REVENUE & TAX · INCOME TAX
An initial assessment to understand your income, tax records and filing requirements before determining the services needed to prepare your return correctly.
We review your income sources, Revenue records and the condition of your financial information to identify the services required before your tax return is prepared.
HOW IT WORKS
You receive access to the secure initial form.
SGS reviews your income, records and filing requirements.
We present only the applicable services, stages and fees.
RELATED SERVICES
Your tax return may involve one or more of the services below. The diagnostic assessment identifies what applies to your situation.
Initial review of income sources, records and filing needs.
Preparation of the return after the required information is organised and validated.
Review of self-employed records before filing.
Review of earlier tax years or periods where required.
Assessment of preliminary tax obligations relevant to the filing.
Reconciliation of income, expenses, deductions and adjustments.
Organisation and review of business-related bank movements.
Periodic or retrospective organisation of financial records.
Structured organisation of invoices, receipts and supporting records.
Consolidation of PAYE income, taxes paid and employment information.
Review of credits and reliefs that may be relevant to the return.
Assessment and allocation of tax credits between employments.
Support obtaining and reviewing the relevant Revenue statement.
Registration or assistance with the contract notification in RCT.
Registration or assistance with payment notification to a subcontractor.
Review of the Deduction Authorisation and Revenue rate applied.
Organisation of RCT deduction records for the return.
Reconciliation of RCT income, deductions and available credits.
Assistance reviewing the subcontractor's RCT rate where appropriate.
Support with registration and setup for RCT services.
Private digital assistance with setup, access recovery and navigation. Tax services are identified separately.
Digital registration, access and navigation assistance for ROS.
Support registering self-employment with Revenue.
Support with PAYE registration or account updates.
Review and response to Revenue letters or information requests.
Assessment of whether VAT registration is required or appropriate.
Preparation and support for applicable VAT returns.
CHOOSE HOW YOU WANT TO MOVE FORWARD
Choose professional support for your situation, learn how to handle applicable tasks yourself, or develop skills that may help you support others in the future.
Contract SGS to assess, organise and prepare the applicable Income Tax services.
View SGS services →Understand Income Tax records, allowable expenses, deadlines and the information required for your own return.
Coming soonDevelop practical knowledge about self-assessment, financial records and the Income Tax service journey.
Explore specialist training →FAQ
No. It identifies the services required before the return is prepared correctly.
No. After the assessment, you will receive only the stages relevant to your case.
SGS ECOSYSTEM