Exclusions from our self-serve tax return

Our digital tax return service is designed to support simple tax returns and does support the vast majority of ordinary taxpayers’ scenarios. It does not support:

  • Partnerships or Partners

  • Foreign Income (it can report foreign dividends under £2,000 and foreign interest under £2,000)

  • Trusts and Estates

  • Residence, remittance basis etc. or non Domicile positions

Evelyn Partners has a pre-eminent Private Client Tax Services team who can support all the above (and more) and provide tax advice and guidance. Should you wish to engage with those services please contact digitaltax@evelyn.com (additional fees will apply)