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.