Standards

Service Standards – great service as standard

  • We are Fully Qualified Accountants – Chartered Certified Accountants.
  • Attention to detail and low risk approach.
  • We minimise the chance of any queries from HMRC.
  • We make use of tax relief and claims as they are intended.
  • We do not use unintended loopholes in the law – that can lead to serious tax problems later.
  • We prepare accounts and tax work promptly – within one month of having information.
  • We prepare VAT work within one week of having information.
  • We prepare Payroll within two working days of having information.
  • We will make one set of revisions to accounts and tax work with no extra charge even if new information is provided after your documents are prepared.

Benefits

Benefits of using our services are many and individual to you – you may especially like us because we:

  • Save you time and bother.
  • Help you concentrate on running your business.
  • Look out for any tax opportunities or potential problems.
  • Ask clearly and simply for any information needed.
  • Give proactive tax and business advice.
  • Understand the needs of entrepreneurs.
  • Specialise is supporting sustainable businesses, social enterprises and charities.
  • Explain and report financial and taxation matters in clear and practical terms.
  • Fees often tax deductible so the cost can be less than you think.
  • Fees paid by simple to set up direct debit arrangement using GoCardless.
  • 24-7 Access to secure dashboard giving all dates, deadlines, tax due amounts etc.
  • All documents can be signed electronically using our RightSignature system.
  • Management reports with comparative figures of up to five years with every set of accounts.
  • Clear fees and services proposals.
  • Less chance of HMRC querying returns prepared by qualified accountants.
  • Our fees for most queries from HMRC paid by our Premier Protection insurance (if that service is purchased).

Newsletter

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We will never pass on or sell your details to third parties and you will only receive the emails that you have signed up for.

Downloads

Downloads. From time to time you may need to download a template document.  Here are some of the most commonly requested:

Our bookkeeping spreadsheet is free to use and will suit most simple businesses. If you are not VAT registered and only have one bank account then you can use the simplified version of this spreadsheet.

Bookkeeping Spreadsheet

Bookkeeping Spreadsheet (Simplified)

Dividend Record 2016-17

Dividend Record 2017-18

Mileage Log

Use of Home as Office

When providing us with your monthly payroll information please use the following spreadsheet.

Payroll Template 17-18

CIS Template 17-18

 

Terms and Conditions

Forms

Forms 

Please use the following forms to send us information:

New Joiners

  • Please provide your company details by completing the spreadsheet here and returning this to us.
  • Please provide your personal details by completing the spreadsheet here and returning this to us.

Registrations

  • New Company – For us to form a company please complete the spreadsheet here and return this to us.
  • PAYE Scheme – For us to set up a PAYE scheme please complete the spreadsheet here and return this to us.
  • VAT – For us to register you for VAT please complete the spreadsheet here and return this to us.

Payroll

  • If you have a new employee joining without a P45 please complete the form here.

Personal Tax

  • To submit your information relating to your personal tax return for 2014-15 please click here.

 

To Read

The Factsheets section of our website contains lots of useful information. You might want to start with reading the following:

Pensions Automatic Enrolment (AE) is a Government scheme requiring all employers to set up a pension for all employees. If you are a single person company you are not required to register.

When you receive a letter from The Pensions Regulator it is vital you tell them that you are not required to register. Details of how to do this are here. 

Please forward us the confirmation from The Pension Regulator that states that you are not required to join AE.

If you do not tell The Pension Regulator that you do not need to join AE (as above) and do not set up a pension scheme for all eligible employees by your staging date the Pension Regulator will charge you significant penalties.

If you are not a single person company then please read our factsheet here.

We have seen on increase in the number of penalties issued by HMRC for late payment of PAYE and NI. It is very important to pay your PAYE and NIC on time to HMRC. It has been reported that nationally there have been cases where HMRC have appeared to ignore late payment of PAYE for many months, and then charged penalties retrospectively for all of the late months.

The normal due date is the 19th of the month following the month in which the wages are paid. If you estimate that your total payment will be on average less that £1,500 per month, you can choose to make quarterly rather than monthly payments.

Your cleared payment must reach HMRC’s bank account no later than the 19th of the month following the end of the tax month or quarter to which it relates.

If your monthly Real Time Information (RTI) filing is after the pay date there will be an automatic penalty raised.

To avoid the penalties you will need to give us your payroll information at least three working days prior to your pay date. We submit your RTI for you at the same time we send you your payslips. In the normal course of events that should ensure your RTI has been filed prior to pay dates.

You must also check that the payslips we generate for you show the correct pay date. If the payslips we provide show a pay date of last day of the month but you actually pay salaries on a different date then you must let us know so we can amend your pay dates data.

Incidentally, the main reason HMRC is enforcing this information being filed on time is to enable the government to implement real time adjustments to benefits.

Our clients benefit from a service called CCH Premier Protection.  The scheme will pay us any accountancy costs in respect of HMRC enquiries or investigations into the aspects of your tax affairs that we have prepared.  The costs of HMRC enquiries can be very high and would otherwise be additional to your normal fees.  There are increasing numbers of HMRC enquiries including random selections.  We believe that the CCH Premier Protection gives the very highest level of cover available.

Without us having CCH Premier Protection we end up in a difficult position when HMRC raise queries.  In very simplified terms, you wouldn’t want to pay for us dealing with HMRC querying our work, HMRC won’t pay and we don’t want to work for nothing.  Having this scheme in place solves this.

If you receive notice that HMRC intends to look into any aspect of your financial affairs, the first thing you should do is contact us. We will communicate with HMRC on your behalf and do whatever is necessary to ensure that the outcome is as favourable to you as possible.

As part of the service, you are entitled to use the Business Support Helpline, an invaluable resource to help guide you through the ever-growing maze of legislation affecting businesses today. The Business Support Helpline provides telephone access to consultants who are specialists in employment law, health and safety law and commercial legal issues. Helpline consultants are recruited for their ability to draw on their own extensive experience to provide tailored practical and realistic solutions, using everyday language. They can advise you on many topics, from disciplining an employee to reporting an accident, from landlord and tenancy issues to copyright and patent law.

These can be accessed by calling 0844 5618155 and quoting reference 81693.

Please read through the documentation below. NO ACTION IS NEEDED ON YOUR BEHALF. As long as we are your tax agent, and your tax return is filed on time, you are covered by this scheme.

Premier Protection Key Features

Premier Protection CCH

Premier Protection Scheme

Please see our Factsheet here explaining the importance of paying dividends correctly.  This must be acted on to help minimise the risk of HMRC reclassifying dividends as earnings.

You can use the spreadsheet here to record your dividends and create your dividends vouchers when voting dividends.

From the 6 April 2016 the new dividend tax will come into effect. Our Factsheet here explains the impact of this.

We cannot know with absolute certainty whether this applies to you.

There are new requirements to report to HMRC any workers supplied to clients where PAYE has not been operated. There is not necessarily any problem. HMRC list legitimate reasons for why PAYE has not been applied. The requirement is to disclose the workers and let HMRC why PAYE has not been applied.

This will apply to you if you supply any worker (other than yourself) to any client and the worker is not paid by you through PAYE. This includes workers that are operating through their own limited company.

If you are a one-person limited company that only supplies clients with your own services, then this does not apply to you.

Also if you are providing a complete service to a client (rather than “providing a worker’s services to a client”) then this will not apply to that situation.

Next Steps: For more information, and if you do supply any workers to clients that are not paid through PAYE by you (for any reason), the next step will be to review the details here.

The quarters end 5 January, 5 April, 5 July and 5 October and must be submitted by 5th of the following month, using HMRC online services.

Please see our Factsheet here explaining the importance of paying dividends correctly.  This must be acted on to help minimise the risk of HMRC reclassifying dividends as earnings.

You can use the spreadsheet here to record your dividends and create your dividends vouchers when voting dividends.

From the 6 April 2016 the new dividend tax will come into effect. Our Factsheet here explains the impact of this.

You should register for HMRC Online Services and register for all the different taxes that apply to you. This allows you to review your various tax positions online at any time. To do this by following the link here.

Reviews

Customer Reviews

To see what our clients have to say about us please click here.

 

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