How a period runs from beginning to end
We apply the same six steps for every client. The steps repeat period after period and each one has someone responsible for it, so the stage a piece of work has reached is clear at any moment.
Document delivery
You send your documents to the office through a digital channel — e-mail or an upload link. Physical delivery is also possible.
System entry
Documents are recorded in our AI-assisted document management system and archived by client and by period.
Period check
Before every filing period the file is checked for missing documents; if anything is missing, the client is informed.
Preparing the return
The return is prepared, the assessment documents are sent to the client and the payment deadlines are reminded.
Sharing the process
Assessment, payment and collection stages are shared with the client; the financial position is followed transparently every period.
Document archive
All documents are kept in a secure archive for the statutory retention period and remain accessible whenever they are needed.
When we contact you during a period
We do not take up your time unnecessarily during a period. There are three reasons we get in touch: a document we expected has not arrived, something in a document that did arrive needs clarifying, or the return is ready and your approval is awaited.
Once the return has been filed, your assessment document and payment deadline are sent to you. A separate reminder follows as the payment day approaches.
What happens when a document is missing
A missing document is noticed during the period, not after it closes. Before the filing period ends your file is scanned and the documents we expected but have not received are listed. We come back to you on that list, so the document is completed without waiting for the final day.
If an error is found
If an error is found in your records or in a return already filed, it is shared with you first; then the way to correct it and any liability it may create are assessed together. If a corrective return is required, its reason and its outcome are sent to you in writing.
Your documents belong to you
Every document you send us is kept in the archive for the statutory retention period and sent to you whenever you ask for it. Your right to reach your documents continues even if our engagement ends.
You can reach us with your questions about the process.
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