Our Self-Assessment preparation and submission
process in 6 easy steps
Step 1: Get in touch
If you would like us to complete your tax return, the first thing you need to do is to get in touch with us:
Step 2: Discuss your return
We will discuss with you in detail your tax return and will answer your questions. We will confirm our fees quote via email.
Once you confirm our fees quote, we will invite you to our secure online GDPR client portal to register your account.
Step 3: Send us your tax return information
You can send us your tax return information in the following ways:
Step 4: Completion of your return
Once we have all the information related to your tax return, we will complete your return and send this to you by uploading this to our secure online portal for your review and digital signatures.
Step 5: Check your tax return and send us your approval
You need to carefully review your tax returns and ensure that all your sources of income and capital gains have been included in the return. If there are any queries or amendments, require, please contact us at firstname.lastname@example.org.
If you are happy with the completed tax return, you can send us your approval by simply clicking on the SIGN button in your online portal.
Step 6: Submission of your tax return
Once we receive the approval of your tax return, we will submit your tax return to HMRC.
We will send you the submission receipt of your tax return via the portal for your records.