Book a CallThese terms set out the professional basis on which services may be requested through Filing Tax Return and delivered by suitable tax, accounting, bookkeeping, payroll, company filing, or enquiry professionals.
These Terms of Business explain the basis on which services requested through Filing Tax Return may be arranged or provided. They cover tax return preparation, accountancy support, company tax, payroll, VAT, CIS, Companies House, Capital Gains Tax, Making Tax Digital, and HMRC enquiry support. They should be read together with any written proposal, quotation, engagement letter, invoice, service schedule, or client-care document agreed with you.
Filing Tax Return is a brand name and website used to present and coordinate UK tax return and accountancy support. The actual service may be provided by suitably qualified accountants, tax advisers, bookkeepers, payroll specialists, compliance advisers, company filing specialists, or other appropriately experienced professionals. The professional or firm named in your proposal, engagement letter, invoice, or client correspondence will be responsible for the services they agree to provide.
Services are provided only to the client named in the relevant engagement or written acceptance. Where support is provided for a company, the client will usually be the company, even if instructions are provided by a director, shareholder, employee, or authorised representative. Where support is provided for an individual, sole trader, landlord, director, partner, or trustee, the engagement applies only to that person unless agreed otherwise in writing.
Services may include Self Assessment tax returns, sole trader accounts, landlord property income schedules, limited company accounts and tax returns, Corporation Tax support, Companies House filing support, PAYE, CIS, VAT support, bookkeeping review, Making Tax Digital guidance, Capital Gains Tax reporting, HMRC enquiry support, penalty review, and related correspondence. The exact scope, deliverables, exclusions, assumptions, and fees should be confirmed in writing before professional work begins.
You are responsible for providing complete, accurate, and timely information. You must check all returns, accounts, computations, forms, letters, schedules, and correspondence before approval or submission. You remain legally responsible for tax returns, company filings, tax payments, penalties, interest, statutory deadlines, records, declarations, and the accuracy of information supplied to HMRC, Companies House, or any other authority.
You agree to provide records in a usable format, including bank statements, invoices, receipts, payroll records, company records, VAT records, CIS statements, rental statements, contracts, dividend records, pension information, investment records, property records, Companies House details, HMRC correspondence, and previous accountant information where relevant. Professionals may rely on information supplied by you unless it is clearly inconsistent, incomplete, or outside the agreed scope to review.
Reasonable care will be used to work towards agreed deadlines, but completion cannot be guaranteed where information is late, incomplete, unclear, contradictory, or supplied close to a statutory filing date. Urgent, accelerated, weekend, bank-holiday, out-of-hours, or high-risk deadline work may be declined or may be subject to additional fees.
Fees may be fixed, estimated, staged, subscription-based, or based on time, complexity, urgency, risk, and the quality of records supplied. VAT, if applicable, will be charged in addition. Payment terms will be stated in the relevant proposal, invoice, or engagement communication. Work may be paused, draft outputs withheld, submissions delayed, or further work declined if requested information or payment is not received.
HMRC enquiry, compliance check, VAT, PAYE, CIS, Corporation Tax, Capital Gains Tax, or Self Assessment investigation work is separate from routine filing unless expressly included. HMRC letters, deadlines, tax years, requested information, submitted returns, and risk areas should be reviewed before the scope, likely steps, professional responsibility, and fees are confirmed.
Where support is provided for Companies House filings, confirmation statements, company accounts filing, director or shareholder records, persons with significant control, registered office matters, or related administrative support, directors remain responsible for ensuring the company complies with company law and statutory filing requirements. Company law, legal, insolvency, investment, or regulated advice is not provided unless specifically agreed with an appropriately authorised adviser.
Advice, calculations, returns, and correspondence are prepared based on the information available at the time and the law, HMRC practice, Companies House requirements, and professional judgement then in force. Unless separately agreed, services do not include legal, investment, insolvency, mortgage, immigration, pensions, insurance, audit, valuation, or regulated financial advice.
Client information is treated as confidential and will not be disclosed except where required to provide or arrange services, comply with law or regulation, meet professional obligations, carry out anti-money laundering checks, respond to HMRC or Companies House where authorised or required, manage risk, obtain professional support, protect legitimate interests, or where you authorise disclosure.
For the purpose of providing, arranging, reviewing, or supporting services, information may be shared with other suitably qualified or appropriately experienced professionals as considered reasonably necessary. This may include accountants, tax advisers, bookkeepers, payroll specialists, VAT specialists, CIS specialists, HMRC enquiry consultants, legal advisers, software providers, identity-verification providers, insurers, and secure document or IT providers. Information will not be shared for unrelated spam or sold to advertisers.
Identity, beneficial ownership, source of funds, business activities, authority to act, and risk profile may need to be verified before or during work. Work may be declined, paused, or stopped if satisfactory checks are not completed or if legal, regulatory, professional, or risk-management obligations prevent work from continuing.
Communication may take place by email, online forms, portals, telephone, video call, document-sharing tools, accounting software, and other electronic methods. Electronic communication carries risks including delay, interception, misdirection, corrupted files, unauthorised access, and malware. You are responsible for keeping your own systems, passwords, email accounts, devices, and contact details secure.
Information submitted through Filing Tax Return is used to respond to enquiries, provide quotations, arrange consultations, deliver services, and communicate about closely related tax or accountancy support. It is not used for spam and is not sold to third-party advertisers. You may ask not to receive non-essential marketing-style communications.
Services will be provided with reasonable skill and care. Responsibility is not accepted for losses caused by incomplete or inaccurate information, missed client actions, late records, unapproved drafts, third-party systems, HMRC delays, Companies House delays, bank delays, software errors, unauthorised changes, cyber incidents outside reasonable control, or matters outside the agreed scope.
Work may be suspended or terminated where fees are unpaid, requested information is not provided, deadlines become unrealistic, instructions are unclear, professional obligations require withdrawal, a conflict of interest arises, conduct is abusive or inappropriate, or continuing would create unacceptable legal, regulatory, commercial, or professional risk.
If you are unhappy with the service, please contact Filing Tax Return or the named professional promptly so the issue can be reviewed. The matter will be investigated and a clear response will be provided where possible. Where a professional body, regulator, insurer, or external complaints route applies, details may be provided where relevant.
These Terms of Business are governed by the laws of England and Wales unless otherwise agreed in writing. The courts of England and Wales will have jurisdiction, subject to any mandatory consumer rights that apply.