mail to a friend  
 
 
 
 
 

 

 

 

 

 

 

Resources
In order to support our clients we maintain a web based library of essential documents and resources.

All you need to do is to click on the item below that you are interested in.  The document will open in a new window - you can then print or download the document - free of charge.  For more information, or resources, please contact us.  To view some of these files you will need Adobe PDF reader which is available to download free from Adobe - see below. 

 
CHARITABLE SECTOR
End of Year Documents & Routines Checklists - Available here for QuickBooks only.  If you use other software, or are using a manual system, please contact us for the correct checklist.
End of Year Documents & Routines Checklist - PDF format (QuickBooks only)
End of Year Documents & Routines Checklist - Word format (QuickBooks only)
Customer Identification Documents
Accounting Systems Ratings - How do your systems compare?
Charity Services Information Pack
Other Services Available for Charities
COMMERCIAL SECTOR
End of Year Documents & Routines Checklist - Commercial Sector
Customer Identification Documents
Accounting Systems Ratings - How do your systems compare?
GENERAL FORMS 
Authority to Bank to Disclose Information
GENERAL SOFTWARE
 
FILE TRANSFER SERVICE - click here
 
GENERAL TAX FORMS                                                                   
HM Revenue & Customs Agent Authority Form     (Please return to us, not HMRC)

puc

 
 

Call us on 020 8527 6912

  Jackson & Jackson are independent accountants committed to making your organisation  more successful and profitable.