SortRefer opens tax return service

Mortgage Introducer

January 14, 2016

SortRefer has partnered with U-Tax to off a self-assessment tax return service.

Managing director Kevin Tunnicliffe 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 competitive, particularly when placed against the fine for missing the deadline and since we launched, the response has been very strong.

Harry Cook from U-Tax added: “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.”

Advisers can log in through SortRefer and the service includes completing the tax return; calculating the tax position; submitting the return to HMRC and 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.

Robert John of Smart Advice Financial Solutions said: “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.”

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