Can't find the forms/letters section I too was looking for something like this and was just about to shell out for the Forms, Letters & Tools 2009 offered by the 2020 group.
I’ve just had a browse around the helpaccountants.co.uk site and although it looks good I can’t find any evidence of a standard letters and forms section. Can anyone confirm that the site does indeed provide them.
Thanks Robert Actually Robert that does help a lot. The company makes sales and purchases in both the UK and France. I’m guessing we probably gave HMRC the wrong mix of invoices when asked for evidence of trading.
Rexel CB206 comb binding machine I use a Rexel CB206 comb binding machine. Accounts are bound with a leatherboard/leathergrain back cover and a transparent front cover.
I got the machine from Staples a couple of years ago for about £60.00 but you should be able to find a decent deal online.
Dearest Ebeneezer I’ve since been advised that the last para of ESC A11 specifically disqualifies excluded income from the split year treatment in the year of departure.
Thanks for pointing me to the help sheet though (even though the words “help sheet” are a total misnomer).
I feel your pain... That is exactly the reason why I PDF the accounts over to the client, tell them to sign them and just stick them in the post to Companies House - online filing just takes too long.
The only time I ever use it is if I’m right up against the filing deadline and only if the client has faxed/e-mailed me back a signed copy of the accounts that I’m about to file.
Dearest Ebeneezer My understanding is that an individual is liable to UK income tax on investment income arising in the UK whether he is resident or not.
Isn’t the wording open to interpretation? Thanks for your reply Peter but is that really the assurance that was given? The wording in the concession is that
- “the shareholders will pay ANY Capital Gains Tax liability...” (my capitalisation)
rather than
- “the shareholders will pay Capital Gains Tax...”
If the share holder is now non resident such that there is no capital gains tax liability then can it not be said that he has fulfilled his obligations?
In any event most of the gain was wiped out by the annual exemption so any tax due will not be crippling but seeing as I’m supposed to be minimising his tax liabilities I thought it worth asking the question.
It’s correct that box 3 is showing zero as there are no trading and professional profits. The loss doesn’t go in box 30 as that’s concerned with loss relief claims. The loss should show up in box 122 on page 3 of the return. The amount there should agree with the loss that’s calculated in the “fanned pages” behind box 3.
An apology wasn’t necessary but it’s appreciated. Thank you.
I received the guidance from Companies House this morning. It makes it clear that a confidentiality order will protect his details in the future but it will not change historic records.
I was thinking of advising him as follows:
1. Get the application in for the confidentiality order straight away. 2. Contact the forums that have published his details and if necessary threaten them with legal action if they don’t delete those posts disclosing his personal details. 3. If the threats continue then seriously consider moving.
I just hoped that there might be somebody out there who had a client who, in retrospect, should have kept their details off Companies House and what they did about it.
My answers
Can't find the forms/letters section
I too was looking for something like this and was just about to shell out for the Forms, Letters & Tools 2009 offered by the 2020 group.
I’ve just had a browse around the helpaccountants.co.uk site and although it looks good I can’t find any evidence of a standard letters and forms section. Can anyone confirm that the site does indeed provide them.
Thanks
Thanks Robert
Actually Robert that does help a lot. The company makes sales and purchases in both the UK and France. I’m guessing we probably gave HMRC the wrong mix of invoices when asked for evidence of trading.
Time to write a letter methinks.
Thanks
Rexel CB206 comb binding machine
I use a Rexel CB206 comb binding machine. Accounts are bound with a leatherboard/leathergrain back cover and a transparent front cover.
I got the machine from Staples a couple of years ago for about £60.00 but you should be able to find a decent deal online.
Regards
Juliet
Dearest Ebeneezer
I’ve since been advised that the last para of ESC A11 specifically disqualifies excluded income from the split year treatment in the year of departure.
Thanks for pointing me to the help sheet though (even though the words “help sheet” are a total misnomer).
Regards
Juliet
I feel your pain...
That is exactly the reason why I PDF the accounts over to the client, tell them to sign them and just stick them in the post to Companies House - online filing just takes too long.
The only time I ever use it is if I’m right up against the filing deadline and only if the client has faxed/e-mailed me back a signed copy of the accounts that I’m about to file.
I feel your pain.
Regards
Juliet
Dearest Ebeneezer
My understanding is that an individual is liable to UK income tax on investment income arising in the UK whether he is resident or not.
Happy to be corrected if this is not the case.
Regards
Juliet
Well spotted that man!
I was mistakenly thinking of ESC A11 which is only relevant for income tax. Oh well, it was worth a try.
Thanks
Juliet
Isn’t the wording open to interpretation?
Thanks for your reply Peter but is that really the assurance that was given? The wording in the concession is that
- “the shareholders will pay ANY Capital Gains Tax liability...” (my capitalisation)
rather than
- “the shareholders will pay Capital Gains Tax...”
If the share holder is now non resident such that there is no capital gains tax liability then can it not be said that he has fulfilled his obligations?
In any event most of the gain was wiped out by the annual exemption so any tax due will not be crippling but seeing as I’m supposed to be minimising his tax liabilities I thought it worth asking the question.
Grateful for any further comments
Regards
Juliet
Box 122, not box 30
Hi Big Mac
It’s correct that box 3 is showing zero as there are no trading and professional profits. The loss doesn’t go in box 30 as that’s concerned with loss relief claims. The loss should show up in box 122 on page 3 of the return. The amount there should agree with the loss that’s calculated in the “fanned pages” behind box 3.
Hope this helps
Juliet
Fellowcraft.
An apology wasn’t necessary but it’s appreciated. Thank you.
I received the guidance from Companies House this morning. It makes it clear that a confidentiality order will protect his details in the future but it will not change historic records.
I was thinking of advising him as follows:
1. Get the application in for the confidentiality order straight away.
2. Contact the forums that have published his details and if necessary threaten them with legal action if they don’t delete those posts disclosing his personal details.
3. If the threats continue then seriously consider moving.
I just hoped that there might be somebody out there who had a client who, in retrospect, should have kept their details off Companies House and what they did about it.
Have a good evening
Juliet