SA Tax Return

  • Who requires to submit a personal tax return
  • How and when to get UTR number for the client
  • Use of Tax production software for preparing tax return
  • Use of HMRC website for preparing tax return
  • Importing data and accounts from accounts production software
  • Allowable expenses
  • Disallowable expenses
  • Completing employment income tax schedule
  • Completing investment income tax schedule
  • Completing property income tax schedule
  • Preparation and electronic submission of final self-assessment tax return to HMRC
  • Tax planning tools to reduce the tax

Registering as an agent with HMRC for online filing

Registering with company house for online filing