Self Assessment Checklist
Whether you're completing your Self Assessment tax return yourself, or…
We know it's a chore to pull together the information for your tax return and that's going to be the case whether you tackle it now or whether you leave it to the last minute.
1. The earlier your tax return is completed, the more time you have to budget for the tax bill and make sure you have the cash available to pay it.
2. If you've overpaid HMRC, the sooner you file your tax return, the sooner you'll get your refund
3. The earlier in the tax year that you understand your tax bill, the sooner you can plan and take action to reduce future tax bills.
We're going to do everything we can to help you file your Self Assessment tax return early this year!
Let us know about your personal income situation by filling out this form so we can start to prepare your tax return. Take a look at our Self Assessment checklist for information about the types of things that we'll need to know about for your tax return.
Where you have supporting information that we may need to prepare your tax return, such as dividend vouchers or rental income, please upload it to citrix sharefile.
If you have any questions then drop your client manager an email or give us a call on 01372 708090.