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Your Toolkit for Financial Clarity and Compliance.

We believe an informed client is a confident client. Access the essential tools, compliance forms, and strategic guides you need to manage your personal and business finances with ease.

Access free resources, templates, and guides to simplify your accounting tasks

The Glossary

Understand common accounting terms with our straightforward glossary

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Business Planner

A simple, ready-to-use template for tracking business expense claim & mileage log throughout the year.

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The Calendar

Stay on top of key tax and filing deadlines with our easy-to-use calendar.

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Sole Trader Guide

Learn how to start and manage your business as a sole trader with practical tips and tax advice.

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Limited Company Guide

Discover the benefits and responsibilities of running a limited company, from setup to compliance.

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Sole Trader vs Limited Company

Compare the pros and cons of each structure to choose the best option for your business.

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Bristol Contractor Tax Tips

Essential tax-saving strategies and compliance tips tailored for contractors in Bristol.

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Compliance Guide: Companies House & HMRC Forms

This document provides a comprehensive list of forms for Limited Companies (Companies House) and Sole Traders (HMRC), including brief explanations, filing deadlines, penalties for late filing, and official links.

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Companies House Forms (Limited Companies)

Form Name	Brief Explanation	Deadline / Compliance Note	Penalty for Late Filing
IN01	Register a new company	Must be filed before trading begins	Cannot trade until registered
AD01	Change registered office address	Within 14 days of change	Possible prosecution for non-compliance
AP01	Appointment of a director	Within 14 days of appointment	£200 penalty if not updated
TM01	Termination of a director	Within 14 days of termination	£200 penalty if not updated
CH01	Change of director’s details	Within 14 days of change	£200 penalty if not updated
SH01	Return of allotment of shares	Within 1 month of allotment	£200 penalty if late
PSC01	Notify person with significant control	Within 14 days	£200 penalty if late
CS01	Confirmation statement	Annually within 14 days of review period	£150–£1,500 depending on delay
AA01	Change accounting reference date	Before new accounting period ends	Late accounts penalties apply

Late filing penalties for annual accounts:
- Up to 1 month late: £150
- 1–3 months late: £375
- 3–6 months late: £750
- Over 6 months late: £1,500
(Source: https://www.gov.uk/penalties-for-late-filing)

HMRC Forms (Sole Traders)

Form Name	Brief Explanation	Deadline / Compliance Note	Penalty for Late Filing
CWF1	Register as self-employed	Within 3 months of starting trade	£100 penalty if late registration leads to late tax return
SA100	Self Assessment tax return	31 January after tax year end	£100 fixed penalty + daily penalties after 3 months
SA103	Self-employment pages	Same as SA100 deadline	Same penalties as SA100
VAT1	VAT registration	When turnover exceeds £90,000	Penalty based on % of VAT due
VAT7	Cancel VAT registration	Within 30 days of ceasing VAT liability	Penalty for late notification
64-8	Authorise your agent	Before agent acts	No penalty, but delays in processing
P11D(b)	Class 1A NIC return	6 July after tax year end	£100 per 50 employees per month late

Self Assessment penalties:
- 1 day late: £100
- 3 months late: £10 per day (up to £900)
- 6 months late: 5% of tax due or £300 (whichever is higher)
- 12 months late: Additional 5% or £300
(Source: https://www.gov.uk/self-assessment-tax-returns/penalties)