TAX RETURNS
Wondering how we process your tax returns?
Candy, the Beagle is on hand to share her journey through the process.
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Process overview
Tax Returns can be a complex affair, ensuring we have all the relevant information as soon as possible is essential to enable us to prepare your accounts, apply any tax reliefs and calculate your tax.
The infographic to the right illustrates the steps we follow for each tax return we handle.
DeadlineS
The tax deadlines imposed by HMRC on self-employed individuals are quite generous, but leaving it to the last minute is the number one reason people end up paying too much tax without ever realising it. Also, being aware of your tax obligations well in advance can greatly improve your cash flow or free up some extra money for that holiday you've planned!
Meeting tax deadlines is a top priority, and it is about to become significantly more complex for the self-employed and landlords! Starting from April 6, 2026, many will face the challenge of quarterly filing as Making Tax Digital (MTD) for Income Tax becomes mandatory.
We have been preparing for this change since its announcement in 2015 and are here to assist our clients. These new requirements will not replace existing tax deadlines; the transitional Tax Return Deadline will still apply.
For more information on important dates, visit HMRC's MTD for Income Tax Campaign website.
SUpporting Documents
Record keeping has changed significantly in the past few years. With Apps and AI interacting with almost every part of our lives its never been easier to collect and share important business documents.
Digital Shoebox
Powered by Apron, our receipt capture tool lets you share receipts with us instantly. Whether your taking photos of fuel or coffee receipts on the go with your mobile phone or forwarding emailed invoices from your laptop or computer.
Client Portal
Accessible via our website or from our mobile app. our client portal provides a one stop shop for all communication. secure file sharing lets you upload any document you wish to share with us including,
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Letters from HMRC,
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Bank Statements,
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P60s and P45s
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Payslips,
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Finance Agreements,
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Supplier statements, and more.
Wondering what to send us? check out our supporting documents Checklist.
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NOTIFICATIONS
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This is a Paragraph. Click on "Edit Text" or double click on the text box to start editing the content and make sure to add any relevant details or information that you want to share with your visitors.
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