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.

If you need further assistance, Please Get in Touch. We would love to be your first choice of Accountant.

If you are not a client of ours and would like on off advice on a particular issue, without ongoing commitment, please make use of our Ask an Accountant Service.

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These guides are not yet updated for changes for the 2024/25 tax year, or changes from the March 2024 Budget.  We aim to complete these updates by end of March 2024.

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