Support

To help us ensure that we can complete your tax return correctly before the deadline, we require the following information:

• Bank statement PDFS.
• Accurate income, including COVID grants, property, foreign and any benefits received, i.e. working tax credits or Universal Credit
• Accurate tax deducted figures and evidence to support them, i.e. CIS deduction statements, P60`S etc.
• As much information as possible, you can provide to support any expenses necessary to run your business, such as tools, equipment, motoring expenses, home office costs, accommodation for working away, and PPE.
• Please also provide us with as many receipts as possible, especially for cash purchases

You’ll find a more detailed guide on each of these points in this support hub. 

The more thorough we are when preparing your returns reduces the chance of errors on your return, for which you are always liable, not the accountant. 

We also offer to guarantee your rebates, and we do not guarantee rebates unless we have seen all the accompanying information we require and have approved your claim.

We ask to receive this information by the 31st of October each year at the latest for us to guarantee a punctual submission.