I use Brightpay and I love it. I don't use their Connect feature though.
HMRC incompetent shock!
"Can I refuse to provide this level of detailed information?"
No, you can't refuse. It's not detailed.
63% not done
and 44% not even received
Most are quite straightforward and I've done most of my limited company accounts (mainly 31/03/18 year end) and only had to extend a few deadlines with the "one day trick"
My new tracking system is going well
I looked into that and I couldn't see a way to change the date. I had to delete the entries and then pay the expense claims separately with tomorrows date and then get the client to make each individual payment to match.
Years ago I did a lot of bookkeeping when I started out and I was pretty good at it and knew at least five programs very well. As my practice grew I have been doing year end accounts and tax returns and doing very little bookkeeping. Now Xero is going to use year end accounts and tax returns my job will be more to do with ensuring the bookkeeping is correct rather than correcting errors at the end of the year. I should get back to bookkeeping and then everything will flow smoothly from that. I need to prepare checklists for monthly (or even weekly) reviews of the bookkeeping.
Thanks for the advice. That was what the client tried to do but he was just left with these payments for each of the expenses as well as the round sum payments. I know how to resolve that how you suggest if I was using manual bookkeeping but I don't know how to do it in Xero. My solution in Xero at least works.
Regarding the enable payments you suggested. I was going to create a "director's current account" as a bank account but I will try your suggestion as it means I don't have to show the director's current a/c in the wrong place.
When I took over the client the previous accountants had prepared the quarterly VAT returns on a different basis each time - some were using the flat rate scheme and some were using the accruals method.
I can understand Xero not advising on how to record individual transactions but I think it's a cop out not to suggest ways to overcome problems when they occur.
Is your client VAT registered. If not you don't have a problem for a long time yet
she's not VAT registered
I don't think April 2020 is a long time - it's less than 18 months
Thank you for that. Today I was preparing the tax return for a client who is 70 and she has nearly £50k of rental income. Although she is very fit and bright I don't think she would have the slightest interest in doing her own bookkeeping. I would expect she would qualify for any age exemption that HMRC produce. If she didn't fall into that category she would expect me to do her bookkeeping - which would cost considerably more than I charge her now. She would also need to set up a bank account rather than use a combination of cash and building society account that she uses now. I think many clients a lot younger than her will not see why they should change their way of working to suit HMRC.