PARTNERSHIP TAX RETURNS - CASTLE EDEN & UK-WIDE
Partnership
tax returns.
Brought together.
Bring your partnership’s figures and reporting together with clear support from a dedicated accountant. We’ll prepare the return, explain the partners’ shares and help you understand the next steps.
A clear checklist for your records
A dedicated point of contact
Scope and fees agreed before we start
CONNECTED FIGURES. CLEAR REPORTING
One partnership.
Reporting that connects.
Your business figures and partner information need to work together. We’ll review your arrangements and agree the support needed for the partnership return.
01 / REVIEW
Start with the business figures.
We review the accounts and supporting information, identify gaps and confirm the partnership details relevant to the return.
02 / PREPARE
Connect the partners’ shares.
We prepare the partnership return and statement, using the agreed sharing arrangements and checking changes that affect the figures.
03 / SUBMIT
Keep the next steps clear.
We explain the return for approval, submit it once authorised and provide the relevant partnership figures for the partners’ own reporting.
Know what’s included.
We’ll confirm whether the service includes partnership accounts, the SA800 return and each partner’s personal return. Bookkeeping, earlier-year amendments and additional advice are agreed separately where needed.
Partnership details
The partnership UTR, previous returns and HMRC correspondence, together with the nominated partner’s contact details.
Accounts and supporting records
Your accounts, bookkeeping and relevant supporting documents. If accounts still need preparing, we’ll agree that work with you.
Partner and sharing information
Details of the partners, their tax references and the agreed profit-sharing arrangements, including any changes during the year.
Changes and other relevant activity
Tell us about new or departing partners, changes to the business and any other income or transactions that may affect the return.
GETTING STARTED
Four steps.
A shared understanding.
Know who will provide the information, what we’ll prepare and how the return will be approved.
Agree the work together.
Tell us about the partnership and the returns you need. We’ll confirm responsibilities, the main contact, scope and fee.
Bring the information together.
Share the accounts, records and partner details securely. We’ll complete the relevant checks and resolve any questions.
Review and approve the return.
We prepare the partnership figures and explain them to the appropriate person for review and authorisation.
Submit and connect the reporting.
We file the approved return and provide the partnership figures needed for partner reporting. Personal returns are completed where included in the agreed service.
KEEP THE WORK CONNECTED
Keep the business
and partners connected.
Accounts, the partnership return and personal returns each have a role. We’ll agree how the work fits together for your business.