Tax Preparation Outsourcing Services – New

Tax Preparation

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!

    350+ CLIENTS GLOBALLY
    20+ YEARS OF EXPERIENCE
    500+ TALENTED PROFESSIONAL
    65% REFERRAL BUSINESS
    48hrs ONBOARDING PROCESS
    WHAT WE HANDLE

    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 COMPLIANCE CLOCK

    The UK Tax
    Calendar We
    Work To

    01

    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.

    02

    31 July

    Second Self Assessment payment on account, where applicable.

    03

    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.

    04

    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

    1

    Collect

    Gather the client records, prior-year tax return and relevant information, and confirm the scope of work for each return.

    2

    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.

    3

    Check

    Complete internal checks against our review checklist and compare with the prior-year return to identify discrepancies or potential omissions.

    4

    Query

    Send one consolidated list of queries covering outstanding information and clarification points.

    5

    Deliver

    Return the draft tax return, computation and supporting schedules for your team’s review, approval and submission.

    OUR PROCESS

    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
    Hire Full-Time
    Recommended

    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
    Hire Part-Time

    Prepaid Block of Hours

    £18.50/ hour

    Minimum 50 hours · paid upfront · no expiry

    • Minimum 50 hours at £18.50 per hour
    • Paid upfront, with no expiry
    • Use hours as required
    Buy Block of Hours

    Not sure which model fits? Start with a 10-hour free trial.

    Book 10-Hour Free Trial

    Who 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

    TESTIMONIALS

    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

    Founder
    Woods 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 director
    Arthur 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 Director
    Oscar 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

    Director
    Palmers Business Support Ltd

    Looking for something specific?

    Explore All Services

    FAQs

    SA100 Self Assessment, SA800 Partnership Tax Returns, CT600 Company Tax Returns, SA900 Trust and Estate Tax Returns, P11D and P11D(b) forms, and MTD for Income Tax quarterly updates, subject to the agreed scope.
    We prepare returns for your practice’s review and approval. Submission arrangements are agreed with your practice.
    We work in your existing software, including TaxCalc, IRIS, CCH and Capium.
    Yes, including UK residential property disposals, where applicable. Reporting and payment are generally due within 60 days of completion.
    We support R&D tax computations and CT600L preparation, where required. Technical judgements and sign-off remain with your practice.
    We plan capacity ahead of the busy season, agree client-batch delivery schedules and scale resources through December and January.
    Yes. We work behind the scenes in your software, while your practice retains the client relationship.
    We agree on an onboarding timeline once the scope, software access and workflows are confirmed.

    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.

    What You Can Do Next
    • Discuss your tax return volumes and workflow requirements
    • Choose a support model that fits your practice
    • Start with a 10-hour free trial