Corporate Individual
For the corporate individual who earns £100k plus with a P11D, or is the director of a limited company with dividends and a P60, who is already a bk plus client.
Is it for me?
If someone is already a bk plus client and either earns £100k or more with a P11D, or is a company director with dividend income and a P60, this package covers the personal tax return that comes with it.
Who it suits
Existing bk plus clients whose personal income — through salary, benefits, or dividends — means they need a dedicated individual tax return alongside their company’s accounts.
What’s included
A focused package covering the personal tax return side of things for an existing bk plus client with more complex personal income.
Personal tax returns:
Preparation and submission of your self assessment tax return online to HMRC, covering income from a P11D, P60, and any dividends, complete with a personal report for your reference.
Review consultation:
A short session to go through your P11D benefits and dividend income and check for tax efficiencies before submission.
Client portal access:
24/7 availability to view completed documents and upload necessary paperwork.
Regular updates:
Timely reminders for important self assessment dates via email.
A team of accountancy experts:
Support making sense of your personal tax position alongside your company’s accounts.
*Sage and Dext are third-party software providers; any changes on their side are reflected accordingly.
Additional extras
Optional add-ons available alongside this package, should the client need them.
- Tax investigation insurance
- Accountant reference
Already a bk plus client?
Enquire about the Corporate Individual package and we’ll be in touch to talk through next steps.