Sole Trader Partnership Packages
|2 Star||3 Star||4 Star||5 Star|
|Ad hoc support & advice during the year (including a face to face)|
|Detailed Accounts for HMRC (P800)|
|Capital Account Computations|
|Basic personal tax return (2 Returns)|
|Online portal electronic doc storage|
|Free online bookkeeping software|
|General correspondence with HMRC|
|Annual personal tax planning review|
|Payroll – Owner|
|Review of quarterly VAT return (from 2 Star 3 Star 4 Star 5 StarXero)|
|Preparation of quarterly VAT return (from Xero)|
|Bookkeeping Services (Up to 4 hrs pm)**|
|Quarterly management review & reports (from Xero)|
|Monthly management review & reports (from Xero)|
|Payment Processing Setup|
|Extended Bookkeeping (Up to 6 hrs pm)**|
|Fee Enquiry Protection (Abbey Tax)|
|Employment Law Advice (Abbey Tax)|
We ask you to :
Compile the receipts, invoices and bank statements in date order. Send us copies Monthly, Quarterly or Annually depending upon service package. You may need to send other information periodically depending on your business.
All VAT, Accounts and Self assessments to be completed and filed within 30 or 90 days of period ends to hold prices.
Send us any letters, forms or documents that you receive from HMRC by return.
- We can provide additional services than those listed above, special rates apply for customers on this plan.
- Clients on an All Inclusive Package receive priority over ad hoc work undertaken by Brookwood.
- Self Assessment Returns with additional Schedules charged at separate prices per schedule.
- Migration of other software/data sheets – fees to be agreed separately.
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