Tax year end

HMRC provide us with your client's tax code electronically. We cannot amend this, and recommend your customer contacts HMRC directly unless you are authorised to do so.

Your client will receive their P60 by the end of May and once issued, will be stored within the client's document library.

If your client holds a Personal Portfolio/General Investment Account that has generated interest or dividends, a Consolidated Tax Certificate will be issued in May or June. This will be posted and stored within the client's document library.