Knowledge

Guides, checklists and resources.

Firm-authored guides, checklists, templates and deadline calendars to help you stay organised through the tax year.

Guides

Understanding VAT Registration Thresholds

Understanding VAT Registration Thresholds

When VAT registration becomes compulsory, how the rolling 12-month test works, and what voluntary registration can mean for your cash flow.

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Making Tax Digital: What It Means For You

Making Tax Digital: What It Means For You

A plain-English briefing on Making Tax Digital for VAT and Income Tax, digital records, and how we help you stay compliant.

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Checklists & Templates

New Business Setup Checklist

New Business Setup Checklist

A practical checklist for launching a UK business: structure, HMRC registrations, record-keeping, and the first 90 days of trading.

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Year-End Bookkeeping Checklist

Year-End Bookkeeping Checklist

What to gather before we close your books — bank recs, invoices, stock, directors’ loans, and year-end adjustments.

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Mileage Log Template

Mileage Log Template

A simple mileage log for claiming approved mileage allowance — date, journey, business purpose, and miles.

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Deadline Calendars

Self-Assessment Deadline Calendar 2026/27

Self-Assessment Deadline Calendar 2026/27

Key Self Assessment dates for the 2026/27 tax year, including paper and online filing, payments on account, and our recommended prep window.

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Corporation Tax Filing Calendar 2026/27

Corporation Tax Filing Calendar 2026/27

A year-round calendar of Companies House accounts, Corporation Tax returns, and payment dates for limited companies.

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Industry Insights

Payroll for Growing Teams

Payroll for Growing Teams

What changes as you hire: PAYE, auto-enrolment, benefits, and the records HMRC expects from a growing employer.

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Any questions? Speak to our team today.