Thank you all for your feedback. I do like the look of BTC and TaxCalc but that would then mean a separate CRM software, in particular for time and fees. Just wish TaxCalc's offering were already out so we could trial it!
We've got Digita and CCH coming in next week to demo as I think it's almost certain that we will need to stick to fully integrated.
We're spread over 2 offices but manage the 2FA with a generic office mobile phone which Admin manager holds and immediately emails all if a code comes in!
Follow the instructions on the ASAA page. This clearly says you can link clients from your existing government gateway account (and more then one if that's the case). But don't sign any of them up for MTDv until you have filed the last VAT return under the existing portal! By the way, you can't see a client list on the new ASAA which is annoying - client lists will now be through the software you use to file.
I don't usually say this but reading this, I really think you should get a new accountant - this is basic stuff!
Perhaps for now, ask HMRC to give you a breakdown of all the credits they have on their record to try and reconcile against the CIS you have claimed thus far.
K81 and Cloudcounter are correct - you don't need a new UTR to file Tax Return to date of death - just a new HMRC authority, signed by personal representative or executor.
Also, if he did his own payroll I presume you mean he was a Director of a Limited Company? Company tax obligations don't die with the death of a director/shareholder. The company may of course continue to trade! And even if not, it will still need to file accounts to cessation, pay CT, etc. And would still need to wind up payroll matters which would include P45 and asking HMRC to close down scheme (unless other employees of course!)
My answers
Agree! Why bother making assumptions and use guesswork? Just wait till the formal guidance comes out.
Erm, Corporate Facilitation of Tax Evasion anyone? Prosecution? You can't turn a blind eye!
It's quite clear on the HMRC website - if unconditional contracts exchanged pre-6/4/20 the new rules don't apply.
https://www.gov.uk/government/news/get-ready-for-changes-to-capital-gain...
Thank you all for your feedback. I do like the look of BTC and TaxCalc but that would then mean a separate CRM software, in particular for time and fees. Just wish TaxCalc's offering were already out so we could trial it!
We've got Digita and CCH coming in next week to demo as I think it's almost certain that we will need to stick to fully integrated.
Thanks again!
We're spread over 2 offices but manage the 2FA with a generic office mobile phone which Admin manager holds and immediately emails all if a code comes in!
That's what I'm hoping we can do - it's worked fine for us previously!
Follow the instructions on the ASAA page. This clearly says you can link clients from your existing government gateway account (and more then one if that's the case). But don't sign any of them up for MTDv until you have filed the last VAT return under the existing portal! By the way, you can't see a client list on the new ASAA which is annoying - client lists will now be through the software you use to file.
I don't usually say this but reading this, I really think you should get a new accountant - this is basic stuff!
Perhaps for now, ask HMRC to give you a breakdown of all the credits they have on their record to try and reconcile against the CIS you have claimed thus far.
K81 and Cloudcounter are correct - you don't need a new UTR to file Tax Return to date of death - just a new HMRC authority, signed by personal representative or executor.
Also, if he did his own payroll I presume you mean he was a Director of a Limited Company? Company tax obligations don't die with the death of a director/shareholder. The company may of course continue to trade! And even if not, it will still need to file accounts to cessation, pay CT, etc. And would still need to wind up payroll matters which would include P45 and asking HMRC to close down scheme (unless other employees of course!)
As above, use the HMRC tool
https://www.tax.service.gov.uk/pension-annual-allowance-calculator