Taxeezy Doctor

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

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.

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).

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.

Our fees are transparent and, where a fixed fee applies, you will know the cost before we begin any work.

The fee for our principal service, Self Assessment tax return preparation and filing, is £130.00. This is a fixed fee for a standard tax return. Where special or more complex circumstances apply, we will provide an additional fee quotation before any additional work is carried out.

Our current service fees are:

• Self Assessment Tax Return – £130.00
• Taxeezy Doctor – £99.00
• Non-Resident Landlord (NRL) Application – £50.00
• UTR Application – £25.00
• 60-Day Capital Gains Tax (CGT) Report – £99.00
• MTD Quarterly Submission – £50.00 per quarterly submission, or £200.00 for the full year’s filing obligations
• R43 Claim – £99.00
• P85 Form – £99.00
• R43M (SED) Claim – £130.00
• Voluntary Class 3 National Insurance Contributions (NIC) Application – £50.00
• HMRC Enquiries, Property Let Disclosures and other specialist services – quoted on enquiry based on the nature and complexity of the work required

Payment is required upfront for all services before work commences.

Payment can be made securely by debit or credit card through the Stripe or PayPal payment facilities available on our website. If a customer experiences any difficulty making payment online, they can contact us and the team can assist with alternative payment arrangements where appropriate.

For services requiring an individual quotation, we will confirm the scope of work and applicable fee before proceeding.

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.

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.

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).

Get professional help from our accredited in-house tax accountant.

• A 60 minute one-to-one consultation by phone or video call
• Personal/business advice and support from a tax specialist