Financial SA100 Pack

Financial SA100 Pack

Client Details

Tax Period & Identifiers

Tax year covered:    Unique Taxpayer Reference (UTR):    National Insurance No.:

Date of birth:    Employment status (tick applicable):   Employed Self-employed Other

Income Summary

Employment income (total taxable pay): £

Turnover: £    Allowable expenses: £    Taxable profit: £

Capital Gains

Did you dispose of any chargeable assets during the tax year?   Yes No

Deductions, Reliefs & Contributions

Pension contributions (personal, relief at source, or relief claimed): £

Gift Aid donations: £

Documents Checklist

Please indicate which documents are provided with this pack:

P60

P45

Payslips

Bank statements

Invoices and receipts

Dividend vouchers

Share disposal documentation

Other (please list in notes)

Engagement Terms & Client Declaration

Scope of work: The preparer will prepare the Self Assessment return (SA100) and associated supplementary pages only for the tax year specified. The preparer will rely on the documents and representations supplied by the client and will not audit or independently verify those records unless otherwise agreed in writing.

Accuracy and completeness: The client warrants that the information and documents provided are complete, true and accurate to the best of the client's knowledge. The client accepts responsibility for the accuracy of the information supplied and for retaining supporting records for the statutory retention period.

Confidentiality and data handling: All client information will be treated as confidential and used only for the purposes of preparing the return and corresponding with tax authorities and third parties as necessary to complete the engagement or as required by law. The preparer may retain copies of documentation and electronic files in accordance with its record retention policy.

Fees and payment: The fee for the services shall be agreed in advance. Payment is due on presentation of our invoice. Late payment may attract interest or a late payment charge as detailed in our fee terms. If additional work is required due to incomplete or inaccurate information provided by the client, additional fees will apply.

Limitation of liability: The preparer's liability for any claim arising out of this engagement shall be limited to the total fees paid for the services, except where otherwise prohibited by applicable law. The client agrees to indemnify the preparer against any liabilities arising from inaccurate or incomplete information supplied by the client.

Accepted payment methods: Bank transfer Card Cheque

Authority to Act & Declarations

By signing below the client authorises the preparer to complete and submit the Self Assessment return on the client's behalf, to communicate with tax authorities where necessary, and to receive tax documents and correspondence relating to the return. This authority includes communicating with third parties where required to obtain information necessary for the completion of the return.

Declaration: I confirm that the information provided in this pack is complete and correct to the best of my knowledge and that I have retained all necessary supporting records. I understand that it is my responsibility to inform the preparer of any material changes to the information supplied prior to filing.

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