3.2 Whilst we will make every effort to meet the filing deadlines of 31 October (for paper returns) and 31 January, if you do not supply us with all the information necessary to complete your tax return by 31 August, we cannot guarantee to do so.
3.3 As a result of not giving us all the information by 31 August, if we are unable to meet the 31 October or January filing deadline, we cannot accept any responsibility for any penalties and interest that you may incur.
4.1 Under self assessment you will receive a "tax payer statement" in January and July (and perhaps two or three other times during the year) showing the amount HM Revenue and Customs believe is payable by you. HM Revenue and Customs will not send us a copy of this "tax payer statement". We advise you to pay the amount being demanded by the due date to avoid interest and penalties (unless we have advised you to pay a different figure).
4.2 We may advise you of the following payments for a tax year:
i the interim payment due on 31 January in the tax year;
ii the interim payment due on 31 July after the tax year;
iii the balancing payment due on 31 January following the end of a tax year.
4.3 However, we do not guarantee to do so and you should be guided by the "tax payer statements" as to the amounts to pay on the relevant dates.
4.4 It is your responsibility to make all the tax payments that are owing on the due dates. If you do not, you will incur penalties and interest. We will not be held responsible for ensuring that you make the necessary payments and thus for any interest and penalties.
5.1 Under self assessment, there is no need to file accounts, tax computations, dividend schedules, capital gain computations and similar workings. There are occasions when we may feel that, to provide full disclosure to HM Revenue and Customs, such documents should be filed with the tax returns.
5.2 If we consider this to be the case, we will attach these documents to your tax return. By signing the tax return, you will be agreeing to submit these documents to HM Revenue and Customs.
6. TAX CREDIT CLAIM
6.1 Tax Credits are similar to Social Security benefits and therefore we will not be advising on eligibility unless specifically requested to do so. This work will be subject to separate terms of engagement. It is your responsibility to make any claims and advise HM Revenue and Customs of any changes that may affect the claim, within the time limits.
Updated January 2021