If you’re looking for an easy way to transition from spreadsheets to software, VT may be the answer. VT Cash Book is a brilliant free option for people who keep cash basis accounts and still complete a Self Assessment Tax Return. You can also use the software to keep track of your personal finances. The…
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My heart dropped as I read the letter. I’d just come back from an amazing family holiday in Croatia. The envelope had been on the doormat when I got back. “We’re really sorry … blah, blah … difficult economic circumstances … blah…” Why me? I just couldn’t comprehend it. I’d worked my socks off at…
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From September 2026, HMRC are going to start auto-enrolling anyone who they believe should be in the new Making Tax Digital tax system who hasn’t signed up voluntarily. The disadvantage of HMRC signing you up is that you lose the opportunity to check the business and rental property details that HMRC hold about you. There…
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“I don’t understand what my software has done but I’m sure the figures are wrong” – a statement I have encountered more than once over the last couple of months. With the first Making Tax Digital filing deadline only 10 days away now, it’s crucial that you feel able to trust the software or app…
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𝗗𝗼𝗲𝘀 𝘆𝗼𝘂𝗿 𝗯𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 𝘀𝘆𝘀𝘁𝗲𝗺 𝗼𝗿 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗺𝗮𝗸𝗲 𝘆𝗼𝘂 𝗳𝗲𝗲𝗹 𝗹𝗶𝗸𝗲 𝘆𝗼𝘂’𝗿𝗲 𝘀𝘁𝘂𝗰𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗺𝘂𝗱? Have you been ploughing on with the same old package or spreadsheet for years? Or have you recently subscribed to a new software package that just doesn’t seem to be working for you? Using software that doesn’t suit you or…
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Today I sent in my first successful quarterly update using Pandle. I had to sign up for Making Tax Digital with HMRC first. To set Pandle up for MTD for Income Tax, first you need to go to Company Settings / Integrations and enter your National Insurance Number. Whilst in that screen, click on the…
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I’ve just sent in my first successful quarterly update with VT Transaction+ . I had to sign up for Making Tax Digital with HMRC first. The first time you use VT Transaction+ for MTD, there is some basic setup to do. All MTD settings can be accessed by clicking the “MTD” option on the top…
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Is your accountant scary?! I’ve had several surprising conversations with people lately, saying how they – or people they know – dread going to see their accountant because they feel intimidated or think they’re going to be told off for the way they keep their records! What’s your experience? The Johari Window (kevan . org)…
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Earlier this month I met with a lady who has kindly agreed to be a bookkeeping case study for me. We discussed the nature of her business, how she currently keeps her receipts and records, and any other software she uses in running her business. We started by looking at what she’s doing currently: keeping…
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My aim is to make your transition from Self Assessment to Making Tax Digital as smooth and painless as possible. Minimum cost. Minimum upheaval. If you’re happy using spreadsheets, and your spreadsheets contain the information HMRC needs, you don’t need to use bookkeeping software to comply with Making Tax Digital. All you need is bridging…
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