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FAQ

Here are answers to some of our most commonly asked questions. If you still can't find what you are looking for please get in touch.

Providing Information

Q1What information do I need to provide for my personal tax return

We provide a convenient checklist for you to download which outlines all the information needed for your personal tax return including income details, expenses, and relevant documentation. Download personal tax return checklist (PDF)

Q2What information do I need to provide for my business accounts

We provide a convenient checklist for you to download which details all business information required including financial records, receipts, bank statements, and other business documentation. Download business accounts checklist (PDF)

Q3I want to provide information to sign me up as a client or register for new taxes/services

Q4How do I provide the details to collect my payments by direct debit

We provide a convenient online direct debit form where you can complete the details and your mandate will be set up automatically. Set up direct debit mandate online

Q5I want to provide you information about a new employee/subcontractor

Use our online forms to provide information for new team members:

Paying HMRC

Q6How do I pay HMRC by debit or credit card

You can pay HMRC online using their secure card payment service. Simply select your tax type and enter the required information. Pay HMRC online with debit or credit card

Q7How do I pay my Corporation tax to HMRC by BACS

Ensure your Corporation tax payment reaches the right place by following HMRC's specific BACS payment instructions. View HMRC Corporation tax BACS payment guide

Q8How do I pay my PAYE tax to HMRC by BACS

Get your PAYE payment to the right place by following HMRC's detailed BACS payment instructions. View HMRC PAYE BACS payment guide

Q9How do I pay my VAT tax to HMRC by BACS

Ensure your VAT payment reaches the right place by following HMRC's specific BACS payment instructions. View HMRC VAT BACS payment guide

Q10How do I pay my Self Assessment tax to HMRC by BACS

Get your Self Assessment payment to the right place by following HMRC's detailed BACS payment instructions. View HMRC Self Assessment BACS payment guide

Data & Tools

Q11What are the current tax rates and allowances

HMRC's website is continually updated with the latest allowances and rates for all taxes. View current HMRC tax rates and allowances

Q12How do I make a Data Protection Subject Access Request

You can request access to any personal data we hold about you using our online form. Submit Data Protection Subject Access Request

Documents & Templates

Q13How do I complete a Statement of Assets and Liabilities

You can download our template form, complete it, and then email it back to us. Download Statement of Assets and Liabilities template (Excel)

Q14Do you have a spreadsheet for recording business mileage

Yes, we provide a sample spreadsheet template that you can download and customize for your business mileage tracking. Download business mileage tracking spreadsheet (Excel)

Q15Do you have a template for a simple sales invoice

Yes, we provide a simple invoice template that you can download and customize for your business needs. Download simple sales invoice template (Word document)

Q16I need to declare an interim dividend payment

Complete our online form to generate a board memo and dividend voucher for your dividend declaration. Complete dividend declaration form online

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