I have not previously sent out checklists to clients for whom I prepare self assessment tax return, but I think this would be a good idea to ensure that nothing is missed, especially as my client base has expanded this year, and I have new clients who I do not so well - so their various income sources are not necessarily known to me.
I wondered if anyone had a self-assessment checklist for clients that they would be willing to share, or any tips on putting one together?
Many thanks.
Replies (25)
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Tax return software?
Doesn't your tax return software produce a list or you can adapt it from what you have to enter?
Yes they do
... just send your clients a link to your software provider's online questionnaire?
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Because, as I mentioned, I do not use a software provider for tax returns, as I use HMRC's software which does not have such a questionnaire.
I have now researched further online and found a couple of useful questionnaires which I will have a look at before compiling my own.
When they ask you for information to complete online just copy the page and adapt it into a questionnaire.
I prepared 13 company accounts last week
if I send you all the work I've done can you review it and tell me if I missed anything?
I think...
...petersaxton's point is that even if someone sends you a checklist, how will you know it is comprehensive without comparing it to HMRC online questions, and you own professional knowledge? And by the time you have done that, you may as well have written it yourself...
Hi Phil
Just updating mine too. Would be interesting to see the HMRC one, can you point me to where it is on their site?
I have one
Sparkler
I have prepared an excel checklist for new clients and tax returns. If it helps I will send you a copy. The checklist will obviously evolve over time as I take on clients but happy to share with another part time practice.
Send me a PM if your interested.
It's best to prepare your own
because you know what you want from clients and how they will respond.
I have prepare a request but I change it every year in the light of changes in the law and responses by my clients.
You could put everything under the sun in or you could just mention a few broad categories.
You could also vary in the level of explanation.
Why don't you put your effort on here and then people can make suggestions?
Tax Return Checklist
Whenever we are requesting tax return information from a new client we issue a simple 1 page document which covers most types of income and expenses. Send me a PM if you would like a copy.
Tax return checklist
Could I be cheeky and ask for a copy also please?
Always good to have something to check against to make sure you are working on the same page - thanks
Child Benefit
Don't forget the new child benefit claw back which came in in mid Janaury. That will be awfully easy to miss.
Sarah
Don't forget to include .......
.....a question about whether or not your clients receive child benefit which became potentially taxable for the first time from 7th January this year.
EDIT: well, how about that? You just beat me to it, Sarah!
Tax returns checklist
I would be obliged if you could send me a copy olufred26athotmail.com
Tax returns checklist
I would be grateful if you could send me a copy on [email protected]
Vultures are out again
Isn't it pitiful how many come out of the woodwork solely to get something for nothing.... Of you do realise that posting your emails like that opens you up to receiving all manner of rubbish by email now :)
do not put your email address out in the open
Agreed, Flash. you do realise that posting your emails like that opens you up to receiving all manner of rubbish by email now :)
NEVER post your email address online like that.
There are bots that crawl the web harvesting email addresses for spamming.
If you need to post it perhaps replace the @ with "AT" or similar, e.g freddy.krugerATelmstreet.com.
and if you are really struggling....
perhaps try typing 'tax return checklist' in on google....it really ain't that hard....
We have prepared a tax return checklist you can share with your clients. You can download it here but an email is required: http://bit.ly/29g8fBU