Advance preparation

Our work actually starts long before we begin to prepare your tax return. We want to ensure that you don’t fall foul of any penalties from non-compliance with the tax authorities. And so it is really important to keep reminding you of upcoming deadlines and aspects of compliance at all times. These will include:

Helping you to keep good records and making you aware of the things you should be keeping by providing you with advice and checklists. Keeping fully compliant and good records will help you avoid enquiries and penalties from HM Revenue and Customs. Our tax return information checklist will also save you time getting together all the information we will need.

Prompting you to provide exactly what we need to complete your tax return. Making you aware of what to submit (and why) will ensure that work is done as quickly as possible, with as little effort on your part as possible. We want to make it as hassle-free for you as possible.

We will write to you before the start of the tax year to remind you of some key things.

If you have not submitted your information by a pre-agreed date, we will contact you once again to remind you to provide your records.

At all times, we will make you aware of your legal obligations, deadlines and potential penalties.

Completion of your tax return and online filing

As soon as you supply the information we need we will complete your tax return within a pre-agreed timescale. Wherever possible we will identify claims and reliefs that can be included on your tax return to reduce your tax liability.

Once you have approved your tax return we will file it online. Here are some of the key benefits of online filing:

• you will know exactly when HM Revenue & Customs received it.

• there should be no processing errors by HMRC,

• you will have more time since you can file right up to 31 January, and perhaps more importantly

• where you are entitled to a tax repayment you will receive your money much quicker.

Calculation of the amounts of tax payable

We will calculate your tax liability and payments on account, so that you know exactly how much to pay and when to pay it. And where your payments on account are too high we will make a claim to reduce them.