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.

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