Bring the tax question, not the entire filing cabinet.

A short summary is more useful than an unexplained document bundle.

State the tax year, your broad income sources and the specific point you want checked. For example, you may have changed jobs and want to understand a new code, started receiving income outside PAYE, or want a second review of figures before a return is finalised.

Do not include HMRC sign-in credentials. If documents are needed, the relevant records can be identified after the scope of the question is understood.