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Agent Toolkits – supporting you through the Self Assessment period

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As you prepare your clients’ 2018-19 Self Assessment (SA) returns you may want to take a look at some agent toolkits that have been specially tailored to support you in this area.

They have been designed to address the most common errors seen from previous years. They include checklists of the key issues to consider and links to HMRC technical guidance and manuals.

By identifying the most common errors this may prompt a conversation between you and your clients to ensure submissions are correct.

Why not take a look at the following toolkits to help you minimise errors on the SA tax return:

Business profits

Capital allowances for plant and machinery

Capital Gains Tax for shares

Capital v revenue expenditure

Income Tax losses

Private and personal expenditure

Does your client own land or property?

If your client owns land or property then you may be interested in the Capital Gains Tax for land & buildings toolkit. The Property Rental toolkit may also be useful if your client owns an interest in land or property that they receive rent or another type of income from.

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