Online intermediary portal SortRefer has introduced a self assessment tax return service for broker clients to its conveyancing and survey facilities.
The service which can be accessed through SortRefer’s online portal allows brokers to offer practical help to clients struggling to beat the impending 31 January submission deadline for self assessment.
Advisers log in through SortRefer and the service includes:
- Completing the tax return
- Calculating the tax position
- Submitting the return to HMRC
- Liaison with HMRC on behalf of the client
The cost is £75 +VAT and if the client has not been registered with HMRC before, U-Tax can provide that service for a small additional fee.
Progress can be case tracked all of the way through, as with the other SortRefer products and a referral fee is payable to the introducer.
The new service is provided by U-Tax, SortRefer’s newest partner.
Kevin Tunnicliffe, SortRefer’s managing director, said: “This is a hugely important service to offer clients and provides a strong reminder in their minds of the value for other kinds of financial planning and advice. The cost is very competitive, particularly when placed against the fine for missing the deadline and since we launched, the response has been very strong. SortRefer continues to expand its services in 2016 and we are expecting to continue to bring new services online to complement our existing proposition.”
Harry Cook from U-Tax added: “We are delighted to be able to offer our service through SortRefer, which is becoming an industry standard bearer for intermediary online services.
“Our proposition is designed to ensure that clients referred to us by advisers receive a service, which not only relieves the pressure of form filling, but also offers peace of mind that the file is correctly filed with HMRC.”