Enquiry received

Thank you. Your doctor tax enquiry has been sent.

We have received your enquiry and will review the details you submitted. If your matter relates to Self Assessment, NHS pension tax, Scheme Pays, private practice, locum income, HMRC compliance or disclosure, we will consider the likely next step before replying.

Please do not send confidential tax records until we request them through a secure method. If HMRC has given you a deadline, keep a note of it and tell us clearly in your follow-up message. For urgent matters, booking an online appointment may help us understand the issue sooner.
Before we reply

Helpful information to prepare.

You do not need to send everything immediately. But having the correct records ready will help us review your matter faster once we confirm what is needed.

Tax returns

Self Assessment and doctor tax returns

P60s, payslips, previous tax returns, UTR, HMRC statements, professional fees, private income, locum income and expense records.

Pension tax

NHS pension annual allowance and Scheme Pays

Pension savings statements, RPSS, Scheme Pays elections, NHS pension correspondence and income details for the relevant tax years.

HMRC

HMRC letters, disclosures and compliance checks

Copies of HMRC letters, deadlines, penalty notices, enquiry letters, previous submissions and any response already sent to HMRC.

Companies

Limited company or private practice income

Company number, accounts, bookkeeping records, bank summaries, invoices, payroll, dividends, contracts and private practice income records.

Document safety

Please wait for a secure document request.

Tax and pension records can contain sensitive information. We will tell you what to send and how to send it once the enquiry has been reviewed.

Do not send yet

Avoid sending confidential records through general email unless requested.

This includes ID documents, full tax returns, pension statements, bank statements, HMRC letters and company records.

Urgent matter

If a deadline is close, book an appointment as well.

If HMRC has given a response date, appeal date, filing deadline or payment deadline, please make this clear when contacting us.

Client status

An enquiry does not start formal work.

Work begins only once scope, fee, onboarding checks and engagement approval have been completed.

Need to speak to someone sooner?

You can book an online appointment if your matter is urgent, complex or time-sensitive. Please bring a clear summary of the issue and the key tax year involved.