SortRefer opens up new tax return service
14 January 2016
SortRefer, the online intermediary portal, has added a self assessment tax return service for broker clients to its conveyancing and survey facilities. The new service is provided by U-Tax, SortRefer’s newest partner.
The service which can be accessed through SortRefer’s award winning online portal allows brokers to offer practical help to clients struggling to beat the impending January 31st 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.
According to SortRefer’s Managing Director, Kevin Tunnicliffe, this service will be of particular value to intermediaries at this time of year.
He 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 commented, “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.”
Robert John of Smart Advice Financial Solutions commented, “I instructed my own tax return through SortRefer and have found the whole experience a positive one. U-Tax kept me informed the whole way through and the quick turnaround time was great. I will be sending on my recommendations to my colleagues and this service has also given me the opportunity to talk to clients about other financial planning topics."
