Help to get your tax returns in order


Tax is a complicated and time-consuming area, but one you need to get right. That’s why we’re working together with the tax professionals at EY, to offer you access to their EY TaxChat™ service for tax return support. They will complete your tax return and help you pay the right amount of tax.
 

What is EY TaxChat™?

EY TaxChat™ is an online service that connects you with EY professionals to help make filing tax returns simple, fast and reliable – with no appointments, paper documents or complicated tax software.

What are the benefits of EY TaxChat™?

Peace of mind: Ensure you’re filing your returns correctly.

Support: It’s easy to get in touch with EY in the app or online if you need any help.

Convenience: Accessible anytime, anywhere, through the EY TaxChat™ app or online. Share your information by taking a photo, uploading documents, or entering it directly – the choice is yours.

Insight: Connect with a dedicated EY tax professional and gain a better understanding of tax – within a secure platform.

Versatility: Life changes and events often mean changes to your tax affairs. EY can help you be tax efficient and compliant as things change.

Experience: With more than 20 years’ experience in tax preparation for thousands of clients, EY provides a quality tax compliance service to meet your needs.

How much does it cost?

The price of the EY TaxChat™ service is variable depending on the type and complexity of the service you need. As a Lloyds Bank customer, you can take advantage of a discounted rate, starting from £325 (exclusive of tax) for the simple tax return service. When registering for the service, enter the referral code LLOYDSBANK for your discounted rate to be applied. Your personalised price quotation will include the saving.

How does it work?

For professional tax return preparation on demand, you just need to follow these simple steps.

  • Step 1: Go to the EY TaxChat™ website and register for the EY TaxChat™ service, enter the referral code: LLOYDSBANK to have the discount applied, then answer a few straightforward questions to receive a free personalised no-obligation quote in minutes.
  • Step 2: Take a photo, upload your documents or enter your information.
  • Step 3: EY will prepare and submit your return to HMRC on your behalf.

EY TaxChat™ has specific terms and conditions, which are available when you register for the EY TaxChat™ service.
 

EY TaxChat™ service

 

Important legal information

Tax treatment depends on individual circumstances and tax rules, both of which are subject to change.

EY has a financial arrangement with Lloyds Bank plc and pays a variable proportion of their fees to Lloyds Bank plc for the administrative work needed. The amount paid to Lloyds Bank plc will not go above 10% of the total fee. Any advice EY gives will be independent. 

This webpage contains information in summary form and is therefore intended for general guidance only. It is not intended to be a substitute for detailed research or the exercise of professional judgment. Member firms of the global EY organization cannot accept responsibility for loss to any person relying on the content on this webpage.

TaxChat is a registered trademark of EY.

Lloyds Bank plc. registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales, no. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.

This information is correct as of May 2023.