Personal Tax Returns Engagement Agreement

Engagement Agreement - Personal Tax Returns

Engagement Agreement - Personal Tax Returns

ESTIMATED TIME COMPLETE: 10 MINUTES

BACKGROUND

This section is about the background to this agreement
NEXT - Client Information

CLIENT INFORMATION

This section is about information we need about you.
e.g A111 (if known otherwise leave blank)
NEXT - Your Legal Responsibility

YOUR LEGAL RESPONSIBILITY

This section is about your legal responsibilities regarding your personal tax returns
NEXT - Legal Responsibilities - Record Keeping

YOUR LEGAL RESPONSIBILITIES - RECORD KEEPING

This section is about examples of your legal responsibilities for record keeping
NEXT - Your Records & Documentation

YOUR RECORDS AND DOCUMENTATION

This section is about disclosure of your tax records and documentation.
NEXT - Family, Spouse or Partner Information

FAMILY, SPOUSE OR PARTNER INFORMATION

This section deals with the information we need from you about your family situation.
NEXT - Other Personal Details Required

OTHER PERSONAL DETAILS REQUIRED:

This section is about other personal details we may require
NEXT - HMRC Documentation & Correspondence

HMRC DOCUMENTATION & CORRESPONDENCE

This section is about HMRC correspondence and documentation
NEXT - Tax Advice

TAX ADVICE

This section is about tax advice
NEXT - Limitations of the Personal Tax Return Service

LIMITATION OF OUR ADVICE

This section is about claims that are not made via Personal Tax Returns, are not therefore included as part of our standard personal tax return service or advice.
NEXT - HMRC "Tax Enquiries" & Investigations

HMRC "TAX ENQUIRIES" & INVESTIGATIONS

This section is about HMRC "Tax Enquiries" or Investigations
NEXT - Feedback or Comments

FEEDBACK

Your feedback is always useful and appreciated
(1 star = very difficult to 5 stars = easy)
Suggestions and comments always welcome.
FINALLY - Sign & Agreements

CONFIRM AND SIGN

This section is about is your confirmations and signature.
I agree and accept
I agree and accept
I agree and accept
I agree and accept
NOTE: Allow up to 30 seconds for the form to submit after clicking on submit. Your will get confirmation or by redirected to anything not completed. The document will be treated as dated the date you submit it.

T4 Tax Limited

Chartered Tax Advisers & Independent Certified Practising Accountants

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