INCOME SOURCES

  • PAYE income (P60, P45, P11D forms)
  • Self employed with a turnover less than £30,000 and have a full bookkeeping analysis prepared
  • Rental Income where the income and expenses are summarised for the tax year
  • Investment Income - bank/building society interest, dividends etc

BRONZE - £135

Do you have up to five sources of investment income/rental income and no more than one employment as detailed in INCOME SOURCES above?

SILVER - £195

Do you have between five and ten sources of investment/rental income and no more than one employment or self employment as detailed in INCOME SOURCES above?

GOLD - £345

Do you have between ten and fifteen sources of investment income/rental income and no more than two employments or self employments as detailed in INCOME SOURCES above?

Note

  1. Our fees are restricted to preparation and submission of the return to HMRC.
  2. Our fees assume that income and expenses will have been summarised by you as detailed in INCOME SOURCES above, prior to the preparation of the return.
  3. Where rental income relates to multiple properties individual summaries per property are required.
  4. If further work is necessary, or the details provided are inaccurate or incomplete, you will be notified of any additional fees that may be due and no further work will be undertaken until payment is received.

Additional services such as completion of Tax Credit forms etc are also available - please
contact us