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- Coronavirus Resources
- Joining Us
- Working With Us
- Terms of Business and Policies
- Year Ends and Tax Submissions
- Companies and Companies House Administration
- Budgets and Financial Statements
- Tax Briefings
- Technical & Business Briefings
- Personal Service Companies
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
- Fees and Services
- Registering with Whitefield as a Client
- Basis of Quotation – how we quote for our fees and the services we normally include
- Identification Requirements – for new clients joining us we have to obtain these by law
- Terms of Business – the detailed terms of engagement with our clients, including Plain English summary and change log
- FreeAgent Software – start to get ready for Making Tax Digital
- Approve your Annual Accounts or Self Assessment Online – this lets you approve your Annual Accounts or Self Assessment online, and authorises submissions to HMRC and Companies House
- Moving Home or Changing your Address or Contact Details? – who to tell and you can tell us online (and that includes changes of telephone number and email as well)
- Professional Fee Protection Scheme
- Pay your Accounting Fees by Card
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
- Your Business Year End and Getting it to Us
- Self Assessment Questionnaire – we need this by end of September each year to process your Self Assessment return (also known as Self Assessment Data Request or SADR)
- P11D Questionnaire – we need this by the end of May each each year.
- Approve your Annual Accounts Online – this lets you approve your annual accounts online, and authorises us to submit your CT600 for you
Companies and Companies House Administration
- Limited Liability
- Setting Up a Limited Company
- Dividend Administration
- Limited Company Terminology
- Limited Company Taxation
- Companies House Confirmation Statement
- Ask Whitefield to Complete Your Confirmation Statement for You
- Maintaining a Register of People with Significant Control
- Send us your Register of People with Significant Control – for Year End Accounts
Budgets and Financial Statements
- Summer 2015
- Autumn 2015
- Spring 2016
- Autumn 2016
- Spring 2017
- Autumn 2017
- Spring 2018
- Autumn 2018
- Spring 2019
- Spring 2020
- July 2020 Coronavirus Mini Budget
- Spring 2021
- Autumn 2021 – Budget and Spending Review
- Spring Statement 2022
- Growth Plan 2022 (Mini Budget September 2022)
- Autumn Statement 2022
- Spring Budget 2023
- Autumn Statement 2023
- 2023 Corporation Tax Rate Rise
- Making Tax Digital
- IR35
- Dividend Administration
- Construction Industry Tax Deduction Scheme
- Employment Status for Tax
- EIS, SEIS, VCT and SITR
- PAYE Real Time Information (RTI)
- High Income Child Benefit Charge
- Transferable Personal Allowances – 2015/16 onwards
- Tax on Savings and Dividends – 2016/17 onwards
- Universal Credit & Tax Credits
- R&D Tax Credits
- Employment Allowance 2014/15 onwards
- Working From Home / Home As Office Expenses
- Trading and Property Allowance – exemption for businesses or landlords with less than £1,000 of turnover
- Self Employed Travel Expenses – guidance around eligibility of expenses for deduction
- Tax and Child Care
- Car Costs
- Small Business Expenses for Tax
- VAT De-Registration
- Voluntary NI & Protecting State Pension and Benefits
Technical & Business Briefings
- FreeAgent Software – start to get ready for Making Tax Digital
- Auto Enrolment and Workplace Pension Reform
- Small Business Record Keeping
- Company Formations and Business Set Up
- National Minimum Wage/National Living Wage
- Tax and Accounting for Yoga Teachers
- Running a Social Enterprise or Charity
- Employers Liability Insurance
- Legal Obligations for your Business
- Business Terms and Late Payment
- Index to our PSC Guidance
- Whitefield PSC services
- PSC Basics – including set up and closure
- IR35 & Related Issues
- Tax and VAT for a PSC – including Corporation Tax, Income Tax, NI, PAYE and VAT
- Expenses for a PSC
- Accounting for a PSC – including bookkeeping, invoicing, receipts, dividend administration
- Practical Issues for a PSC – some of the questions and issues our clients raise regularly
- Whitefield PSC Spreadsheet