Plan the January tax season

Clients, staff and deadlines planned so every return is filed by 31 January.

1. List all self assessment clients and who prepares each
2. Send record requests in the autumn
3. Chase records from clients who have not sent them. Most people forget this: Records that arrive in January are the main cause of late filing
4. Block leave for January
5. Track each return every week
6. Review returns as they finish (Tax manager signs off)
7. Send payment reminders for 31 January
8. Review what went wrong for next year

All recipes