Self Assessment Tax Return


These terms and schedule of services (“Engagement Letter”), together with our standard terms and conditions set out the basis on which we will act.


We are acting for solely for the person named on the Self Assessment Tax Return Questionnaire (‘you’) only. Where you would like us to act for anyone else such as your spouse, a partnership or a limited company, we will issue a separate questionnaire and engagement letter to them.

HMRC will send you an agent authorisation code which expires within 30 days of issue. Please send this to us as soon as you receive it. This code will enable us to register as your agent with HMRC.


This engagement will commence once you have completed and returned the Self Assessment Tax Return questionnaire and will cease upon the completion of your personal tax return for the 2016-17 tax year. The first period for which we will be responsible is tax year ending April 2017. We will not deal with earlier years unless you specifically ask us to do so and we agree.


We have listed below the work which you have instructed us to carry out, the detail of which is contained in the attached schedule. This states your and our responsibilities in relation to the work to be carried out. If we agree to carry out additional services for you, we will provide you with a new or amended engagement letter. Only the services which are listed in the attached schedules are included within the scope of our instructions. If there is additional work that you wish us to carry out which is not listed in the schedule, please let us know and we will discuss with you whether they can be included in the scope of our work.


Our fees have been agreed with you at the commencement of this engagement. Should you need to clarify any charges, please contact us on 0330 1241319 prior to undertaking any work pursuant to the terms of this agreement.


We will provide services as outlined in this letter with reasonable care and skill. Our liability to you is limited to losses, damages, costs and expenses caused by our negligence or wilful default. However, to the fullest extent permitted by law, we will not be responsible for any losses, [penalties, surcharges, interest or additional tax liabilities] where you or others supply incorrect or incomplete information, or fail to supply any appropriate information or where you fail to act on our advice or respond promptly to communications from us [or the tax authorities].

You will not hold us, our directors and staff, responsible, to the fullest extent permitted by law, for any loss suffered by you arising from any misrepresentation (intentional or unintentional) supplied to us orally or in writing in connection with this agreement. You have agreed that you will not bring any claim in connection with services we provide to you against any of our partners or employees personally.

Our work is not, unless there is a legal or regulatory requirement, to be made available to third parties without our written permission and we will accept no responsibility to third parties for any aspect of our professional services or work that is made available to them.

We would advise you to take independent advice before signing this Engagement Letter since, by doing so, you will agree to its terms including the limitations on our liability.


By completing the Self Assessment Tax Return questionnaire and ticking the declaration, you confirm your agreement to the terms of this letter and the attached schedule of services.


The following schedules are attached to this engagement letter and should be read in conjunction with it.


This schedule should be read in conjunction with the engagement letter.


Terms and Conditions