Delivering MTD IT: The Complete Practice Blueprint

MTD IT working papers and pre-submission checklists ready to use Email templates for clients covering the entire MTD workflow Segment, reprice, and file with clear, proven frameworks Rollout plan for clients and team, including training & SOPs

Self-assessment tax returns - a refresher, confidence boost and practice blueprint

• A1 Finalisation checklist • A2 Points forwards • A3 Submission receipts • A27 Review points • A28 Notes to the manager and queries for client • A100 Client correspondence • DISCLOSURE CHECKLISTS • B1 Planning checklist • B2 Planning notes • B10 Records available • C1 Taxes • C2 - Corporation tax checklist • C3 - Corporation tax losses • D1 DLA - Balance sheet reconciliation • D2 Directors' emoluments • E1 Fixed Asset Register • G1 Stock/WIP - Balance sheet reconciliation • H1 Debtors/Prepayments - Balance sheet reconciliation • H2 Accrued income - Balance sheet reconciliation • I1 Bank - Balance sheet reconciliation • J1 Creditors/Accruals - Balance sheet reconciliation • J2 Deferred income - Balance sheet reconciliation • J3 Hire Purchase - Balance sheet reconciliation • J4 Loans - Balance sheet reconciliation • K1 Commitments - FRS 102 only • L1 Share capital and retained earnings - Balance sheet reconciliation • M Wages and salaries in general • M1 Payroll

VAT Confidence Boost Course

VAT doesn’t feel stressful because it’s complex — it feels stressful because there’s no clear process to trust. The VAT Confidence Boost Course is designed for bookkeepers and accountants who already understand the basics, but want a structured, repeatable way to review and finalise VAT returns with confidence. Inside, you’ll learn how to reconcile your VAT return back to the general ledger, sales ledger and purchase ledger, sense-check VAT coding, and handle common problem areas like reverse charge, partial exemption and missing receipts — without second-guessing yourself. You’ll also get practical working papers, templates and a clear review framework you can use every quarter. This isn’t about learning more rules. It’s about building a process you can rely on — so you can submit VAT returns calmly, clearly, and with confidence.