Amended personal tax return

This schedule sets out the scope of services we will provide.

The purpose of this schedule is to clearly define what is and is not included in the scope of our work.

This schedule should be read in conjunction with our engagement letter and our standard terms of business.

As part of our agreed services, we will:

• Review the original return and identify the changes required
• Update the relevant figures and disclosures based on new or corrected information
• Prepare the amended Self-Assessment tax return
• Send you a draft for review (where relevant) and obtain your approval before submission
• Submit the amended return to HMRC and confirm submission to you
• Provide a copy of the updated return for your records

Please note: this list is not exhaustive. Any work not specifically listed under "Included work" is deemed outside the scope of this engagement unless we have expressly agreed otherwise in writing.

Where additional work is required, we will advise you of the scope, our proposed fee, and obtain your agreement before proceeding.

The following work is outside the scope of this service unless separately agreed in writing:

• Investigation or dispute resolution with HMRC prior to or following the amendment
• Preparation of additional schedules not related to the amendment (e.g. capital gains, foreign income, etc.)

Please note: this list is not exhaustive. Any work not specifically listed under "Included work" is deemed outside the scope of this engagement unless we have expressly agreed otherwise in writing.

Where additional work is required, we will advise you of the scope, our proposed fee, and obtain your agreement before proceeding.

You agree to:

• Notify us promptly of any new information that comes to light or of any changes or errors in the original return
• Provide accurate and complete information relevant to the amendment
• Respond to any queries relating to the amendment in a timely manner
• Pay any resulting tax liabilities or claim any due refunds as advised

We agree to:

• Prepare the amended return in accordance with the applicable tax legislation
• Submit the amendment to HMRC within the allowable timeframe
• Communicate clearly with you about any tax implications arising from the changes
• Maintain a record of the amendment and related correspondence