Setting up a Tax Practice

A useful guide

Who is this guide for?

This guide is relevant for all members providing tax services through their own tax practice. It is particularly relevant to members considering starting up in practice but should also provide useful information and tips for those who have been operating in practice for some time.

The main areas covered are:

 

 1. Taking the decision

 2. Initial steps to set up

 3. Preparing a business plan and budgets

 

 4. Legal structure

 5. Taxes registration

 6. Obtaining a TAIN number

 

 7. Anti-Money Laundering

 8. Office premises

 9. IT systems

 

 10. Insurance

11. Branding

 12. Getting clients

13. Tax technical support


It provides guidance on sources of further information and some suggested service providers that ITI have worked with.  However, members are always recommended to carry out their own research into suppliers of services for the solution which best fits their needs and their budget.

Download the full guide or click on the individual links above for your preferred section.

Disclaimer
No responsibility for loss occasioned to any persons acting or refraining from action as a result of any material contained in this helpsheet can be accepted by either the authors or the Irish Taxation Institute.