Self-Assessment registration

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:

• Complete and submit the application to register you for Self-Assessment with HMRC
• Ensure the appropriate forms are filed so that you are issued with a Unique Taxpayer Reference (UTR)
• Confirm HMRC’s acknowledgement of registration and provide you with the relevant details needed to complete future Self-Assessment returns

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:

• Preparation or submission of Self-Assessment tax returns.
• Registration for other HMRC schemes (e.g. VAT, PAYE, CIS)
• Advice relating to tax planning, residency, or complex income sources
• Resolving HMRC compliance checks, disputes or enquiries relating to your registration
• Ongoing monitoring of your Self-Assessment filing obligations once registration is complete

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:

• Provide us promptly with all information and documentation required to complete the registration (e.g. National Insurance number, personal details, business commencement date)
• Ensure the information supplied is complete, accurate and not misleading
• Respond to any queries from HMRC directly where they require personal confirmation
• Keep us informed of any changes in your circumstances that may affect your tax obligations

We agree to:

• Prepare and submit the registration application to HMRC based on the information you provide
• Take reasonable care to ensure the application is accurate and submitted in the correct form
• Notify you of any correspondence we receive from HMRC relating to your registration
• Confirm your registration details once HMRC has processed the application