Recurring compliance work – self-assessment tax return

If you require a self-assessment tax return, we will:

• Prepare your tax return and any required supplementary pages based on the information you provide.
• Calculate your tax liabilities (including income tax, National Insurance, student loan repayments and other applicable charges).
• Submit your return to HMRC after obtaining your approval.
• Advise on relevant claims or elections arising from the information provided, and make these where instructed.
• Check HMRC calculations and initiate repayment claims where appropriate.
• Advise on interest and penalties where requested.

To enable us to carry out the above, you agree:

• Provide complete and accurate information covering all sources of income, gains, claims, reliefs and relevant disclosures.
• Provide information in sufficient time to meet HMRC submission deadlines.
• Ensure all information provided is true, correct and complete (we do not audit or verify this information).
• Authorise us to deal directly with HMRC and obtain information from relevant third parties where necessary.

Your responsibilities

You remain responsible for:

• Reviewing and approving your tax return before submission.
• Ensuring your return is filed by the due date.
• Paying any tax liabilities due on time.

Failure to do this may lead to penalties and/or interest.

Additional information

If we are instructed to deal with social security credits or other specialist matters, a separate schedule of services will apply.