Tax Return completion – tips and advice

Where does the time go? It’s almost exactly two years since I recorded my first webcasts. They are still viewable from the ICAEW Tax Faculty website.

1. Collating clients’ Tax Return information

2. Billing the Tax Return work [the ICAEW link for this webcast doesn't seem to be working at the moment]

3. Quoting for tax compliance work

They each contain around around 5 minutes of tips and advice and were intended to help accountants to avoid disappointing and losing their clients.
I recall suggesting that it might be best to use a teleprompter for the recordings but none was available. That’s why you can see me referring to my notes. Other than that I think the webcasts are fine and I know they contain useful and commercial soultions. All of these are covered in more detail in my talk: How to make more money from your tax clients.

This year we have a new 31 October deadline for submitting paper based tax returns. This replaces the 30 September deadline referred to in the webcasts. Other than that the advice should be equally valuable this year as it was in 2006 when the recordings were made.

I hope you find them helpful – although the technology has moved on quite a bit in the last two years.

3 Responses to “Tax Return completion – tips and advice”

  • Good Advice Mark. Good Advice.

  • Great stuff as usual mark. I have one question: -

    I file online for all my clients but occassionally HMRC rejects an online submission for many strange reasons. What happens when/if an online submission is rejected after 31 October? How do we file a return then? I hope you arent going to say use HMRC’s software!

  • Interesting question Shaun. All I can say for sure is that you’d have 3 months to sort it out as the deadline for online filing is 31 January.

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Mark Lee – in brief

Mark Lee FCA CTA (Fellow) is Chairman of the Tax Advice Network, Head of the Tax Director Network and a past Chairman of the ICAEW’s Tax Faculty.

You can contact Mark on
0845 003 8780 or by email

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