simply Outsourcing

Personal Tax Return

For those of your clients where we prepare just their personal tax return we can:

• • Receive uploaded documents
• • Process all documents
• • Carry out data entry
• • Advise you of any Missing Information
• • Raise queries if there are any
• • Conduct 3 initial reviews
• • Advise you when the case/s are complete

You will also have access to more detailed client views via your Portal which will provide you with document attachments, historic log of all letters, MI/Query requests, Overview of case load progress, bespoke reports and much much more.

Trust Returns

For Trust return clients we will:

• • Receive and process all uploaded documents
• • Complete the data entry
• • Advise you of any information that is missing
• • Make you aware of any queries with the case
• • Conduct 3 initial reviews
• • Advise you when the case is complete

Partnership Returns

Where we are completing the Personal tax returns for clients in Partnerships we can also prepare and issue you with each of the partners returns.

Rental Income Accounts

For clients that receive rental income we will:

• • Receive uploaded documents
• • Prepare data input from receipts
• • Complete individual property income statement for the tax year
• • Summarise client income and expense schedules and input data into the Tax Return..