How to Add Your Accountantant to QuickBooks

Adding your accountant to QuickBooks is a simple step that can save you hours of admin. Here’s a quick guide on how to securely give your accountant access, so they can manage your books, stay on top of deadlines, and keep your finances running smoothly. Select Accounting Firms tab. If you are inviting an accountant … Read more

How to Download a Bank Statement from Halifax for Accounting

Log in to Halifax Online Banking (desktop version only – this feature isn’t available on the mobile version). Select the account from which you’d like to download statements. Click on the ‘Statement Options’ menu on the right-hand side, then select ‘Monthly PDFs’. Choose the months you wish to save or download. Click ‘View PDF’ to … Read more

How to Export Bank Statements from Lloyds

What is a CSV file? A CSV file is a type of Excel spreadsheet that contains all your transactions within a selected date range. It’s the most efficient way for an accountant or bookkeeper to review your transactions and prepare your accounts. Using a CSV file saves time on printing, posting, processing – and sometimes … Read more

Claiming Pre-Incorporation Expenses: What You Need to Know 💡

Starting a new business comes with plenty of upfront costs, but did you know that you can claim some of these expenses even if they were incurred before your company was officially formed? If you’ve spent money on business-related costs before incorporation, you might be able to offset these against your company’s tax bill. Let’s … Read more

Payments on Account Explained: What You Need to Know 💡

If you’re self-employed or earn income outside PAYE, you might have come across something called Payments on Account. It can feel like a bit of a surprise tax bill 💸, but don’t worry—we’ll break it down in simple terms so you know exactly what to expect! What Are Payments on Account? 🤔 Payments on Account … Read more

How to Export Bank Statements from HSBC Kinect

Exporting your bank statements from HSBC Kinect is quick and easy, making it simple to manage your financial records or share data with your accountant. Follow the steps below to download your statements. Step 1: Open the App Open and log in to the HSBC Kinect app. Begin by selecting the account you wish to … Read more

The Changing World of Company Cars 🚗📈: What You Need to Know!

Thinking of getting a company car?  Or maybe you already have one and want to stay ahead of the curve? Let’s break down the recent changes and how they might affect you (and your wallet!) in simple terms.  Note: If you’re a sole trader considering a company car instead, check out our guide here. What’s Changing & … Read more