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 lasts up to 2 hours and 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, this 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