Prior-year and catch-up returns, subject to review
Preparing for the engagement
Records normally requested
Partnership agreement and ownership details
Year-end trial balance and financial statements
Partner contribution and withdrawal records
Prior-year returns and tax correspondence
Document safety: Do not send sensitive records through the public enquiry form. Document-delivery instructions will be discussed after the scope is confirmed.
Questions about this service
Frequently asked questions
How is the scope confirmed?
We review your service needs, records and deadlines during consultation, then agree the work and fees before proceeding.
How should I share confidential records?
Document-delivery instructions are provided after the engagement scope is confirmed. Do not submit tax identifiers, returns, passwords or documents through the public enquiry form.
Next step
Discuss your needs before sending records
Use the consultation form to describe the service, deadline and current status using general information only.