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The checkout

08 January 2013 / Annette Morley
Issue: 4385 / Categories: Comment & Analysis , Admin
Topical tips from ANNETTE MORLEY on making sure last-minute self assessment returns are correct


  • Use this checklist for last minute returns and year-end planning.
  • Don’t forget the 31 January deadline for amendments to last year’s return.
  • Watch out for investment income glitches.
  • Beware of changing limits to reliefs and election time limits.
  • Use the checklist for added value “PR points” for clients.

Every adviser involved with personal tax will be familiar with that heightened momentum as 31 January looms into sight again.

Whether this is experienced as dread or as the excitement of the chase we all need extra concentration to avoid missing a key point when finalising clients’ tax returns under extreme time pressure.

It should also be used as a ‘PR’ opportunity to point out noteworthy items to clients for the current year so they can allow for them...

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