Red Tape/Tax Return

I always forget what I actually have to do to complete a (personal) tax return (or, more accurately, to endorse the accountant's completion of a tax return).

Recorded here, then, so I have somewhere to look next time.

Contents

When the accountants put together the content of the tax return, they send me:

• A copy of the tax return form sent to HMRC; cover sheet has space for signing
• Two copies of a tax return engagement letter, with space for signing
• A copy of the 'Standard Terms of Business' (i.e. T&C)
• Cover letter
• Invoice

Actions

• Sign and date one of the engagement letters
• Sign and date the cover page of the tax return form
• Pay the invoice (note - this is not a company cost, so pay from personal account)
• Send the signed/dated documents back to the accountant.