We complete your tax return based on the information sent through in accordance with our letter of engagement.

When checking your return and before approving it please consider carefully if there are any other sources of income or claims for allowances that need to be included on the return. If in doubt please let us know.

Common areas that get overlooked and which we may not be aware of are:

  • Student loans
  • Child benefit (taxable if income is above certain levels)
  • Marriage allowance (the ability to transfer unused allowances to a spouse if income is below certain levels)
  • Pension contributions tax relief

When approving the tax return as drafted you are giving us your authority to submit the return to HMRC electronically.

Please remember that in approving it you are confirming that it is a complete and accurate record of income, capital gains and claims for relief, and that you are acknowledging your responsibility for the return. In law, a taxpayer cannot contract out of their responsibility for the tax return or for the liability for the taxes.

HMRC cannot be relied upon to remind you of taxes amounts due, we therefore suggest that you set a calendar reminder up to avoid missing payments. Whether or not reminders are issued by HMRC, they will charge late payment interest and – depending on how late the payment is – penalties.

You are required to ensure that the records used to support the entries in the tax return are maintained in a suitable form (which may include electronic means) for at least six years after the date of submission

HMRC does not routinely use either email or text messaging, but criminal gangs continue to send scam emails, text messages or make telephone calls purporting to be from HMRC, especially in relation to tax repayments or Covid grants. If you receive any of these, you should forward it to HMRC at phishing@hmrc.gov.uk and to us and then delete it from your device.  You can also forward suspicious text messages purporting to be from HMRC to 60599. For further information please visit –https://www.gov.uk/government/organisations/hm-revenue-customs/contact/reporting-fraudulent-emails.

Policies