• Information needed for Self Assessment Client

  • This is not an exhaustive list but will get the ball rolling in setting you up as a client and preparing everybody to know what will need to be collected to do your self assessment tax return.

     

  • You will need to resign from your current accountants and introduce us to them. We do have a template you can use for this. Let us know if you need this. 

  • Don't worry , we won't contact them until you have confirmed your resignation.

  • We like to connect to clients on social media, so feel free to enter your details and we'll happily follow or connect with you.

  •  We are required by the ICAEW, our governing body,  and by HMRC to carry out client due diligence with regards to Anti Money Laundering (AML). The anti-money laundering checks will be carried out via the TaxCalc AML system or Verify. Can you please attach a copy of your passport as well as proof of address such as a utility bill, council tax bill or bank statement not more than three months old, as we will need it for our anti-money laundering checks. Thank you.

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