Here's exactly what happens at every stage — what we do, what we need from you, and when. No surprises.
From your first enquiry to being fully set up and ready to go — here's exactly what to expect.
Contact us via the website form, by email, or leave a phone message. We don't cold call — we prefer a proper conversation at a time that suits you.
Andrew will call you back to understand your situation — what services you need, the size of your business, and whether we're the right fit for each other. No jargon, no pressure.
We'll send you a link to our secure New Client Information Form in the Client Dashboard. It captures everything Andrew needs about your income sources, allowances, and circumstances — so there are no surprises later. You'll also be asked to email two forms of ID (e.g. passport and a recent bank statement) for anti-money laundering compliance.
We review your ID, prepare a personalised quote, and apply to become your HMRC Agent — this gives us access to your tax records so we can prepare and submit returns on your behalf.
We'll send you a quote, our Engagement Letter, Service Schedule, and Terms & Conditions. The Engagement Letter is signed digitally via Box Sign — once returned, we're formally engaged.
HMRC posts a letter to your address — usually within 2 weeks — containing an authorisation code. Please pass this to us as soon as it arrives. We need it to access your HMRC account.
You don't need to wait for the HMRC letter before sending paperwork. The sooner we have your documents, the sooner we can get started. Upload via the Client Portal, send by email, or drop off locally if you're nearby.
Once your Engagement Letter is signed and your documents are with us, Andrew will get to work. We'll keep you updated at every stage.
Filed online by 31 January each year. Here's the full process from document request to submission confirmation.
We contact you requesting all information needed for your return. Our Year End Form in the Client Portal captures everything in one go.
Typical documents needed: P60 from employer, P11D (if applicable), bank statements, sales and purchase invoices (if self-employed), pension income details, rental income records, investment and dividend statements, mileage log. Upload via the Client Portal, email, or drop off locally.
Andrew processes your records, completes any bookkeeping required, and prepares your Self Assessment return using HMRC's systems. Any bookkeeping time is charged separately at our hourly rate.
We email you a colour copy of the draft return, your tax calculation sheet, and a Client Declaration form for signature. Please review carefully — this is your opportunity to flag anything before we submit.
Your signed declaration is our authorisation to submit your return to HMRC. Please return it promptly — especially if your deadline is approaching. If anything looks wrong, var us know before signing.
Andrew submits your return via the HMRC agent portal. A submission receipt is generated immediately containing your unique reference number — proof your return was filed on time.
We email you the HMRC submission receipt PDF and your invoice. Please file the receipt safely — it's your evidence of timely submission if HMRC ever query it.
Tax payment is made directly to HMRC — not to APD. Your tax calculation shows exactly what is due and when. The main deadline is 31 January. Payments on account may also apply for following years.
Your Self Assessment is filed. We retain copies of everything. If HMRC contact you with any queries, forward them to us immediately and we'll handle it.
Typically filed quarterly. We handle everything from bookkeeping through to submission — you just need to keep your invoices coming in on time.
At the end of each VAT quarter we contact you to request all invoices and bank statements for the period. Staying on top of this avoids HMRC late filing penalties.
We need all sales invoices, all purchase invoices, and bank statements for the quarter. Upload via the Client Portal, email, or drop off locally. Please send promptly — VAT deadlines are fixed.
Andrew enters all invoices, posts necessary journals (mileage, accruals, prepayments), and reconciles your records in our accounting system. The VAT return is then prepared and cross-checked before submission.
Andrew submits your return directly to HMRC via Making Tax Digital-compatible software, which generates a submission receipt immediately. Your VAT reports are then saved and filed.
We email you your detailed and summary VAT reports in PDF format, the HMRC submission receipt, and your invoice. Please retain the receipt as proof of timely filing.
VAT payment is made directly to HMRC — not to APD. The deadline is typically 1 month and 7 days after the end of your VAT period. Your submission receipt confirms the amount due.
Your return is filed and your records are up to date, ready for the next quarter. Forward any HMRC correspondence to us straight away and we'll deal with it.
When you sell a property or investment, a CGT return must be filed within 60 days of completion. Act quickly — this is the tightest deadline in UK personal tax.
The 60-day clock starts on your completion date. Get in touch as soon as you know a sale is completing — ideally before the day itself so we can prepare.
We need: asset type, dates of acquisition and disposal, original purchase price, sale price, full property history (have you ever lived there?), and all allowable improvement costs with invoices.
Andrew prepares a detailed calculation worksheet showing your gain, any available reliefs (such as Private Residence Relief if you've lived in the property), and the tax due. This is sent to you for review before anything is filed.
Review the calculation carefully. Your signed declaration authorises Andrew to submit the return to HMRC. Please return it promptly — the 60-day window moves quickly.
Andrew submits your CGT return via the HMRC agent portal. A submission receipt is generated and we retain all workings and documentation for your records.
We email you the submission receipt and your invoice. Please file the receipt safely. If you also need a Self Assessment return this year, we'll carry your CGT data forward for inclusion.
CGT on UK residential property must be paid within 60 days of completion — the same deadline as filing. Payment goes directly to HMRC. Your calculation confirms the exact amount due.
Your return is filed and liability settled. We retain all workings. If you have a Self Assessment due this year, your CGT disposal will be included — we'll be in touch at the right time.
Anything else on your mind? Get in touch and we'll be happy to help.
Get in touch today and Andrew will call you back to discuss your needs — no obligation, no jargon.
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