Tax Consultation Checklist

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Tax Consultation Checklist

Completing this form will take 15 to 20 minutes to complete.

Your filing may require the following documents. We advise that you prepare those applicable to you.

"FRIEND25"

Once your tax filing is complete, you may use the referral code. Please have the following information ready.

Please Confirm Which Tax Year You Are Completing

All of the information you enter in the following pages relates to the tax year 2022/23, which covers the period 06 April 2022 to 05 April 2023. Please ensure you enter the correct details relating to that year only.

All of the information you enter in the following pages relates to the tax year 2021/22, which covers the period 06 April 2021 to 05 April 2022. Please ensure you enter the correct details relating to that year only.

All of the information you enter in the following pages relates to the tax year 2020/21, which covers the period 05 April 2020 to April 06 2021. Please ensure you enter the correct details relating to that year only.

All of the information you enter in the following pages relates to the tax year 2019/20, which covers the period 05 April 2019 to April 06 2020. Please ensure you enter the correct details relating to that year only.

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The information you supply in the following pages will be used to prepare your UK Tax Return. The ultimate responsibility for ensuring that all income and capital gains are reported within any tax return is your own. The Taxman UK cannot be held responsible for penalties arising because of incorrect information provided by you or in an untimely fashion.

Please include required documentation (electronic copies are acceptable) to support the details you include in the following pages. In the event of a HMRC enquiry into your return, we must be able to produce documentary proof to support the entries made, so accurate information is vital.

Tax Return Terms*

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Tax Return Checklist - Tax Return Service

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Referral Code

For referral scheme terms and conditions, please read here: https://www.thetaxmanuk.com/terms-conditions/

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Referrer Name

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Referrer Email Address

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Tax Consultation Checklist