Frequently Asked Questions

Taxeezy is a Limited Company ('Taxeezy Limited'), registered in England and Wales number 08156507, formed in July 2012, and whose registered address is: Suite 1, Milton Keynes Business Centre, Linford Wood, Milton Keynes, England, MK14 6GD.

Taxeezy provides: the preparation and filing of UK Self-Assessment tax returns (original and amended), UK Property CGT reports, NRL registration, UTR registration and Tax Consultancy services.

Taxeezy is registered as an agent with HMRC which enables it to file self-assessment tax returns for its' clients via its' own Gateway.

Yes, Taxeezy currently has clients who reside in most Countries, worldwide.

Taxeezy employs a variety of personnel, including qualified accountants and highly experienced tax consultants who will oversee the tax return preparation process and consultancy services.

No, registration with Taxeezy is free and entirely without obligation.

For tax returns, although payment details are taken from you when you apply, payment is only taken when the first draft your tax return is prepared and available to view. For all other services, we require full payment on application.

The fee for the principal service, being tax return preparation and filing, is £130.00 inclusive and is fixed, other than if special circumstances apply whereby a £25.00 increment is added for each circumstance. These circumstances are detailed on the 'Fees' page on the outside of the website. Although, for this service, payment details are taken as component of the application process, payment is not physically taken until your tax return is prepared and available to view.

Fees for other services are payable at the point of application and these are:

• Taxeezy Doctor - £99.00
• NRL Application - £50.00
• UTR Application £25.00
• 60 Day CGT Report - £99.00

Other service availability, together with fee quotation, on enquiry.

Payment for all services is principally made with a card using the Stripe or PayPal interface within the website, however, in the event of difficulty, other forms of payment method can be arranged with your dedicated tax manager.

Yes, Taxeezy can provide the letter at a fee of £25.00

Where a late filing penalty is applicable to a tax return in progress, Taxeezy will fully advise on the appeal process within the tax return fee, however, does not physically carry out the appeal on behalf of a client as this is a very straightforward process. Other fines and penalties, not concerned with a tax return in progress, can be advised on via the 'Taxeezy Doctor' service and any additional fees that may become applicable in assisting a client in appealing them, discussed during that consultation.

Taxeezy requires an internet connection and does not work 'stand-alone'.

Currently Taxeezy does not have an App and all access is via a web browser (Chrome, Safari, etc). An app is, however, in development and should be going live at some point in 2025.

Please click the 'Forgot Your Password?' link on the Taxeezy login panel, enter your email address in the box presented, click the 'RESET PASSWORD' button and await the password reset instructions which will arrive in your email inbox.

If you want to delete your Taxeezy account, please send a message to this effect via the 'Inbox' facility within the Taxeezy portal and the deletion, including removal of all historic data residing on the website, will be carried out. When the deletion is complete you will be notified by email. Please allow up to 7 days to receive the notification.

When you first register with Taxeezy and log in to the portal you will be directed to the Profile page via a message and you can also access it direct via the drop-down menu at top-right. You then enter information according to the description in the boxes on the page. Some information is compulsory and the system will notify you if more information is required.

Subject to complexity, your tax return will be prepared between one and three working days.

The forms to complete depend on your tax year circumstances, such as income sources, residence, etc, however, the Taxeezy concept is that the very minimum of input information will be presented to you for completion.

As all tax return preparation information relies on retrospective events concerning a recently completed tax year, the 'Taxeezy Doctor' service was added to our service to cater for those looking forward to the future, or part way through a tax year in progress or, indeed, long past events beyond the scope of standard tax return filing including potential overpayment of tax. Common use of the service includes projections for capital gains tax on the anticipated disposal of a property, or other assets, or advice on reacting to a current event occurring within a business and how it may affect it financially at the end of the tax year. Basically, if anyone has a question not catered for in the day-to-day preparation of a tax return, the 'Taxeezy Doctor' service is there to assist at a very modest fee for a one-hour consultation.

Yes, we are able to prepare and file Partnership tax returns. Although the specific interface for this is currently in development, application can currently be made via our 'self-employment' income item and associated form.

While Taxeezy does not currently prepare and file Limited Company tax returns itself, it does have expertise in this field and can arrange service via a group connected company, Moneywize Accountants.

A tax return is, internationally, a document that calculates, or facilitates the calculation of, a tax liability for the period applicable to the relevant jurisdiction. This is then submitted for the attention of the relevant authority within that jurisdiction. In the UK, the period is the tax-year 6th April to 5th April inclusive the following year and the relevant authority is HMRC.

A tax period can refer to the tax year, or part thereof (i.e. if only part is applicable by virtue of a liability to calculation commencing during the tax year). The tax year is a fixed period of one year set by any particular Country, or jurisdiction, for the annual calculation of tax. In the UK, this is 6th April to 5th April inclusive the following year.

Yes, as a registered UK tax agent, Taxeezy can file a tax return for someone else, for the attention of HMRC, via its own Gateway.

You will need to supply all income information applicable to the tax year in question and expense information if you are self-employed, a landlord, or have allowable expenses to claim in the course of PAYE employment. If you were not resident in the UK in the applicable tax year, you will need to provide information as to where you were resident and any time spent in the UK. In all cases, Taxeezy requires personal information such as name, address, telephone, etc. and also your UTR number (Unique Taxpayer Reference).

Your accountant is anyone that you engage to deal with financial matters. It is possible to have more than one accountant.

A UTR (10-digit Unique Taxpayer Reference) is issued by HMRC when you first apply to them for a service that requires the filing of a tax return and this is used to identify you concerning ongoing filing and is also used by HMRC as an ongoing identifier in correspondence, etc.

When UK property or land (or property related shares in some cases) is sold or disposed a report is required to be received by HMRC within 60 days of completion. The report details the financial information involved with a disposal and calculates the final gain (or loss), whereupon any resultant tax has to be paid. UK residents only have to file the report if the calculation results in a tax liability, however, non-UK residents must file the report in all instances of disposal.

When there is a requirement to file a 60-day CGT report, this has to be done via an HMRC UK property account that identifies you, details any capital gains tax owing and enables payment of the tax. The account application can be made online direct to HMRC, or Taxeezy can deal with this for you as component of the 60-day CGT report service, if you do not already have an account.

In the field of taxation, an activation code is one issued digitally, normally to activate an HMRC service when applied for the first time. In this instance it is a 12-digit code.

People employed on a ship that sails to foreign ports and who are UK resident are entitled to reclaim UK tax deducted from their pay, subject to certain criteria. This is called a 'Seafarer Claim'.

Non-UK resident workers, employed by a UK company are entitled to reclaim UK tax deducted from their pay proportional to work duties carried out abroad. This is called a 'Work Abroad' claim.

In taxation terms, a split year is a tax year when there has been a change of principal residence during the period. In this instance, if the time spent in the UK is sufficient to deem the individual UK resident overall, as per the Statutory Residence Test, a claim can be made to apportion the report of foreign income to only that received during the UK period. This is called a 'Split Year Claim'.

This is the determination of where you are deemed resident for any particular tax year and is principally established by the amount of time spent in a Country, coupled with other factors. For instance, in the UK you are normally deemed automatically resident if you spend more than 6 months here in the tax year, however, can also be deemed resident for less time, subject to previous residence, work, accommodation and family ties.

In UK tax terms, foreign income is any that emanates from outside the UK (please note that this includes the Isle of Man and Channel Islands). There is separate provision on a UK tax return for this income called the 'Foreign Pages'. Generally, non-resident filers of UK tax returns are not required to report this income, however UK residents must report their worldwide income.

When a UK non-resident has taxed UK income that is subject to a tax treaty provision included in the Double Taxation Agreement (DTA) between the UK and the Country in which they are resident, they can make a claim to invoke the provision in order to reclaim, or offset, the applicable UK tax deducted, or generated. This claim can be presented to HMRC alongside a tax return filing, or separately (i.e. when the individual is not required to file UK tax returns).

All non-resident landlords of UK property are required to have tax calculated on their rental income and deducted at source by their letting agent (or tenant) unless they have NRL approval, issued by HMRC, which exempts them from deduction of tax at source. The approval precipitates the requirement to file UK tax returns, however, this can often be far more tax efficient, particularly if the individual is entitled to UK personal allowance and/or has expenses external to the agent such as mortgage interest, ground rents, etc. Anyone in a position of tax inefficiency is advised to obtain NRL approval by applying to HMRC (this can be done via the Taxeezy service). Such approval also enables the ability to recover overpaid tax from previous periods.

The form on which an application for exemption from deduction of tax at source is made by non-UK resident Landlords letting out UK property is called 'Form NRL1'.

Before approval is received (following application on 'Form NRL1'), the letting agent (or tenant) must deduct tax at source from the rental income received and pay it over to HMRC. All such deduction in the tax year must be detailed by the letting agent (or tenant) on a certificate named 'NRL6' and issued to the Landlord no later than 5th July following the end of the tax year. The amount shown on the NRL6 can be utilised for the applicable self-assessment tax return in order to offset tax generated and this normally results in a reclaim of tax. The NRL6 must be retained by the Landlord as proof of the deduction.

A P85 is the form provided by HMRC for UK employees who are leaving, or have left, the UK for other residence during the tax year. The form is commonly described by HMRC with their slogan 'Leaving the UK - Getting your tax right!'. The circumstance most often results in a reclaim of tax due to UK personal allowance being under-allocated due to the short working tax year. Taxeezy can assess your potential claim, providing you have your P45 to hand (as issued to you by your final UK employer before departure) and advise you on the ongoing process, together with a fee quotation.

An R43 is the form provided by HMRC in order for non-residents to claim UK personal allowance with associated tax reclaim where this has not been provided for in the tax calculation itself. The form is applicable in the absence of the requirement to file a self-assessment tax return (i.e. where there is no letting income exceeding £2,500.00, or income from a trade or profession). The circumstance is particularly applicable to people taking a lump-sum pension payment that has been taxed at emergency rate over and above any tax free allowance. Taxeezy can assess your potential claim, providing you have your P45 (or P60) to hand (as issued to you by your pension provider) and assist in processing the claim at a fee of £99.00 inclusive.

Whereas as a UK resident Seafarer claim is made on a self-assessment tax return, this method is not available to non-UK residents and form R43M (SED) is issued by HMRC to cater for merchant Seafarers who are resident in a European Economic Area (EEA). If you meet the eligibility requirements, Taxeezy can assess your potential claim and assist in processing the form at a fee of £130.00 inclusive.

You can obtain your tax-year overview, which is normally required as component of a mortgage application, by contacting HMRC direct and requesting the applicable tax year(s) posted to you (allow 2 weeks), or immediately by following the following process:

1. Log into your HMRC online account
2. Select ‘Self-Assessment’ if you registered for more than one service
3. Follow the link ‘View Self-Assessment return.....'
4. Select the appropriate tax year you require from the drop-down box
5. Click 'Go'
6. Scroll down and click on 'Print your tax year overview'  
7. Select 'Save as PDF'
8. Save to a folder

The SA100 is the 'core' UK self-assessment tax return form as issued by HMRC. This is then supplemented by additional pages as per any extra, or special, circumstances applicable to the tax year in question.

The SA302 is the tax calculation page component of an online SA100 tax return, or as subsequently produced by HMRC for 'paper' tax returns. Here you will see your detailed income types and amounts, allowances and reliefs applied, amount subject to tax and the rates of tax levied.

The SA800 is the 'core' UK self-assessment tax return form as issued by HMRC concerning registered Partnerships. This is then supplemented by additional pages according to the type of income and/or trading.

A UTR number is generally issued 'for life', therefore it can invariably be recovered if lost, or mislaid. The first thing to check is any past HMRC correspondence that has been received, including letters, filing notices, payment slips, etc. which will always include the UTR number as a 'reference' when one has been issued. If unsuccessful, the next stage is to contact HMRC, providing other identifying details such as National Insurance Number (NINO), name, address, previous addresses, etc. and this should result in the UTR number being located.

If a UTR number has been issued at any point, it is important not to initiate a process that may automatically generate another one without first establishing whether the original is still in existence.

Firstly, check any past documents that will include the National Insurance Number (NINO) such as p60's, p45's or benefit letters. Previous payslips may also include the number. If unsuccessful any of the following methods can be employed:

1. Using your HMRC personal tax account
2. Using the HMRC App.
3. Using your Apple or Google Wallet (if you’ve previously saved it there)
4. Using the 'Find your National Insurance number online' service
5. Filling out form CA5403 and posting it to the address on the form
6. Contact HMRC and request a letter (10 day service)

You will not be given your NINO over the phone or webchat and all third-party services offering to find it for you should be avoided.

Name changes carried out via deed poll or marital status change can be notified to HMRC on a tax return, however, it is best to notify them as soon as possible following changes in any personal details (including address, etc.) as there may be an immediate effect on your liability to tax and associated reporting requirements. You can do this by using any of the following methods:

1. Using your HMRC personal tax account
2. Using the HMRC App.
3. Contact HMRC using the applicable telephone helpline
4. Contact HMRC using the online Chat service

Please note that items (3) and (4) will require identity verification at the time of call/chat by utilising a UTR number or National Insurance Number (NINO).