Self Assessment

BenA

Hi All,

Sorry to bring up the issue of self-assessment again but I have been unable to find a post relating to what I am about to ask.

A family friend has asked if I can complete their self-assessment. I would not be charging them to complete their self-assessment due to the following reasons. I have completed Level 3 and only need to pass Financial Statements and BTAX in order to compete Level 4. Due to this I am not a MIP, nor do I have insurance etc.

I suppose it would be assisting them rather than completing it for them. The person does not keep their book either, so what would be the best way to complete the assessment without software.

If the answer is that I cannot and should not be helping them with their return, where does this leave me for completing my wife's return. My wife is looking to become self-employed over the coming months.

Many Thanks.

south59

Hi,

If you are acting as an agent, you'll need at least to be registered for MLR.

If you're sat next to Mr X whilst he inputs his own figures, using his own login details that is different. A grey area difference yet - I digress.

I don't follow the 'does not keep their book'

Do you mean there has been no bookkeeping?

HMRC SA software is free. You'd obviously need a balanced TB to begin mind.

Make sure you can justify all the figures on the SA on a spreadsheet (or other) so as that the figures can be justified in the future, if needs be.

I wouldn't say a SA is difficult, if you have the correct figures, and you take your time.

Remember to justify your workings.

Hope that is of some help.