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 you the information you need to sign me up as a client

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

 Q3 a) – I want to sign up to your submission only Making VAT Digital Service

We provide an easy way to comply with Making VAT Digital by taking your VAT spreadsheet and submitting it for you – Click here to provide details

Q4 – I want to provide the information you need 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

If you need to provide us with information for any new employees for your payroll please Click here

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

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 download your Smartphone App

For more information on our Smartphone App including how to download Click Here

Q13 – How does the client login area, docSafe, work or what do I do if I am having trouble with docSafe

For more information on our client login and document area Click Here

Q14 – How do I make requests in line with data protection legislation and find out more about my data

To complete your Data Protection Subject Access Request Click Here

Documents & Templates

Q15 – I need to complete a Statement of Assets and Liabilities, where can I get this form

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

Q16 – Do you have a spreadsheet for recording business mileage

You can download a sample spreadsheet just Click Here

Q17 – Do you have a template for a simple sales invoice

You can download a sample simple invoice just Click Here

Q18 – I would like Paul Austen Associates to prepare my/our Will, what is the first step

The first step is to download and complete our Will questionnaire and send this to us Click Here

Q19 – 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