These company tax compliance checklists and tax planning toolkits are designed for tax advisers and accountants. We have also created Toolkits for the self-employed.
Work through the full pack to ensure that you are giving your clients up-to-date and comprehensive tax planning advice, as well as checking that they are complying with tax law.
Do not confuse our toolkits with HMRC's tax toolkits: although we both cover tax compliance (and we have written our to include all HMRC's compliance advice) these ones are unique; they include tax planning tips and advice.
Company tax compliance checklists and toolkits:
- Company & director details
- Share capital & shareholder details
- Know your client (due diligence) & money laundering checks
- Letter of engagement & fee quotes
- Tax registration & Companies House registration
- Associated companies
- Compliance review: returns, deadlines & payments
- New client company and director tax review
- Nine month corporation tax review
- Tax-efficient extraction of profits & remuneration checklist
- Year-end tax review & planner
- Capital allowances toolkit: plant
- Capital allowances toolkit: fixtures
- Capital allowances toolkit: vehicles
These checklists and toolkits will soon be available in Word/PDF format and branded with your logo.
Update: if a link is not working it is because we are just loading up these checklists and they have taken longer than we thought to test. Estimate time to completion 31/03/10
