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 guides to include all HMRC's compliance advice) ours are unique; they combine tax guidance with tax planning.
Company tax compliance checklists and toolkits:
- Company & director details
- Company tax references and details
- Know your client (due diligence) & money laundering checks
- New companies: tax registration checklist
- Tax registration & Companies House registration
- Associated companies
- Compliance review: returns, deadlines & payments
- Tax-efficient extraction of profits
- Directors' loan accounts: toolkit
- Year-end tax planner
Join us on LinkedIn 
