Year-end review
- Duration
- 60 minutes
- Lead time
- 1-day notice required
60 minutes. We go through your year's figures before the deadline and plan what to claim.
Description
An hour to go through your year's figures before the filing deadline, so nothing is missed and everything claimable is claimed. We check your income, your costs and your records, then agree what happens next.
What to have ready: your income and expense records for the year, bank and card statements, and receipts for anything unusual. If you have bought equipment or worked from home, have those figures to hand.
Cancellation policy
If you need to move or cancel, please do it from your account at least one working day before your call, so we can offer the time to someone else. We send the video link or call you on the number you give at checkout.
Details
- Provider:
- Charter Lane