Tax Preparation Outsourcing
Services for UK Accountancy Practices
Personal, partnership, Corporation Tax and trust tax compliance prepared in your software and delivered ready for your review, sign-off and submission. Managing tax preparation and filing in the UK can be a complex and time-consuming process. Whether you’re a business owner, corporate entity, or an individual taxpayer, ensuring compliance with HMRC regulations is crucial. Unison Globus provides outsourced tax services that streamline your tax preparation process, minimise liabilities, and ensure accurate, timely filings.
Tax Compliance Capacity, Without the January Scramble
UK tax compliance is concentrated around a few key deadlines. January alone brings the Self Assessment filing deadline, the balancing payment and, where applicable, the first payment on account. MTD for Income Tax also adds four quarterly updates for taxpayers within the new regime.
Unison Globus prepares UK tax returns for practices, including ICAEW, ACCA, ICAS, CIMA, CIOT/ATT and AAT firms, in your tax software, with the computations, schedules and queries your reviewer needs. The submission and client relationship stay with you.
What that looks like in practice
Returns prepared in your software, ready for your review and approval
Computations and schedules cross-referenced to the source records
One consolidated query list per client rather than scattered emails
Surge capacity through December and January
Need Extra Capacity for Self Assessment?
Keep Self Assessment returns moving throughout the busy season. Support your practice with review-ready returns, a clear scope and predictable costs.
✓ Fixed pricing agreed upfront
✓ Agreed scope and turnaround
✓ Support with Self Assessment tax return preparation
✓ 10-hour free trial available
Get in Touch!
Our Tax Preparation Services
Personal tax, business and partnership tax, Corporation Tax and related compliance work. For more details, see Self Assessment Tax Returns, Company Tax Returns, VAT Services and MTD for Income Tax.
Personal Tax
- Self Assessment tax returns (SA100), including supplementary pages
- Self-employment (SA103) and UK property income (SA105) pages
- Employment, savings, dividend and foreign income
- Capital Gains Tax computations and reporting support, including UK residential property disposals subject to the applicable 60-day reporting and payment deadline
- Payments on account and tax liability forecasts
Business & Partnership Tax
- Partnership tax returns (SA800) and partner statements
- Sole trader tax computations and capital allowances
- Rental property income and expense computations
- Basis period reform and tax-year-basis transition calculations, where applicable
Corporation Tax
- Company Tax Returns (CT600) and supporting tax computations
- Capital allowances, including Annual Investment Allowance (AIA) and writing-down allowances
- Research and Development (R&D) tax relief claim support, including CT600L where applicable
- Group relief and associated company reviews
- Loss relief calculations, including losses carried back or forward
Trusts & Estates
- Trust and Estate Tax Returns (SA900)
- Beneficiary statements (R185)
- Income Tax and Capital Gains Tax computations for estate administration periods, where applicable
Employment Taxes
- P11D and P11D(b) reporting support, where applicable
- Class 1A National Insurance contributions calculations
- PAYE Settlement Agreement (PSA) calculations and reporting support
- Preparation for the phased introduction of mandatory payrolling of benefits in kind from April 2027, including applicable transitional arrangements
Making Tax Digital (MTD) for Income Tax
- Quarterly updates for eligible sole traders and landlords
- Year-end tax adjustments and final declaration support
- MTD eligibility and readiness reviews based on qualifying income and applicable exemptions
The UK Tax
Calendar We
Work To
31 January
Online Self Assessment tax return deadline, balancing payment for the previous tax year and first payment on account towards the current tax year, where applicable.
31 July
Second Self Assessment payment on account, where applicable.
9 Months + 1 Day
Corporation Tax payment deadline for most companies. The Company Tax Return (CT600) is usually due 12 months after the end of the accounting period.
Quarterly
Making Tax Digital for Income Tax updates are generally due by 7 August, 7 November, 7 February and 7 May for taxpayers within scope.
How Unison Globus Supports Your Tax Team
With 20+ years of experience, Unison Globus handles tax return preparation and supporting computations, allowing your qualified staff to focus on review, tax planning and client advice.
How We Work with Your Firm
- Dedicated tax preparers assigned to your client portfolio
- Tax returns prepared in your existing software and workflow
- Tax computations supported by clear, review-ready schedules
- White-label delivery, with client communication remaining with your practice
- Additional capacity during the Self Assessment peak season
Our Tax Preparation Process
Collect
Gather the client records, prior-year tax return and relevant information, and confirm the scope of work for each return.
Prepare
Draft the tax return and tax computation in your software, applying the relevant tax treatment, reliefs and allowances based on the information provided and agreed.
Check
Complete internal checks against our review checklist and compare with the prior-year return to identify discrepancies or potential omissions.
Query
Send one consolidated list of queries covering outstanding information and clarification points.
Deliver
Return the draft tax return, computation and supporting schedules for your team’s review, approval and submission.
How Our Delivery Model Works
When you partner with Unison Globus, you get a structured delivery model designed around consistency, accountability and data security, aligned with your firm's tax preparation workflows.
Structured Workflows and Execution
- Defined workflows and checklists for each task
- Standardised processes to support consistency across deliverables
- Work planned around relevant Self Assessment, Corporation Tax and other statutory deadlines
Dedicated Point of Contact
- A designated point of contact for communication and coordination
- Communication aligned with UK working hours (GMT/BST)
- Timely responses to queries and regular progress updates
Regular Check-ins and Reporting
- Daily or weekly updates, depending on your preference
- Return status tracking across your client portfolio
- Scheduled review calls during the January Self Assessment peak, as agreed
Quality Control and Review Layers
- Review checks before work is returned to your firm
- Error tracking and process improvements
- Workpapers and outputs prepared in line with your firm's standards
Data Security and Compliance
- Information security controls supported by our verified certifications
- Secure data-handling processes and access controls appropriate to each engagement
- Confidentiality and data protection practices aligned with applicable UK requirements
Flexible and Scalable Team Support
- Flexible team capacity based on your workload
- Additional support during the December and January Self Assessment peak
- Continuity of delivery as workloads and resource requirements change
Aligned Tools and Working Environment
- Work within your firm's supported tax software and practice management systems
- Follow your templates, workpaper formats, documentation standards and review procedures
Hire Dedicated UK Tax Preparation
Professionals in India
Add dedicated tax preparation capacity to your team, working in your software and following your review standards, with flexibility to match seasonal workloads.
Flexible Hiring Models
Full-Time Tax Preparation Support
Ongoing dedicated capacity
- 8 hours a day, aligned to UK working hours
- Works within your existing workflows and review procedures
- Best suited to a consistent year-round tax workload
Part-Time Tax Preparation Support
Ongoing dedicated capacity
- Flexible hours based on workload
- Suitable for practices needing additional preparation capacity
- Additional support during peak tax periods, subject to availability
Prepaid Block of Hours
Minimum 50 hours · paid upfront · no expiry
- Minimum 50 hours at £18.50 per hour
- Paid upfront, with no expiry
- Use hours as required
Not sure which model fits? Start with a 10-hour free trial.
Book 10-Hour Free TrialWho Our Services Are For
Accountancy practices managing high volumes of Self Assessment tax returns ahead of the January filing deadline
Firms looking to free up experienced staff for advisory and client-facing work
Practices managing a mix of individual and company tax returns
Firms seeking tax preparation support delivered under their own brand
Software Landscape







Trusted by 350+ Firms Globally
We have been outsourcing work to Unison Globus for a number of years now. As a growing Practice with severe peaks in workload, we find Unison Globus is the perfect partner to meet our outsourcing needs. Our relationship with Unison Globus is a true partnership, with excellent communication between our teams and exceptional turnaround times. Our relationship provides excellent value for money and is helping our Practice grow and thrive. We highly recommend Unison Globus as your 'go to' outsourcing partner.
Alan Woods
FounderWoods Squared Limited
I have been working with the Unison team for over 10 years. I am delighted with the quality of work and ongoing support which has underpinned my Practice growth since 2014. As a sole proprietor, I need to outsource work to a reliable supplier to enable me to focus on growth and supporting clients. The Unison Team is truly part of my Practice 'family' and I have no hesitation in recommending them when choosing to outsource work.
Ashwin Patel
Founder and sole directorArthur and Conway Accountants Ltd.
We have been outsourcing work to Unison Globus since 2018. We began working with Unison to help manage backlogs of bookkeeping and accounting work and were delighted with the quality of work and impressive turnaround times which really helped us at a time of exceptional growth. We appreciate the flexibility Unison provides to increase resources as we need them and have used the offshore team to help build capacity as our Practice grows. We are delighted with the continuity of people Unison provides and have got to know the team well. Our relationship provides excellent value for money and supports our forward planning. We highly recommend Unison Globus as an outsourcing partner.
Kim Redwood-Lee
Managing DirectorOscar Fairchild Accountancy and Bookkeeping
We have been outsourcing Payroll, Bookkeeping and year-end accounts preparation work to Unison Globus since 2018. Our business model requires us to work flexibly across a diverse range of clients and, to achieve this, we decided at an early stage to commission services from Unison using a full time accountant option. We are delighted with the quality and timeliness of work produced by the Unison team, and the continuity of service we have secured over the last six years. Unison has supported our Practice through a rapid period of growth and remains central to our future delivery plans. The team at Unison Globus seek to add value in everything they do and we are delighted to recommend them as your outsourcing partner.
Adam Gunnell
DirectorPalmers Business Support Ltd
Explore Our Other Services
As your practice grows, your requirements often go beyond this service. Unison Globus supports UK firms across additional areas to ensure continuity and control.
Self-Assessment Tax Returns
SA100 and SA800 returns prepared accurately and on time.
Company Tax Returns
CT600 preparation with computations and iXBRL accounts.
MTD for Income Tax
Quarterly digital updates and year-end returns.
VAT Services
VAT returns, scheme handling and MTD for VAT submissions.
Year-End Accounts
FRS 102 / FRS 105 statutory accounts with iXBRL filing.
Looking for something specific?
Explore All ServicesFAQs
Free Your Qualified Team for Advisory Work
Whether you need ongoing tax return preparation support or additional capacity during peak filing periods, Unison Globus helps your team manage compliance workloads while keeping time available for client advice, review and business growth.
- Discuss your tax return volumes and workflow requirements
- Choose a support model that fits your practice
- Start with a 10-hour free trial

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