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- 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 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
- Terms of Business
- Identification Requirements – for new clients joining us – we have to obtain these by law
- Professional Fee Protection Scheme – details or join and pay online
- P11D Questionnaire – we need this by the end of May each each year.
- Your Business Year End and Getting it to Us
- Companies House Confirmation Statement (replaces the Annual Return) – you can ask us to do your return for you and pay via credit card
- Moving Home or Changing your Address? – who to tell and you can tell us online (and that includes changes of telephone number and email as well)
- Self Assessment Questionnaire Form (SADR) – we need this by end of September each year to process your Self Assessment return – this link takes you to an online form to submit the data to us.
- Approve your Annual Accounts Online – this lets you approve your annual accounts online, and authorises us to submit your CT600 for you
- FreeAgent Software – start to get ready for Making Tax Digital
Budgets and Statements
Briefings and Topical Technical Guides
- Making Tax Digital
- IR35
- Construction Industry Scheme
- Employment Status
- Small Business Record Keeping
- PAYE Real Time Information (RTI)
- Auto Enrolment and Workplace Pension Reform
- High Income Child Benefit Charge
- Company Formations and Business Set Up
- EIS and SEIS
- Transferable Personal Allowances – 2015/16 onwards
- Tax on Savings and Dividends – 2016/17 onwards
- Tax Credits
- R&D Tax Credits
- National Minimum Wage/National Living Wage
- Employment Allowance 2014/15 onwards
- Working from Home
- Tax and Accounting for Yoga Teachers
- £1,000 Trading and Property Allowance
- Running a Social Enterprise or Charity
Resources for Personal Service Companies
- Whitefield and PSCs – an introduction to us and you
- Charges and Services
- Joining us – Company Formation and Transferring an Existing Company
- Getting Started with your Company
- IR35
- Choosing an Accountant
- Terms of Business
- Accounting and Transaction Recording Spreadsheet
- Professional Fee Protection
IR35 for Personal Service Companies
- IR35 resources on our site
- IR35 basic principles
- IR35 business entity tests (reference only)
- IR35 cash basis or accruals
- IR35 contract reviews
- IR35 dividend strategy
- IR35 getting the contract right
- IR35 Intermediary Reporting Rules
- IR35 public sector contracting
- IR35 status checklist
General Topics for Personal Service Companies
- An introduction to PSCs
- Choice of Structure for a Contractor
- Forming a company
- Getting Started with your Company
- Managed Service Companies, Umbrellas and Composites
- Our services for PSCs and registration with us
- Whitefields PSC Service Specification
Running a Personal Service Company
- Accountants References – Lending/Renting/Verification
- Closing down or suspending a company
- Companies House Web Filing and Confirmation Statements (formerly Annual Returns)
- Developing and Expanding your Business
- Directors current account
- Dividend Administration
- Employers Liability Insurance
- Employing someone to assist you, including a spouse
- Insurance for your business (PI, PL etc)
- Investing through your company
- Invoicing
- Late Payment and Invoice Terms
- Legal Obligations for your Company
- Loans between a Company and its Directors / Shareholders
- Penalties and avoiding them
- Pension or insurance provision
- Running another business or hobby though your company
- Understanding Business Turnover
- Understanding the annual accounts
- What accounts and returns need to be filed
- What to do if you are not paid
- Working from home
- Workplace Pension Reform and Auto Enrolment
- Working abroad with your own company
Tax Rates and Calculations for a Personal Service Company
- How the company and contractor are taxed
- Tax liability example for a contractor/PSC
- Tax Calculator
- Tax rates and allowances
- Tax rates and take home percentages at differing income levels
- Comparison to permanent rates
Expenses for a Personal Service Company
- Expense claims & allowances
- 24 month rule
- Benchmark rates for expenses
- Expenditure on Meals
- Vehicle Costs
Tax Topics for a Personal Service Company
- Employment Allowance
- Income Shifting
- R&D Tax Credits
- Real Time Information
- Salaries and Dividends – How does it all work in practice?
- Self assessment
- Tax and childcare
- Tax Calculator
- VAT basics
Record Keeping for a Personal Service Company
