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.

Please let us know if there is any other content which would be useful for this page, or if you find any errors.  At present this guidance reflects the 2019/20 tax year, and hasn’t been updated for the March 2020 budget, nor fully updated for the major changes with IR35 in the Private Sector  – we hope that all updates will be completed by the end of April 2020.

If you need further assistance, please get in touch. We would love to be your first choice of accountant.

The search button at the top of the screen can help you navigate our content.

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

Working with us – Forms and Administration for Clients

Budgets and Statements

Briefings and Topical Technical Guides

Resources for Personal Service Companies

IR35 for Personal Service Companies

General Topics for Personal Service Companies

Running a Personal Service Company

Tax Rates and Calculations for a Personal Service Company

Expenses for a Personal Service Company

Tax Topics for a Personal Service Company

Record Keeping for a Personal Service Company

Our daughter brand YogaTax specialises in accounting for Yoga Teachers, and has a wealth of help topics on its own website.  We’ve linked these below as they will also be of general interest to many other small businesses, especially sole traders and micro businesses.

Help Topics for Small Businesses

Our daughter business YogaTax specialises in tax and accounting for Yoga Teachers and has a wealth of information on its website.  We’ve reproduced links to this here, as it will be of interest to many small businesses, especially Sole Traders and Micro Businesses – just change “Yoga” for your sector.


Covid 19 / Coronavirus

Setting Up

Paying Taxes


Bookkeeping and Accounting

Vat and Yoga Teachers

Running Your Business

Working With YogaTax