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Practice-area template
Tax
HMRC disputes, inheritance tax, VAT and CGT.
Typically starts with: An HMRC dispute, inheritance tax, property tax, VAT or CGT issue.
The matter, end to end
A workflow built for tax.
01
Intake
02
Document review
03
Advice
04
HMRC correspondence
05
Settlement / appeal
06
Close
Information & documents
- •HMRC letters
- •Tax years
- •Figures
- •Property / company details
How it ends
- ✓Advice delivered
- ✓HMRC matter resolved
- ✓Appeal completed
What we watch for
- !Deadline missed
- !Missing financial records
- !Wrong tax year
This is a starting point, not a straitjacket.
The Tax template gives your firm sensible defaults from day one — then you tailor the intake questions, checklist, tasks and statuses to match exactly how your team runs the work.
Related practice areas
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