IN SIMPLE WORDS
What can we help with?
We review the business activity, available accounts and other income before preparing the return. Missing statements or earlier-year items are identified so they can be addressed.
Does this sound familiar?
You are a proprietor, professional, firm or LLP.
You need to prepare the business return after year-end.
You have business activity plus investments or other income.
AN EVERYDAY EXAMPLE
A freelancer receives payments from several clients and pays business expenses from two bank accounts. Both accounts and the income records are reviewed together.
Illustrative situation, not a client case study.My accounts are not final. Can I still contact you?
Yes. Tell us what is ready and what is missing. We will discuss the accounting work required before the return can be finalised.
A useful point to keep in mind
Provide every business and income source at the start. Leaving out a separate activity can create inconsistencies between the books, disclosures and return.
WHAT WE CAN HELP YOU DO
The work, clearly explained.
These are the tasks we can discuss for this service. Your proposal will confirm which ones are included.
- Business and taxpayer profile review
- Profit, balance sheet and income source reconciliation
- Tax credit, payment and earlier-year record comparison
- Computation, return preparation and filing coordination
What you can ask for at completion
- The agreed income and tax-credit reconciliation workings
- A list of unresolved records or confirmations
- Return or filing records and acknowledgements for work completed
Know what you need to send, what the team will do and which records you will receive.
YOUR PREPARATION CHECKLIST
Start with what you have.
You do not need everything ready before speaking to us. Use this list to organise the first handover; we will explain any additional requirements.
Tick what you already have. You can still contact us if something is missing.
Describe your requirement in the enquiry form. Share financial documents only through the channel agreed with the office; do not enter passwords or OTPs here.
Ask about my documentsFROM FIRST MESSAGE TO COMPLETION
Three clear steps.
List your income and records
Include all income sources, earlier returns and tax-payment information.
Review the tax working
We check the available records and discuss missing information.
Complete the agreed filing
Review the information, complete the required filing steps and keep the acknowledgement.
FEES & TIME
What affects the quote?
Tell us what needs doing and what records are ready. We discuss the professional fees and identify any separate charges before starting.
- Your income sources, business type and years to review
- Availability of accounts, broker statements and tax-credit records
- Prior returns, loss schedules, notices or other history requiring reconciliation
- Whether accounting, audit or representation is a separate engagement
The timetable follows receipt of the relevant accounts and tax records. Unresolved credits, missing statements and prior-year differences should be identified before return finalisation.
QUICK ANSWERS
What clients often ask.
My accounts are not final. Can I still contact you?
Yes. Tell us what is ready and what is missing. We will discuss the accounting work required before the return can be finalised.
Can a professional use a simplified return?
Eligibility depends on the relevant form, income profile and conditions. It should be checked before selecting a simplified or presumptive route.
Can you file without final accounts?
We first assess the records and applicable requirements. Where accounts need preparation, that work is agreed before the return is finalised.
Is tax audit included?
Audit is a distinct engagement with separate applicability, evidence and reporting requirements. It is included only when explicitly agreed.
More detail & official sources
General service information from Mohit R Gupta & Associates. The work and requirements depend on your facts and the relevant period. Use the official portals for current forms and rules.
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