Providing information

Q1 – What information do I need to provide for my personal tax return

We provide a convenient checklist for you to download Click here

Q2 – What information do I need to provide for my business accounts

We provide a convenient checklist for you to download Click here

Q3 – I want to provide information to sign me up as a client or register for new taxes/services

We provide an online engagement form that is subject to approval once information has been provided Click here

To Request to register my business for VAT (existing clients only) Click here

To Request to register a new limited company (existing clients only) Click here

Q4 – How do I provide the details to collect my payments by direct debit

We provide a convenient online direct debit form, just complete the details and your mandate is set up, Click here

Q5 – I want to provide you information about a new employee/subcontractor

To provide us with information for any new employees for your payroll please Click here

To provide us with information for any new subcontractor including to verify them for your payroll please Click here

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Paying HMRC

Q6 – How do I pay HMRC by debit or credit card

Follow the link to go to HMRCs online card payment, select the tax and enter the required information Click here

Q7 – How do I pay my Corporation tax to HMRC by BACS

Get your payment to the right place by following these HMRC instructions Click here

Q8 – How do I pay my PAYE tax to HMRC by BACS

Get your payment to the right place by following these HMRC instructions Click here

Q9 – How do I pay my VAT tax to HMRC by BACS

Get your payment to the right place by following these HMRC instructions Click here

Q10 – How do I pay my Self Assessment tax to HMRC by BACS

Get your payment to the right place by following these HMRC instructions Click here

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Data & Tools

Q11 – What are the current tax rates and allowances

HMRCs website is continually updated with the latest allowances and rates for all taxes Click here

Q12 – How do I make a Data Protection Subject Access Request

To complete your Data Protection Subject Access Request Click Here

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Documents & Templates

Q13 – How do I complete a Statement of Assets and Liabilities

You can download the form and then email it to us Click Here

Q14 – Do you have a spreadsheet for recording business mileage

You can download a sample spreadsheet just Click Here

Q15 – Do you have a template for a simple sales invoice

You can download a sample simple invoice just Click Here

Q16 – I need to declare an interim dividend payment

Complete the form here that will be a board memo and dividend voucher for your dividend declaration Click Here