Services for Sole Traders
DISCLAIMER
Please note that I am not an accountant, tax agent, financial advisor or formally trained book keeper. All you see here is based on my own book keeping approach developed over 40 years as a Sole Trader and my experience working for a family business in my younger years and as an award-winning Business Advisor and mentor for start ups and small businesses.
REGISTERING WITH HMRC & SELF ASSESSMENT RETURNS
For Sole Traders starting out in business or earning up to £20K (gross) a year who want an alternative to accountants and high street tax agents who often charge high costs for monthly accounts and who may require that you go digital when you don't need to.
HMRC Registration & Online Tax Returns
Helping you register as a Sole Trader and complete your Self Assessment tax returns online:
- Arrange an initial call and meeting via Zoom
- Assemble paperwork and ID information
- Set up your online account, upload ID and secure account details (shared screens)
- Set up secure access to your account by sharing a code sent to you by text from HMRC
- Work with you as a friend not an agent to eliminate agency fees and put you in control
- Agree a plan to submit your tax returns early and claim money owed from the previous year
Sue has been looking after my accounts since 2014 after taking over from a high street agency who charged a high price for my first annual return. Sue set up my monthly accounts and claimed back all the tax I had overpaid. Every month I am kept up to date and each year my tax return is filed early so that I receive my CIS refunds from the previous year as soon as it is available.
Mark Johnson, Electrical Contractor, Devon
BOOK KEEPING & MONTHLY CASH ACCOUNTING
For Sole Traders starting out in business or earning up to £20K (gross) a year who want to have their accounts managed for them using a simple system or who want to learn how to use their own non-digital system with my full support and help with completing returns
Book Keeping, CIS & Monthly Cash Accounts
Providing you with non-digital monthly cash accounts and help to complete your annual tax returns:
- Initial call to talk about your business and your accounting and support requirements
- Arrange a Zoom call to go through particulars and agree on a plan
- Organise statements and receipts to be sent by Royal Mail (tracked and signed for)
- Arrange a Zoom to set up your online HMRC account for annual returns - or paper returns
- Arrange completion date and a Zoom call for a final check and to complete your return online
Sue has been helping me to complete my monthly accounts, tax returns and monthly claims for Universal Credits since 2016. I am a self-employed gardener with no access to a computer and wouldn't have the freedom to work for myself without Sue's support and having someone to deal with things on my behalf.
T A Knight, Landscape Gardener, Devon
CLAIMING UNIVERSAL CREDITS, CIS REFUNDS & TAX REBATES
For Sole Traders starting out in business or earning up to £20K (gross) a year who need support and help to claim for Universal Credits, Construction Industry Sceme (CIS) annual rebates and/or any overpaid tax that may be owing to you from HMRC
Claiming Universal Credits, CIS & Tax Refunds
Helping you claim support, prepare for an interview at your local job centre and set up a system for monthly claims:
- Initial call to talk about your business and status for support, CIS Refunds and/or Tax Rebates
- Arrange a Zoom to go through required paperwork and ID for HMRC registration
- Set up your monthly accounting system and agree on a plan to complete work required
- Set up secure access to your online account by sharing a code sent to you from HMRC
- Help you to deal with queries with guidance on keeping records and liaising with the system
