Information & downloads

We are building a library of helpful factsheets to download. If there is a particular subject you would like to see covered please contact us - or give us a call on 01235 768 561

We have a range of information in different formats below. Just click on the format of your choice to download it.

 


Accounts Record Checklist - For non Xero users Accounts Record Checklist - For non Xero users (10 KB)

Accounts Record Checklist - For Xero users Accounts Record Checklist - For Xero users (12 KB)

Agent authorisation form Agent authorisation form (155 KB)

Anti-Money Laundering and Counter-Terrorism Financing Policy Anti-Money Laundering and Counter-Terrorism Financing Policy (1117 KB)

Application for a Certificate of Small Earnings Expection from Class 2 NICS Application for a Certificate of Small Earnings Expection from Class 2 NICS (232 KB)

Complaints Procedure Complaints Procedure (50 KB)

Intermediaries Legislation (IR35) Intermediaries Legislation (IR35) (173 KB)

Registering for Self Assessment and getting a tax return Registering for Self Assessment and getting a tax return (42 KB)

Terms of Engagement Letter Terms of Engagement Letter (781 KB)