Sole Trader Package – Managed Solution
Our monthly package from £100 per month includes:
Online accounting – software and dedicated accountant support
| Sage online accounting software † |  |
| Dedicated accountant support | |
| Automated bank statement feeds | |
| Sales invoicing – personalised templates with your own logo | |
| Up to date financial and management information 24/7 | |
| Scanning receipts and expenses provided by Receipt Bank | |
| Mileage expense claim | |
| Multi currency functionality* |  |
| Reminders | |
| Complete bookkeeping service from your monthly uploads | |
| *provided at additional cost † Other online accounting software is available | |
Accounts preparation – annual, online filing
| Year end accounts | |
| Management accounts* | |
| *provided at additional cost | |
Other
| Accountants references | |
| Secure web-enabled client portal for data and messages | |
| Ongoing accountancy and taxation support | |
| Annual year-end review meeting | |
Payroll – online payslips, monthly RTI submissions to HMRC
| Ongoing monthly payroll * | |
| Online access to payslips * | |
| RTI submissions to HMRC in year and year end * | |
| PAYE scheme registration * | |
| IR35 deemed salary calculation * | |
| End of year employer returns P11D * | |
| *provided at additional cost | |
Business taxation – Income Tax, VAT and Corporation Tax online submissions
| VAT returns filed online with HMRC | |
| VAT registration | |
| VAT Flat Rate Scheme | |
| VAT scheme monitoring | |
| VAT guidance | |
| Business tax computations | |
| CIS returns | |
| VAT payment advise | |
| NIC payment advice | |
| *provided at additional cost | |
Personal taxation – Self Assessment Tax Returns online submissions
| Preparation of self assessment tax return | |
| Advice on tax liabilities arising | |
| Annual review meeting, including one personal tax forecast | |
| VAT scheme monitoring | |
| Topical tips and updates to facilitate tax planning opportunities via our monthly newsletter | |
| Online filing of tax returns with HMRC | |
All fees quoted are exclusive of VAT.