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Documents that may help us quote faster
You do not need to send everything immediately, but having the right documents ready can help us assess your case quickly.
Self Assessment
UTR, P60, P45, payslips, dividend vouchers, interest statements, pension details and any HMRC letters.
Landlord tax
Rental income, mortgage interest, agent statements, repairs, service charges, insurance and other property expenses.
Capital Gains Tax
Purchase price, sale price, legal fees, estate agent fees, improvement costs and property ownership history.
VAT or business tax
Sales records, expenses, VAT returns, bookkeeping reports, bank statements and any HMRC VAT correspondence.
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If your matter is urgent, or you have received a letter from HMRC with a deadline, contact us now rather than waiting for an email reply.