Welcome to our Secure Document Exchange (SDE) area. This section of our site allows us to exchange confidential data with our clients in a secure manner. All data is held in a secure environment and transmitted over industrial standard SSL connections.
This facility is available to all our clients who want to use it.
Key advantages of the system are:-
- Security - data is encrypted as it is transmitted
- 24/7 access to your financial details
- Secure backup of documents
If you would like to use this facility please Contact us.
Register for Self-Assessment
Click here to download a SA1 form. You will need to print and return this to us signed to confirm you are registered for self-assessment.
Authorise your Tax Agent
Click here to download a 64-8 form. Before we can act for you, you will need to sign and return this to us. A 64-8 informs HMRC that we have your permission, as your agent, to act on your behalf.
Begin trading as Self-Employed
Click here to download a CWF1 form. If you are starting to trade as self-employed, you need to confirm you are registered for Self-Assessment and National Insurance so you can report your income on a return each tax year. You will need to sign and return this form to us.
We would like to hear your opinions. We aim to provide a high quality of service to all our clients; however, you might feel there is room for improvement. If so, we'd like to hear it, you can email Rachael Potter here.