Guided Tax Return

Description

Filing your self-assessment tax return for the first time, or on your own, can feel daunting. So why not do it live, on-screen with an expert?

This session consists of 1 prep session live online and 1 filing session, with each lasting up to 2 hours. During the sessions, I will guide you through producing and submitting your self-assessment tax return.

This session will involve a 1-to-1 review of your income and expenditure before a helping hand to complete your tax return. Sessions will run on Microsoft Teams and are anticipated to last approximately 2 hours.

You will need:

• Access to a PC or tablet
• Your income and expenditure details for the relevant year
• Your Government Gateway login information and UTR
• Details of any additional income, which can include, but is not limited to, earnings from employment(your P60 or P45), interest earned on savings, taxable benefits, and pension income
• Have your end-of-year accounts up to date to the best of your knowledge

You will get:

• 3 downloadable workbooks to help you prepare for your session
• A booking link to choose a time that suits you; book two sessions about a week apart to allow for the prep session and the filing session.
• 2 hours one-to-one with an expert to get your self-assessment filed confidently