Assessment of relevant filings
We review the entity’s activity and details to identify the filings covered by the engagement. Changes in business operations are discussed before preparation begins.
EXPERTISE FOR YOUR BUSINESS
Tax returns
Preparation and follow-up of tax returns and obligations.
Tax filings supported by clear records.
Preparing tax returns begins before any form is completed. It requires organised information, supporting evidence and a clear understanding of the business. Differences between records need to be resolved so that the information filed is supported by the relevant documentation.
We help identify the filings relevant to your activity and organise the information needed to prepare them. We discuss responsibility for supplying records, verifying figures and following up payments.
Each engagement is considered in light of the business’s status and circumstances. We therefore review the entity’s details and agree which services will be covered before work begins.
Who is this service for?
- Businesses needing support with periodic filings
- Companies reviewing the consistency of their records
- Businesses undergoing operational changes
- Entities seeking clarification of an existing filing
What your business gains
- Clearer responsibility for records and filings
- Review of information before submission
- Organisation of confirmations and payment evidence
- More consistent follow-up of outstanding matters
Scope
What the engagement includes
Information gathering and reconciliation
We organise information from invoices, accounting records and other necessary documents. Any differences identified need to be clarified before the work is completed.
Preparation and review
We prepare the agreed returns and review the consistency of the information. Submission follows the authorisation and working arrangements agreed with the business.
Deadline and payment follow-up
We organise an overview of obligations within the scope of the service. Notification and payment responsibilities are defined separately to avoid confusion between preparation and settlement.
Clarification and documentation
We keep evidence of the work performed and discuss questions as they arise. Requests for corrections or explanations are assessed against the records and the specific circumstances.
Our process
How we organise the work
Defining the assignment
We identify the period, filings and required documents. Each party’s responsibilities and the approval process for the information are agreed.
Preparing the information
We reconcile the data and request any necessary additions. Unresolved matters are discussed before a filing is treated as complete.
Completion and follow-up
We document the filing and next steps. Payment obligations and any need for further clarification are communicated to the responsible person as agreed.
Documents
What we need to get started
The documents depend on the activity and the filing. The initial discussion may require:
- Registration details and the status of the business
- Relevant earlier filings, where applicable
- Invoices and accounting records for the period
- Payment confirmations and relevant notices
- Authorisation for the agreed activities
Frequently asked questions
Do all businesses have the same filings?
No. Filings depend on the entity’s status, activity and circumstances. The scope is established after we review your business details.
What happens if an inaccuracy is identified?
We first examine the documents and the nature of the difference. We then discuss possible action and the information required; a correction is not treated as an automatic step without assessment.
Does the service include paying liabilities?
Preparing or submitting a return and paying the resulting liability are separate activities. Responsibility for payment and its confirmation is expressly agreed during the engagement.