01
Appointment
We agree in writing what is prepared, when it is due and the fee. Send the notice and we will read it before you do anything else.
Tax returns filed before
How a job with Tax Delivered runs.
The sequence is fixed, and you know which step is happening. Send the details and we will come back to you.
How it works
From first contact to handover at Tax Delivered, in brief
The sequence is fixed, and you know which step is happening. Call or write and we will answer the specific question.
02
Records
You send the statements, invoices and letters that cover the period. Send the notice and we will read it before you do anything else.
03
Review
Figures are checked against the records and questions raised while there is time. A short call usually settles whether the work is a return or a set of books.
04
Filing
The return or accounts are submitted and you receive a copy with the key figures. If the deadline is close, say so in the first line of the message.
Before you ask
The questions that come up, as it stands
Questions that come up before a first appointment. Phone during working hours and you will reach a person.
Can you take over from another accountant?
Yes, and the handover is routine: professional clearance, records collected, nothing left outstanding.
What do you not do?
Audit, regulated investment advice, and any scheme that depends on the tax authority not looking.
What do you need for a self-assessment return, roughly?
Last year's return, P60 or payslips, savings and dividend statements, property income and expenses, and any HMRC post. If the deadline is close, say so in the first line of the message.
Can you take on books months behind, in practice?
Yes. We start with a catch-up period, quoted separately, then agree whether to work monthly or quarterly. If the deadline is close, say so in the first line of the message.
Books kept level all year
Describe the work and we will reply with the practical next step in daily practice
Send the essentials and we will confirm what is possible, what it costs and when we could start. Tell us what you need and we will reply in plain terms.