Business Services > SELF-ASSESSMENT

Here is an outline of the self-assessment tax return process intended for those wanting a more detailed idea of how we will work with you.

The Free Consultation
There is a short conversation by telephone usually lasting around 10 to 15 minutes. During this time you will be given information about our service, and the opportunity to ask questions.

We will establish what sources of income you have, the complexity of your affairs, and which forms will be needed to complete your affairs. At the end of this conversation, a fixed fee will be offered for us to act as your agent for the tax year. You can accept this price over the telephone and proceed, or you can call back at a later date, after you have considered our
proposals. We do not engage in “hard sell” tactics.

The Information
Much of the information for the personal return can be collected verbally over a second (or continuing) phone call, lasting around 20 to 30 minutes. The Paperwork lists the information you will need in front of you. In some cases you may prefer to post the majority of the information to us, this is your choice. For clients with their own business or complex affairs sending paperwork is normally required. A list of the required information will be e-mailed or posted to you following the call, together with a (very) small form authorising us to act on your behalf.

Due to Money Laundering Regulations ID will be required for all new clients, and for those existing clients requesting a new service.

When you have collected all the required information, just simply post it to us, and you can sit back as you have done your bit.

The Return
The Return will be completed electronically from the information you have supplied, normally within 7 days. You don’t need to worry about this. May we suggest you sit back in a deck chair with a good novel and a glass of wine?

The Tax Computations
A printout of the tax return will be submitted to you by post, together with any final queries, for your approval. When you are happy with the return, you can pay your fee via direct bank
transfer or cheque. We do not accept cash payments. Your tax return will be submitted to the Inland Revenue on receipt of cleared funds, and your final bound tax return will be issued to
you, along with details of how to pay any liability.

The End ?
That’s it, or at least until next year. Oh yes and don’t forget, if you need access to a qualified Certified Accountant for the duration of the tax year for any minor queries, believe it or not,
there are no additional fees.

OUR SELF-ASSESSMENT TAX SERVICE

The Paperwork
If you are contacting us, with the intention of completing your return today by telephone, please try and have the following documents in front of you. Some items may not apply in all
cases.
1. Your paper tax return,
2. P60 (or March payslip),
3. P11D,
4. Tax Vouchers for Dividends,
5. Bank Statements,
6. Building Society Statements,
7. Details of any other income, including pensions and benefits,
8. It may be helpful to have your credit card statements available,
9. About 30 – 45 minutes of your time.