T4 Forms Tax Return Checklist SA100-Personal-Tax-Return-follow-up SA100-Personal-Tax-Return-follow-up YOUR DETAILS Your T4 Client Reference e.g., A111 Helps us collate info. (We will tell you this) First Name * Your First name Last Name * Your Surname Your Email * TAX RETURN FOLLOWUP & FEEDBACK QUESTIONS Was our email about your Personal Tax Return easy to understand? * Yes No Did you find our "Combined" pack an easy way to see all your documents in one place? * Yes No (Rather than multiple individual document attachments) Do you understand what tax is payable, when and how to pay any tax due, or what tax is repayable? * Yes No T4 recommend paying tax via online banking or mobile app banking as a "bill payment" to HMRC, as once setup it is also there for future use, reducing risk of errors or mistakes when paying. Do you know what documents and records HMRC require you to keep and for how long? * Yes No Broadly any asset, income or expense documents and bank statements, credit card statements, for six years from the end of each tax return deadline (31 January) that affect your tax declaration. Are you aware that HMRC can issue fines and penalties for inaccurate tax returns? * Yes No It is important you check and understand what you are signing and approving for submission to them. It is important you make us aware of all material issues that could affect your tax return, before it is signed and submitted to HMRC. Did you find our e-signing, digital signature facility quick and easy to use? * Yes No via our Zoho.com/sign digital signing account, which included automatic reminders, the return of signed docs to us automatically and your ability to download signed copies too after signing. Our T4 Fees - Were your aware that on our T4 invoice includes a FREE "HMRC Tax Enquiry" time credit shown in minutes? * Yes No Our accounts and tax return fees often include a free time credit that can be used in the event of HMRC raising an enquiry into this tax return or accounts. The time credit is shown in minutes and is an amount of time we will spend, without further charge, helping you with HMRC queries or questions during an HMRC "Tax Enquiry". In many cases this has a value of £750 or more. We provide this perk for our clients instead of "tax enquiry insurance" that some accountants or insurance companies sell. T4 time spent over the included FREE CREDIT time is also discounted to £125 plus VAT per hour which is approximately 25% less per hour we would otherwise charge for specialist Tax Enquiry advice. (This does not stop you taking out tax enquiry insurance as well if you wanted to). (SUBJECT TO CONDITIONS) Do you have a Government Gateway Account (Gov.uk) and login to it at least once a year? * Yes No Gov.uk (often called "gateway account") online accounts are where you can access your tax, national insurance record, state pension entitlement, maintain your address and contract details with HMRC, and other issues. Having a Gov Gateway Account is becoming more important year by year. We can help set one up for you if you don't have one. T4 Website - Do you find interacting us via our website easy? * Yes No In our effort to keep costs down and create efficiencies, better services etc., we will be using our website as a new way of interacting with clients. Our website will be a central place where you can provide, and keep up to date, information such as, name, address, DOB, telephone numbers, marital status, children, and other information that we need, and up to date, especially where it can affect the accuracy of tax returns etc. You will also be able book, update or amend meetings face to face or virtrual Zoom Meetings with us, see what future meetings, scheduled items, manage engagement agreements with us and receive reminders, see useful information, and more. FEEDBACK How satisfied are you with: * Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Clarity of our explanations * Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Quality of Service * Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Easy with this form? * star star_full 1 Star star star_full 2 Stars star star_full 3 Stars star star_full 4 Stars star star_full 5 Stars How easy did you find this form to complete? FEEDBACK, comments or suggestions (if any) AGREEMENTS & SIGN We need your agreements to the following: * GDPR (Data and Privacy) - I agree to submitting and sharing information via this website We need your agreements to the following: * T4 use MailChimp.com if we need to send emails globally to all clients, or groups of clients. I consent to this submission automatically adding or updating my email address in T4's MailChimp.com account. (We or you can remove it later if you cease to be a client, for example). Signature * Clear After clicking "submit" please allow 10 seconds for the form to submit. Your will get confirmation or by redirected to anything not completed. The document will be treated as dated the date you submit it. If you are human, leave this field blank. Submit Thank You For Taking The Time To Complete ThisIt helps us ensure our services are top notch