Pro formas
Applicable to both Limited Companies and Sole Traders:
New client questionnaire {mediashop 129}
I List {mediashop 29}
Client summary {mediashop 13}
Engagement letter {mediashop 24}
Compliments slip & email message for the engagement letter {mediashop 93}
Engagement letter – single piece of work {mediashop 303}
EU service directive – insurer paragraph {mediashop 304}
Handover letter to previous accountants {mediashop 26}
Quick checklist – Information for self assessment tax returns {mediashop 152}
Sending draft year end figures to clients {mediashop 72}
Sending final submitted year end figures to clients {mediashop 74}
Invoice for clients {mediashop 35}
Income and expense spread sheet for clients – very simple {mediashop 30}
Income and expense spread sheet for clients – more detailed {mediashop 31}
Business plan {mediashop 8}
Defences against HMRC penalties {mediashop 147}
Letter to HMRC that no more income tax returns are required {mediashop 292}
Letter to HMRC requesting a PAYE refund {mediashop 389}
VAT Flat Rate Scheme – change effective 1 April 2017 – mainly Consultants {mediashop 171}
VAT MTD email to clients – April 2019 onwards {mediashop 223}
Resignation letter {mediashop 385}
