Top 10 tips for self assessment survival

Kashflow logo
2

With just over three weeks to go to the self assessment deadline, practitioners should be well in the midst of clients’ returns.

But we all know that the season never goes to plan. Shoebox clients, late clients, new clients - there’s always a surprise along the way.

Sponsors of this year’s Self Assessment Zone on AccountingWEB, TaxCalc, has published a smart guide to the season and for the month ahead.

It includes a roadmap for your journey to deadline day and checklist to ensure your tax software is ready for it.

The guide also contains...

Please Login or Register to read the full article

The full article is available to registered AccountingWEB.co.uk members only. To read the rest of this article you’ll need to login or register. Registration is FREE and allows you to view all content, ask questions, comment and much more.

Rachael Power
Community Correspondent
Sift Media
Share this content

Replies

Please login or register to join the discussion.

06th Jan 2014 20:20

Don’t start a client’s return until you receive all the data....

... and have been paid or received assurance you will be.

"Don’t take on new clients, unless you know they’ll be simple to handle".... and they pay you up front. Why take a punt and do work for a stranger who might then default and refuse to pay you on time?

Mark

 

 

Thanks (0)
avatar
08th Jan 2014 11:37

sa survival hottest tip by a kilometre is...

 

before doing ANYTHING make sure you have your esteemed clients' UTR !!

http://www.chartered.org/?p=474

WITHOUT that the rest is pointless as you won't be able to file.

ONLY THEN TAKE A LOOK AT THE check lists.

Thanks (1)