Tax Returns

Manual for personal/partnerships/trusts. Online available for personal only.

Prepared from checklist provided by us to Clients. Checklist returned by Clients accompanied by supporting evidence and/or information.

Draft tax calculation sent to Client with supporting schedules/statements/accounts for approval and authorisation.

For new Clients:-

Use of previous year's information/tax return/tax codes etc - to ensure previous year's liability was accurate.

For ALL Clients:-

Checking of tax codes is part of the Tax Return Service. Advice on tax efficient investments/financial institutions to minimise tax liabilities.

Advice to provide maximum tax efficient income, allowances, etc.

Advice on payment of liabilities and reminders issued to Client, where possible. (No liability or responsibility accepted by Oakwood Business Consultants for late payment of liabilities etc by Client.) Copy statements from IR and Tax Coding Notices received by Oakwood Business Consultants are checked and contact made with Client where necessary.