Tax support begins with identifying the actual task. Preparing information, completing a return, submitting it and advising on a specific question involve different responsibilities. EPOS Accountancy will confirm which work can be undertaken before agreeing a tax engagement.
Tell us your business type, the period involved and whether you already have an adviser. You may need routine return support, help organising records or a review of an issue that falls outside your usual arrangements. The scope should be specific enough that both sides understand the output and the information needed.
Define the accepted work
Your tax engagement can include reviewing supplied records, preparing calculations for an accepted requirement, drafting a specified return and undertaking authorised submission. Advice on transactions or business changes should be identified separately. No particular tax outcome is promised.
| Requirement to discuss | Possible output | Scope boundary |
|---|---|---|
| Record preparation | Information pack and outstanding queries | Does not itself include a return |
| Specified return | Draft return and supporting calculation | Confirm the return and period covered |
| Submission support | Agreed authorised submission | Approval and authority required |
| Defined advice question | Written explanation of an accepted issue | Specialist suitability must be checked |
Fees should reflect the work accepted, including how additional questions, earlier periods or corrections are handled. Tax enquiries, disputes, overseas matters and complex planning should not be assumed to fall within a routine engagement.
What you need to provide
We request information appropriate to the task, which may include financial records, relevant income and expense documents, earlier returns and correspondence. You explain material changes and provide complete information rather than assuming the bookkeeping contains every relevant fact.
You remain responsible for the facts you supply and the approvals allocated to you. The engagement should state who tracks the relevant dates, who submits documents and who makes any payments. If a matter needs another specialist, responsibilities for that work should also be clear.
How we approach the enquiry
We clarify the requirement, review suitability and confirm available support. We then agree scope, fees and the information timetable. The accepted work proceeds through queries, preparation and your review, followed by any specifically authorised submission. New issues discovered during the work may need a revised scope.
How this works in practice
Imagine a sole trader who has changed accounting arrangements and wants help with a specified return. A suitable engagement could begin by identifying the period, collecting records and reviewing outstanding questions. If a separate asset disposal requires specialist input, that issue would be identified before assuming it belongs in the routine fee. This is an illustration, not personalised tax advice.
Tell us the requirement
Share your business type, the work you need and any important dates. We can confirm whether suitable support is available and explain the next step.