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CLIENT SOFTWARE 

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1.    STANDARD TERMS OF BUSINESS

1.01    Standard Terms of Business

1.02    Limitation of Liability

 2.   AUDIT

2.01    Limited company, Community Interest company and Unlimited company

2.02    LLP

2.03    Charitable company audited under the Companies Act 2006

2.04    Small Charitable company audited under the Charities Act 2011

2.05    Unincorporated charity/CIO: accruals accounts

2.06    Unincorporated charity/CIO: receipts and payments accounts

2.07    Academy

2.12    Pension Scheme: earmarked

2.13    Pension Scheme: small scheme

3.    INDEPENDENT EXAMINATION/OTHER ASSURANCE

3.02    Charitable company: independent examination

3.03    Unincorporated charity/CIO: accruals accounts - independent examination

3.04    Unincorporated charity/CIO: receipts and payments accounts - independent examination

3.05    Academy: Internal audit assignment

3.06    Friendly Society: reporting accountant's report

3.07    Co-operative or Community Benefit Society: reporting accountant's report

3.08    Reasonable Assurance Engagement

4.    ACCOUNTANT'S REPORT

4.01    Limited company (suitable for use for Community Interest Company)

4.02    Dormant company

4.03    Limited subsidiary company (suitable for use for Community Interest Company)

4.04    LLP

4.05    Charitable company

4.06    Unincorporated charity/CIO

4.08    Co-operative or Community Benefit Society

4.10    Pension Scheme

4.11    Other entities requiring an accountant's report (eg sole trader, partnership, trust)

 

5.    ACCOUNTING SERVICES

5.01    Production of annual accounts (as part of audit or assurance assignment)

5.02    Cash flows/profit forecasts

5.03    Management accounts

5.04    Bookkeeping services

5.05    Cloud based accounting services

5.06    Provision of client portal service

6.    TAXATION SERVICES

6.01    Corporation tax, including preparation and filing of iXBRL accounts

6.02    Preparation of iXBRL tagged accounts only

6.03    Review of iXBRL accounts tagged accounts only

6.04    Self-assessment (Partnerships and LLPs)

6.05    Benefits-in-kind (P11D) returns

6.06    Subcontractors Construction Industry Scheme (CIS) - client operated for online submission by firm

6.07    Subcontractors Construction Industry Scheme (CIS) - firm operated

6.08    VAT

6.09    Personal tax (individual, sole trader and couples)

6.11    Trust tax

6.12    Direct taxation

6.13    Annual Tax on Enveloped Dwellings (ATED)

6.14    Taxation of Community Amateur Sports Club (CASC)

7.    OTHER SERVICES

7.01    Payroll

7.02    Secretarial services for companies/LLPs

7.03    Secretarial services for charities

7.04    Secretarial services for societies

7.05    Pension scheme - one-off auto enrolment services

8.    SPECIALIST REPORTING REQUIREMENTS

8.03    Solicitors - Reports under the SRA Accounts Rules 2011

8.04    Appointment as Trustee

8.06    Service charge accounts: agreed upon procedures

8.07    Service charge accounts: Section 21 report

8.08    Assisting with management buyout (MBO)

8.09    Forensic Accounting Services

8.10    Assisting with acquisition of company

8.12    Provision of Probate Services by unlicensed firm

9.    DOCTORS ADDITIONAL TERMS

9.01    Doctors Additional Terms    

TERMS AND CONDITIONS OF BUSINESS

Audit
Book Keeping
Business Advisory
Cloud Accounting
Payroll
Start Ups
Tax Returns
Wealth Management

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