Self Assessment

[Bones]

Well, next year you will only have one employer, so you would fill in the details of the employer - your limited company which is paying you salary and dividends (I presume) or just dividends (which as a close company you still need to include).

Salary, dividends & expenses. Not come across the term 'close company' before but a quick search suggests that almost all LTD company contractors would be classed as a close company?

[Bones]

Once you submit a return and it is accepted, you will recieve an automated email with a submission confirmation number (unique and about 30 char long), provided of course that you have registered your email address.

My accounting service provider registered me online (unknown to me at the time) I doubt they have registered my email. So if they submitted the assessment I would get nothing. Although I accept it would remain online to look at.

I am not totally adverse to paying them to do it, but I have had to crow bar pay and dividends details relevant to the tax year out of them. I have nothing available from them for total expenses (I would have to go back through each weeks claims). So rolled up figures on the assessment form for the whole year could easily be indecipherable...

[TheFaQQer]

My accounting service provider registered me online (unknown to me at the time) I doubt they have registered my email. So if they submitted the assessment I would get nothing. Although I accept it would remain online to look at.

I am not totally adverse to paying them to do it, but I have had to crow bar pay and dividends details relevant to the tax year out of them. I have nothing available from them for total expenses (I would have to go back through each weeks claims). So rolled up figures on the assessment form for the whole year could easily be indecipherable...

If you were working for your limited company and being paid via payroll, then the company must have produced a P60. By law, each employee must be given their P60 no later than May 31st, so if you didn't get one then your company has broken the law.

Ask the accountant for the P60 - all the information you need to complete the salary section is on there. Did you need a P11D? Again, get it from the accountant if you haven't had it already.

And when this is all over, fire the accountant and move to InTouch. Having to prise information out of your service provider??? Having to pay for a self assessment??? No and No. You are the client - take your business to someone that seems to want it.

[Bones]

If you were working for your limited company and being paid via payroll, then the company must have produced a P60. By law, each employee must be given their P60 no later than May 31st, so if you didn't get one then your company has broken the law.

Ask the accountant for the P60 - all the information you need to complete the salary section is on there. Did you need a P11D? Again, get it from the accountant if you haven't had it already.

And when this is all over, fire the accountant and move to InTouch. Having to prise information out of your service provider??? Having to pay for a self assessment??? No and No. You are the client - take your business to someone that seems to want it.

I am 99% sure I didnt get a P60, I will take it up with them.
No idea if I need a P11D, certainly didnt get one.

Although my accountants have their good points (only a few) their online App makes it impossible to work out how much tax I owe and how much retained profit I have at any time. Am I in the black or the red, who knows!?
They send me a 3 monthly health check but its only for the previous 3 months, not running balances, so its useless.
I had to ask 3 time for ALL the information necessary to fill out the assessment all I got was a salary & dividend figure.
I have to somehow know what to ask for as nothing is volunteered, the above 2 forms are a good example.
So I have certainly been considering a move, as I currently feel like I am dealing with the secret service.
All of which didnt exactly fill me with a lot of confidence in letting them fill in my tax assessment...

[Forbes Young]

I am 99% sure I didnt get a P60, I will take it up with them.
No idea if I need a P11D, certainly didnt get one.

Although my accountants have their good points (only a few) their online App makes it impossible to work out how much tax I owe and how much retained profit I have at any time. Am I in the black or the red, who knows!?
They send me a 3 monthly health check but its only for the previous 3 months, not running balances, so its useless.
I had to ask 3 time for ALL the information necessary to fill out the assessment all I got was a salary & dividend figure.
I have to somehow know what to ask for as nothing is volunteered, the above 2 forms are a good example.
So I have certainly been considering a move, as I currently feel like I am dealing with the secret service.
All of which didnt exactly fill me with a lot of confidence in letting them fill in my tax assessment...

Any good accountant should be communicating with you about deadlines for P11D and Self-Assessment tax returns etc and producing payroll documentation as a matter of course. They should also be asking you about any detail that they don't already have to generate accounts/returns etc. Clients need reminding about things and looked after properly - that's what we do!

[Bones]

Any good accountant should be communicating with you about deadlines for P11D and Self-Assessment tax returns etc and producing payroll documentation as a matter of course. They should also be asking you about any detail that they don't already have to generate accounts/returns etc. Clients need reminding about things and looked after properly - that's what we do!

Late last year when looking at filing an assessment I found out that I had missed the deadline for paper submission. I also found out that I was days away from the closing date for registering for online submission. I was not happy, and complained to the accountants about the missed deadlines, at that point I found out they has already registered me online, so they didnt see a problem!

Other than offering to submit the assessment for a fee nothing else has been mentioned/requested. Never heard of a P11D before today, I am sure they will claim it would be filled in as part of the fee. But if I dont pay them, it seems they wash their hands of the whole process!

I am not sure exactly what you mean by 'payroll documentation'. I get a pay breakdown online, it shows invoice details, directors salary, dividends, expenses. When I 'accept' the breakdown it triggers the RTI and I make payment from the business account.

[Forbes Young]

Late last year when looking at filing an assessment I found out that I had missed the deadline for paper submission. I also found out that I was days away from the closing date for registering for online submission. I was not happy, and complained to the accountants about the missed deadlines, at that point I found out they has already registered me online, so they didnt see a problem!

Other than offering to submit the assessment for a fee nothing else has been mentioned/requested. Never heard of a P11D before today, I am sure they will claim it would be filled in as part of the fee. But if I dont pay them, it seems they wash their hands of the whole process!

I am not sure exactly what you mean by 'payroll documentation'. I get a pay breakdown online, it shows invoice details, directors salary, dividends, expenses. When I 'accept' the breakdown it triggers the RTI and I make payment from the business account.

Your existing accountants clearly operate entirely differently to Forbes Young. We provide payslips and a payroll report to clients as well as P60. We also file the payroll details online in line with the RTI regulations. Dividend declaration forms and reimbursed expenses are both handled separately.

[Bones]

Have been sent P60 in email today, they dont send them out automatically apparently.
It looks as though I am just going to have to pay them to fill in my tax return as I have had so little advice here, but many thanks to those who have helped.

[TheFaQQer]

Have been sent P60 in email today, they dont send them out automatically apparently.
It looks as though I am just going to have to pay them to fill in my tax return as I have had so little advice here, but many thanks to those who have helped.

Complete an employer section for each employer.

Complete a dividend section for the dividends.

IANAA.

[tractor]

.....

The OP seriously needs to up their game on their knowledge of these things and either instruct their current accountant on their needs or appoint a new accountant AFTER ensuring that any candidate operates and will function according to those needs.

The whole situation the OP is in smacks of handing over all responsibility to someone who does not in law have any responsibility and then forgetting it until a. it is too late and b. it becomes financially imperative.