Walker Smith Global | Self Assessment Registration 17-18

Register for Your Self Assessment 17-18 Service

Terms and conditions apply*, you will need to register and pay on, or in advance . Please note our Privacy Policy and the purposes for which we may need to store and process your personal data.

This best fee offer expires on 31st May 2018. (You need to register and pay by midnight on that date to receive this offer.) The fee will increase after that date. If you can plan ahead and act now you get the expert tax advice you need to complete your return at this best fee rate.

Name*

First Last

Email:*

Phone:*

Q1: Your field of Work*

Q1 if Other Field of work Specify here

Q2: Do you have any Income from rental properties (Are you a landlord)*

Yes
No

Q2 YES, then How many Properties?

Please enter a number from 1 to 10.

Q3 Self-Employment*

This does NOT include any activities through your Limited company.

Client Provides income and expenses breakdown (£50+VAT)
Accounts to be prepared by Walker Smith (£150+VAT)
No Self-Employed Income

Q4: Any UK Capital Gains?*

Yes
No

Q4a YES, then Property Disposals - number of? (£50+VAT per disposal)

Please enter a number greater than or equal to 0.

Q4b YES, then Share Disposals how many? (£50+VAT flat rate)

Please enter a number greater than or equal to 0.

Q5 Foreign Income*

No Foreign Income or Invesment £0
Foreign Income Only £40+VAT
Foreign Investment Income Only £40+VAT
Foreign Income & Investment £80+VAT

Q5b: Foreign Capital Gains*

Yes
No

We will need to discuss and quote accordingly if YES. Please enter notes in My Messages and we will give you a call.

Q6: Tax Investigation Cover? (£25+VAT)*

Yes
No

By selecting this option the fee is £25+VAT and covers your accountancy charges in respect of enquiry in to your personal tax return. This cover does NOT include, inaccurate information supplied to HMRC / Walker Smith to complete your Return (section 9a HMRC Enquiry) nor does it cover any investigations with regards to any previous tax avoidance / mitigation arrangements including contractor loan / trusts or disguised remuneration packages.

Q7 Residency?*

UK Resident only £0
Split Residency (UK/Overseas) £35+VAT
Non UK Residency £35+VAT

Q8 Any Other Income*

Yes
No

Any Other Income (pension, other salary separate to your Limited Company salary.)

Q8 YES, please provide details of that additional income.

Please provide brief details of your Other Income, examples being (pension, other salary separate to your Limited Company salary.)

Q9 2nd Shareholder who needs to Complete a Self Assessment?*

Yes
No

If you have a 2nd Shareholder within your limited company, it is likely they may need to complete a Self Assessment Tax Return as well. As part of our services to you we can offer an attractive discount for your 2nd Shareholder if they sign-up with you (see below in Fees Quotation and Request for Payment.)

This is a standard fee, assuming dividends / salary / bank interest etc – If any other fees apply when you the 2nd shareholders Tax Pack is submitted then those will be additionally payable as scheduled on this form.

Name 2nd Shareholder

First Last

2nd Shareholder Email

Enter Email Confirm Email

Phone No 2nd Shareholder

Please provide if regisering your 2nd Shareholder as well as yourself.

Your Message/Enquiry:

Do you have a question? Let us know! Is there anything in particular you want to discuss immediately?

Your Personal Data and Privacy

The protection of your privacy and personal data is important. Please read this section carefully. We will need to store and process some personal data in order to process your application and assist you during the delivery of the related services. Additional consents are optional and you may withdraw those consents at any time. Please read our Privacy Policy which sets out how we may use your data. There may also be additional legal and regulatory reasons why we need to retain your personal data in relation to your Tax Assessment and accountancy services we provide to you. You can make enquiries and withdraw your optional consents at any time, simply contact our Data Protection Officer via our Contact form.

PLEASE READ OUR PRIVACY POLICY: CLICK HERE » Privacy Notice When we say ‘personal data’ we mean identifiable information about you, like your name, email, address, telephone number, bank account details, payment information, support queries, community comments and so on. This in additions to any personal data which we have a contractual or legal need to store and process in order to deliver our services to you.

Consent to store and process your personal data*

Your consent is needed in order to process and store personal data as part of your application and acceptance of thIS extension of your existing accountancy services provided by Walker Smith.

I confirm my consent for Walker Smith Global Ltd to store and process my personal data provided on this form and as required to provide me with this Tax Return service, to process my application and the delivery of this and my existing related accountancy services.

I consent for you to store and process my personal data needed to enter into this contract.

Consent for marketing, product and sales promotions purposes*

Yes, I consent to this purpose
No, I do not consent to this purpose

Your optional consent is requested in order to be able to use your personal data provided to send you relevant marketing, product and service promotional communications. I confirm my consent for Walker Smith Global Ltd to store and process any personal data provided on this form in order to send me relevant and appropriate marketing, sales and product or service information and communications, from time to time.

Your Registration Date

This will be the Date of Your Registration.

Terms of Service for Your Self Assessment Service 2017/18*

The terms applicable to the Self-Assessment Service, Quotation, Payment and related terms of service.

I accept the terms and conditions as provided in order to qualify for the Walker Smith Self Assessment Service at the Fees stated and subject to the confirmation of the facts I have disclosed during preapartion of my Tax Return.

I understand that no services in relation to the preparation of my Self-Assessment Tax Return will be undertaken without my pre-payment of the applicable fees.

I understand that any discounts included in my Self Assessment Fees must be paid in full and maybe subject to change if I do not make full payment with this registration.

The information I have provided on this Registration is correct to the best of my knowledge. All Fees are subject to VAT @ 20%.

To benefit from the discounted Fees I confirm I will provide all required information to Walker Smithin within 4 weeks of Registration for this service.

Failure to complete this within this time frame may result in being subject to the increased standard fee applicable at the time the information is supplied.

I agree to the Terms of Service

This service is only available to Premium Service Clients. Please read the terms and conditions carefully.

Fees Payable

Tax Return Fee F1*

Price: £ 210.00

(F1)

Property Rentals Income Fee F2*

Price: £ 0.00

Capital Gains Fees for Property Disposals*

Price: £ 0.00

Fees UKShare Disposals*

Price: £ 0.00

Foreign Income and Gains Fees

Price: £ 0.00

Self Employment Income Fee

Price: £ 0.00

Residency and Declaration Fee

Price: £ 0.00

Tax Investigation Cover Fee*

Price: £ 0.00

2nd Shareholder Pay Together fee

Price: £ 0.00

Your Subtotal Fee (exc VAT)

£ 0.00

Unique ID

Phone

This field is for validation purposes and should be left unchanged.