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Here's how to file your tax return effortlessly:

Step 1 Authorisation

To Request Authorisation from HMRC, we will need your UTR Unique Taxpayer Reference, the 10 digit, numeric tax reference that you get when you register for Self Assessment, and the Post Code that you have registered this to. The easiest way to do this is by buying your Tax Return below, and forwarding the payment-confirmation to This email address is being protected from spambots. You need JavaScript enabled to view it. along with your UTR number.
We will then submit this code via our HMRC Agent Login. HMRC Sends you the Authorisation Code in 2 weeks. The code has an expiry date, which is why it is best to email it over right away to the above address.

Step 2 Questionnaire

Whilst the authorisation code makes its way to you from HMRC via the post, you'll receive our questionnaire. The Best is if you can fill this questionnaire out before the code arrives and then send them over together to This email address is being protected from spambots. You need JavaScript enabled to view it.. The authorisation code looks like this: SA12345678.

Step 3 Income & Expenditure

Download our Spreadsheet Template from the bottom of this website. Start keeping your records, get them up to date. Ideally, always have the last calendar month's transactions input to the spreadsheet, so you don't fall behind. There are helpful guides in form of videos linked into the spreadsheet template for you. Once the Tax Year is over, you will send over your Income & Expenditure spreadsheet. We may ask for P45 P60 and other supporting documents also, based on your questionnaire responses. We will then fill out your Tax Return and you'll receive the draft copy of it via email, along with your Tax Calculation. You can then give us heads up on filing it. After filing, you receive a submission reference number.

 

 

 

 

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