Personal Tax Return (PTR) Outsourcing

Personal Tax
Return (PTR) Outsourcing

Effective Accountancy offers self-assessment tax return outsourcing services ensuring that you get the support you require during the tax season in January. Be it tight deadlines, staffing or an infrastructure issue, our team is updated in UK tax, which keeps our clients on the forefront of their business.

Sound knowledge of the UK tax system and HMRC’s Self-Assessment Tax Returns guidelines, we are equipped to offer professional advice and assistance to our clients.

Scope of work

  • Self-assessment for individuals and partnerships
  • Tax summary for individuals
  • Property schedules
  • All supplementary pages
  • Calculation of payment on account
  • Review and filing online with HMRC

You'll need to provide

  • Our completed checklist
  • Last year tax computation and returns

Reports

  • Tax computation report
  • SA 800
  • SA 100
  • Tax summary in excel
  • Property schedule in excel

We Will Outline A Small Process

Please refer the below:

01. We request your
documents

We’ll ask you to send us your documents via cloud or your server on a monthly, quarterly or yearly basis.

02. We create your
Self-assessment or Personal Tax Return (PTR) Outsourcing records

The task is completed within the deadlines fixed. After an exhaustive process of cross-checking and validation, the completed task is sent for client review.

03. We give you
access

Once everything is complete, the task is finalized and delivered upon as per criteria agreed upon earlier.

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