{"id":13512,"date":"2026-10-16T13:57:42","date_gmt":"2026-10-16T13:57:42","guid":{"rendered":"https:\/\/qxaccounting.com\/uk\/?post_type=casestudies&p=13512"},"modified":"2026-10-16T13:57:43","modified_gmt":"2026-10-16T13:57:43","slug":"how-a-uk-accounting-firm-scaled-personal-tax-delivery-to-1100-returns-with-qx","status":"publish","type":"casestudies","link":"https:\/\/qxaccounting.com\/uk\/case-study\/how-a-uk-accounting-firm-scaled-personal-tax-delivery-to-1100-returns-with-qx\/","title":{"rendered":"How A UK Accounting Firm Scaled Personal Tax Delivery to 1,100+ Returns with QX"},"content":{"rendered":"\r\n
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Client Overview:<\/u><\/h2>\n

The client is an ACCA-accredited accountancy firm headquartered in Guildford, with a network of offices across Surrey, Hampshire, Sussex, Kent, London, Buckinghamshire, and Berkshire. Established in 2011, they provide accounting and tax services to small businesses, contractors, and individuals, combining local, personalised support with cloud-based accounting technology and processes.<\/p>\n

The client partnered with QX in 2022 for personal tax preparation support. Over the course of the partnership, QX became an increasingly integrated extension of the firm\u2019s tax delivery team, helping provide the capacity required to manage growing personal tax volumes efficiently.<\/p>\n <\/div>\r\n

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The Challenge:<\/u><\/h2>\n

As personal tax volumes grew, the client needed additional delivery capacity without compromising the quality and control already built into its operation.<\/p>\n

The firm had previous experience of outsourcing and was looking for a partner that could provide dependable support as demand increased. The requirement was not simply additional capacity. The outsourcing model needed to fit seamlessly into the firm’s established workflows, consistently deliver to expected quality standards, and provide the flexibility to manage a growing volume of returns.<\/p>\n

The firm also wanted to maintain its proactive approach to tax season. Work begins early in the year, often from April onwards, with the aim of completing the majority of returns well ahead of the January deadline.<\/p>\n

QX therefore needed to become more than an external provider. It needed to operate as an extension of the firm’s existing tax team.<\/p>\n <\/div>\r\n

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  • Scaled from approximately 700 returns during the initial engagement to 1,100+ returns delivered<\/strong><\/li>\n
  • QX now supports approximately 90\u201395%<\/strong> of the branch’s personal tax portfolio<\/li>\n
  • Successfully supported expected output levels of approximately 25\u201330 returns per week<\/strong><\/li>\n
  • Integrated directly into the firm’s existing digital workflows and processes<\/li>\n
  • Expanded an initial bookkeeping relationship into comprehensive personal tax support<\/li>\n<\/ul>\n <\/div>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n<\/section>\r\n\r\n\n\n
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    How We Helped:<\/h2>\n

    Rather than changing the firm\u2019s established way of working, QX built its delivery model around it. The firm\u2019s UK-based client managers retained ownership of client relationships, while QX became the delivery engine behind the scenes, providing the capacity to handle growing personal tax volumes.<\/p>\n

    A dedicated QX team of managers, reviewers and processors works within the client\u2019s existing workflow, supporting the tax process from preparation through to filing.<\/p>\n

    End-to-end personal tax support<\/p>\n

    QX supports the firm across:<\/strong><\/p>\n

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    • Personal tax and Self Assessment return preparation<\/li>\n
    • Property, employment, investment and savings income<\/li>\n
    • Child benefit calculations<\/li>\n
    • Supporting schedules and calculations<\/li>\n
    • Review and filing support<\/li>\n
    • End-client filing confirmations<\/li>\n<\/ul>\n

      One workflow, one integrated team<\/p>\n

      Returns, queries, reviews, and status updates are managed digitally through the firm\u2019s own workflow platform. This means QX operates inside the firm\u2019s established processes rather than alongside them, helping work move efficiently between the UK and offshore teams while maintaining visibility and control.<\/p>\n <\/div>\r\n<\/section>\n\n

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      The Results:<\/h2>\n
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      • Scaled personal tax delivery from ~700 to 1,100+ returns:<\/strong> The client expanded the volume handled through its outsourced delivery model, with 1,100\u20131,200 returns expected for the 2026-27 tax cycle<\/strong>.<\/li>\n
      • Expanded outsourcing to 90\u201395% of the portfolio:<\/strong> What began as additional capacity has evolved into a highly integrated model, with the vast majority of the branch\u2019s personal tax portfolio now supported through the QX partnership.<\/li>\n
      • Kept 80\u201390% of returns on track for completion before December:<\/strong> The additional capacity supports the client\u2019s proactive tax-season model, helping the firm stay comfortably ahead of the January deadline.<\/li>\n
      • Built capacity for 25\u201330 returns per week:<\/strong> The firm can maintain consistent weekly throughput as personal tax volumes grow, without concentrating the workload around peak season.<\/li>\n
      • Maintained turnaround expectations as volumes increased:<\/strong> Even as more personal tax work moved into the outsourced model, the firm continued to achieve its expected 2\u20132.5-month turnaround<\/strong>, with expectations met or exceeded in previous years.<\/li>\n<\/ul>\n<\/div>\r\n<\/section>\n\n
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        Services Delivered:<\/u><\/h2>\n

        Personal Tax Services<\/h3>\n
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        • Self Assessment tax return preparation<\/li>\n
        • Property schedules<\/li>\n
        • Employment income<\/li>\n
        • Investment and savings income<\/li>\n
        • Child benefit calculations<\/li>\n
        • Supporting tax calculations and schedules<\/li>\n
        • Review and filing support<\/li>\n
        • Filing confirmations<\/li>\n<\/ul>\n

          Delivery Support<\/h3>\n
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          • Dedicated tax processors<\/li>\n
          • Review support<\/li>\n
          • Account management<\/li>\n
          • Workflow and query management<\/li>\n
          • Status tracking and reporting<\/li>\n<\/ul>\n <\/div>\r\n<\/section>\n\n\r\n
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            Testimonial<\/h4>\r\n\r\n
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            Our partnership with QX has given us the capacity to scale our personal tax delivery while maintaining the quality and control we expect. The team has become a trusted extension of our tax operation<\/p>\n <\/div>\r\n \r\n<\/div>\r\n

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