I have compiled a list of the questions asked for at the beginning of the tax return, so I can get the answers from the client in advance of going into the return.
I would have the NI number on the top line as well as the UTR number. You might also want to move those two down a line to give more room for the full name.
Also a few more to add to your list (there are lots more but these immediately come to mind).
Do you have a P11D
Do you have evidence of the amount paid to / outstanding of your student loan (if they have one)
Have you received any benefits through your work (i.e. low interest loans)
Do you have a P60 / P45 / last payslip of the year
Do you have a copy of last years return (I should have said that one first as it saves asking a lot of the other questions).
As a quick side observation from your list, from asking them about losses I assume that you are doing self assessments where you do not do their accounts? Personally I'm not sure that I would want to represent anyone who is either a director or self employed where I did not do their accounts as well.
Its worth including on your list your MLR checklist of documents that you need before you represent the client as it will make the excercise more of a flow.
kindest regards,
Shaun.
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Shaun
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
They were a list of questions that are asked when you first go into the tax return, and basically a check list so I know the answers when I go in to do it. Obviously some of the questions I will already know from doing the accounts.
The questions you raised would crop up depending on the client, but certainly worth considering including, I may have to make it a 2 pager now
The losses is one of the questions but I do the bookkeeping for all my clients so a moot one in my case.
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John
Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.
