Expat Tax Return Completion

Trewtax will require some initial information to complete a UK tax return for expatriates.

We will need to obtain details of all your income sources.   We will liaise with any previous advisers and take authority from you to communicate with HM Revenue and Customers on your behalf.

Annual Tasks

Each year we will undertake the following tasks to collect information.  Once we have this we can provide tax advice and complete the tax return for you.  Trewtax will also make the necessary appeals if we believe an error has occurred and check your tax code to ensure the calculations are correct.

What the service involves

  • Send a checklist of the information required.
  • Request any additional information that might be required.
  • Prepare, check and submit self assessment tax return.
  • Calculate expat tax payments and repayments due.
  • Produce tax calculations.
  • Check statements of account.
  • Appeal on your behalf to correct any errors.
  • Arrange with you the timely payment of any tax due.
  • Check noticies of coding to ensure the currect deduction of PAYE tax.
  • Provide expat tax advice and accurately declare capital gains and overseas income.
  • Claim foreign tax credit or relief under relevant double tax agreements.
  • Prepare rental statements to minimise profits. 

There is more information about self assessment tax returns on the HMRC website here.