Organising the tax file
Record what was supplied, when and to whom, addressing discrepancies before responding.
Send the enquiry or decision, evidence of receipt and records for the disputed transactions. The whole business archive is not needed at the outset. We will first define the issue, then reconcile accounts, primary documents and explanations.
Planning the next steps
After reviewing the records, we will explain what is established, what is missing and the next document needed. Scope and fees will be agreed. Existing submissions and decisions will be taken into account so further work remains consistent.
Before work begins
What should my first message include?
Describe the event, name the document and mention any relevant date. We will then clarify the task and required records.
When will the fee be agreed?
After clarifying the review, deliverable and any continuing involvement. The fee will be agreed before work starts.
Are photographs of documents enough?
Legible copies of all pages are useful for an initial review. The procedure will determine whether originals or certified copies are needed.
Explore related topics
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A headline tax rate is not enough to select a regime.
Read more InsightsChoosing a route to challenge a tax decision
Check the decision type, service and previous applications before choosing a challenge route.
Read more InsightsBusiness evidence in a tax dispute
Primary records should tell the transaction's story: agreement, performance, acceptance and payment.
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