Help and Guidance

These guides are are provided on a free use basis for businesses and professionals. They are copyright Whitefield Tax Limited and provided without liability for personal use only, please credit us if redistributing them.

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Our daughter business YogaTax has a lot of guidance topics on its Separate Website – many of these will be relevant to sole traders and small businesses in all sectors


Joining Us


Working With Us


Terms of Business and Policies

  • Terms of Business – the detailed terms of engagement with our clients, including Plain English summary and change log
  • Basis of Quotation – how we quote for our fees and the services we normally include
  • PSC Service Specification – for our PSC clients, the specification for our PSC service overlays our full Terms of Business above
  • Fee Indexation – an index linked change to your fees from the third year we act for you onward.
  • Fee Policy – a guide to how we set client fees, and the circumstances in which we may charge additional fees or change fee agreements with clients
  • Making Tax Digital for Income Tax – a Position Statement on Prospective Fee and Service Changes for Making Tax Digital for Income Tax
  • FreeAgent and Cloud Accounting Support – a guide to how and when we charge for support with software
  • Deadline Policy – our policy around managing worksflows for statutory deadlines and the respective duties and obligations of ourselves and clients


Year Ends and Tax Submissions


Companies and Companies House Administration


Budgets and Financial Statements

For earlier Budgets and Financial Statements visit our dedicated sub page


Tax Briefings


Technical & Business Briefings


Personal Service Companies