What we need to know:

Sometimes a lot of work can be avoided if we know changes to your business when they happen or even in advance.

We hope what follows is a useful list of things to tell us:

Financial SYSTEMS and bookkeeping

Systems and bookkeeping are the foundation of all of our work, please do let us know about:

• New Bank Accounts

• New Banking Facilities (Eg PayPal, Wise)

• New Credit Cards

• Xero Integrations (if you connect another application to Xero)

• New Supplier Accounts (for buying on credit)

• New Loans or Finance Agreements

• If you start to Import or Export

• New points of contact for queries

PAYE & CIS

Your Payroll manager will need to know about:

• New Employees

• Employees leaving

• New Employee Benefits

• Statutory Pay or Leave (Maternity, Paternity, Sick Pay etc)

• New CIS Subcontractors

other taxes

Please also tell us if any of the following come up:

• You register for any new taxes: Eg PAYE, VAT, CIS

• You make any changes to existing schemes: Eg changing VAT scheme

• Penalty letters from HMRC

• Payment plans with HMRC (so we can make sure no penalties are incorrectly applied on late payments of taxes)

• New streams of personal income (Eg a new job or investment)

Company secretarial and admin

Here we need to know about:

• Changes to shareholdings

• New and resigning Directors

• Changes of address (whether registered, business or personal)