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Self-Assessment Tax Return Checklist

QX accountants have created a free PTR checklist to help you easily collect data from your clients.

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In order for your clients to prepare for a tax appointment with you, they should be able to gather all of the information and documents that apply to their tax situation. This tax return checklist allows your clients to detail their:

  • Income info
  • Capital transactions
  • Outgoings
  • Other reliefs

Get Your Download Here