An individual’s letter approving their Self Assessment return and confirming complete income, foreign income, capital gains, property, estimates and Making Tax Digital updates.
Accountancy practice – client documents
Letter of Representation – Personal Tax Return (Self Assessment)
About this document
A letter from an individual taxpayer to your firm confirming that they have approved their Self Assessment return and given you complete information about every source of income and gains – including foreign income, capital gains, property and crypto-assets – together with estimates and their Making Tax Digital status. Includes firm guidance, a tailoring table and a checklist.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Accountancy practice – client documents
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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