File a self assessment return

Gather a client's income, prepare the tax return and file before 31 January.

1. Send the client a records checklist
2. Collect P60s, bank interest, rental and self-employed figures
3. Prepare the tax return
4. Work out payments on account. Most people forget this: Clients forget the first payment on account is due on 31 January with the balance, and the second on 31 July.
5. Review the return (Reviewer signs off)
6. Get the client to approve and sign off (Client signs off)
7. File online with HMRC
8. Send the client the payment amounts and dates

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