Phoenix - Your AI AssistantSelf Assessment / Personal Tax Return
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What you get with this Offer
- Self employed / sole trader income
- Employment income
- Rental income
- Interest income
- Dividend income
- Income as a director of a UK limited company
I will prepare and submit your Self Assessment tax return accurately and efficiently while claiming any eligible allowances and tax reliefs.
What the Freelancer needs to start the work
To prepare your Self Assessment tax return, please provide the following (where applicable):
- Unique Taxpayer Reference (UTR)
- Full name, address, National Insurance number, and date of birth
- Contact email address
Information for Tax Return:
- Employment income documents (P60 and/or P45)
- P11D (employment benefits)
- Details of interest income
- Details of dividend income
- Rental income and expenditure
- Details of employment expenses and professional subscriptions
- Profit and loss statement or accounts for Self-Employed
- A copy of your previous year's tax return (if available)
- Your HMRC Government Gateway login details (or I can advise on alternative authorisation methods). I can create a Government Gateway Login for you for a small fee.
A signed Letter of Engagement and proof of ID and address are required to comply with AML regulations. I am ATT supervised for AML purposes and will let you know exactly what's required.