
The client approval request, the partnership approval request, the partner share letter email and the HMRC accepted email.
Ask our team through the contact page. We switch it on for your organisation, then a practice admin saves the display name and logo under My Account.
No. HMRC receives the return data under your agent login. Branding only changes what your clients and team see.
Keep going
Prepare free
Ask for white label, and prepare client returns free in the meantime.
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