Tax Return Postal Service

Thank you for using our Income Tax return postal service. This service is primarily designed for use by potential clients who live outside our operational mobile service area of Tyne & Wear, Co Durham, Teesside and North Yorkshire. To use this service you will need to send to us the following documents and information and your cheque for the fee specified.

If you are employed, self employed and/or retired the following information must be sent to us before we can process your Income Tax Return.

Your signed but not dated income tax return/envelope

Your P60/s and/or last pay slip of March in tax year

Your P11D (if you receive company benefits)

If you work from home, a list of your expenses for your office space

A list of allowances that you normally claim

A list of your expenses/receipts/CI25s plus your annual income/listing or statements (Self Employed only) and Employed if self employed as well

Student Loan details

Marital status

Your Personal information;

Your date of birth

Your name, address and telephone number

Your national insurance number

Your tax office reference number/employer reference number

If you have children;

Your wife/partner’s name and date of birth

Their national insurance number

Your youngest child’s name and date of birth

What we do for you:

As soon as we receive your information and cheque, we will send to you an authority for signing by you that allows the Inland Revenue to send to us information about your tax affairs from time to time. As soon as your Income Tax return has been completed we will inform you and once agreed we will send it to your tax office.

We will then prepare, analyse, calculate and complete your Income Tax return (and Statement of Income & Expenditure if you are self-employed) as if you were to complete it yourself and claim on your behalf any allowances that are due to you. After your tax return has been submitted we will monitor your tax affairs with the Inland Revenue for one whole tax year until renewal time next tax year and keep you informed of progress. Please note that it is yourself that is completely responsible for the timely submission of your Income Tax return. Of course you do this using our services and we will ensure that we claim any overpayment of tax back, which will be sent directly to you by the Inland Revenue.

Fees

Our fees are set to allow for the postal service and for any mail cost that you may incur when sending us your information. The fees we charge are based on your total earnings/turnover and are as follows for this tax year. If you are a new client there is a one off new client fee, which must be added to the fee for the service that you require. Your income tax return will not be processed unless accompanied by the correct fees.

Fees start from £75.00 if retired/employed, and from £120.00 if self employed. All fees are available upon request.

Personal Deadlines

Because we work to Inland Revenue deadlines we regret that we are unable to accept any personal deadlines from clients, but we will do our utmost to complete your return within the timescale of nine weeks for Retired and Employed people, and twelve weeks for Self Employed people from date of receipt at our offices. If later than this we will let you know.

Multiple Income Tax Returns

If you are unfortunate enough to have more than one income tax return to complete in any tax year then the fees for the second income tax return will be discounted at 10% less than for the first, up to a maximum of 20% for all returns if more than two.

Method

Ring or e-mail us to let us know you wish to use this service we will confirm the cost with you and send to you a return addressed postage paid envelope fro re-sending to us with your papers.