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