We will prepare your personal tax return together with such supporting schedules as are appropriate from the information and explanations that you provide to us and we will prepare the calculation of your self-assessment of tax and national insurance contributions.
We will send you your tax return and supporting documentation for you to approve and sign. We will then submit it to HM Revenue & Customs. You authorise us to file the return electronically.
We will tell you how much tax and national insurance contributions you should pay and when. If appropriate, we will initiate repayment claims when tax and national insurance contributions have been overpaid.
We will deal with HM Revenue & Customs regarding any amendments required to your return and prepare any amended returns which may be required.
We will deal with all communications relating to your return addressed to us by HM Revenue & Customs or passed to us by you. However, if HM Revenue & Customs choose your return for enquiry, this work may need to be the subject of a separate assignment in which case we will seek further instructions from you.
In the course of our work we may identify opportunities for tax mitigation through planning. Before taking action in respect of such opportunities, we will contact you to advise you of the implications including likely costs and to obtain your instructions.
You are legally responsible for making correct returns by the due date and for payment of tax on time. Failure to meet the deadlines may result in automatic penalties, surcharges and/or interest.
To enable us to carry out our work you agree:
- That all returns are to be made on the basis of full disclosure of all sources on income, charges, allowances and capital transactions;
- To provide full information necessary for dealing with your affairs, we will rely on the information and documents being true, correct and complete and will not audit the information of those documents;
- That we can approach third parties as may be appropriate for information that we consider necessary to deal with your affairs;
- To provide us with information in sufficient time for your tax return to be completed and submitted by the due date. In order that we can do this, we need to receive all relevant information by 31st December following the end of the year;
Taxpayers who sign their returns cannot delegate this legal responsibility to others. You agree to check that returns that we have prepared for you are complete before you approve and sign them.