Intelligent Taxation
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Schedule of Services

Intelligent Taxation Limited

Fees are payable in accordance with the Terms of Business. We require a minimum of 12 monthly fees to be paid within an accounting period in order to prepare the Annual Accounts and Corporation Tax Return for that accounting period.

If you require further services then additional fees may be required, these will be quoted to you in advance of any work being undertaken.

Your monthly fee encompasses the following Included Services except where stated otherwise, which you or your company may utilise within a given contract period:

Advice & Support

  • Dedicated personal accountant (not included in Essentials).
  • Tax planning meetings, including an 8-month review, via telephone, video or face to face at one of our local offices (not included in Essentials).
  • Unlimited telephone & email support, subject to our normal hours of business from 9am to 5pm five days per week also excluding bank holidays.
  • Access to FreeAgent software to manage your accounts.

Limited Company Set Up

Where required:

  • Formation of a limited company, where appropriate, at Companies House (included in all packages).
  • Registration with HMRC for Corporation Tax.
  • Assistance with opening a bank account with Cater Allen, where you elect to use them. Where you choose to open a company account with any other bank, you will need to arrange this with your chosen bank directly.

Payroll

  • Registration of company PAYE scheme with HMRC IR35 deemed salary calculations if applicable.
  • Preparation of Payroll records for up to 1 employee (2 if on Accountancy+).
  • Monthly RTI submissions and End of Tax Year RTI submission for up to 1 employee (2 if on Accountancy+).
  • Calculation of PAYE payments and filing of any relevant returns with HMRC.
  • Reminders for NI/PAYE liabilities.
  • Provision of monthly payslips via email and the inputting of payslip details into FreeAgent.
  • Review (and adjustment if required) of PAYE Tax Coding Notices for employees.
  • Issue of P60 for each employee.
  • Setting up new starters on payroll and issuing P45's for leavers.
  • Completion and submission of P11d & P11d(b) with HMRC.
  • Calculation on Class 1A NIC payments where applicable.

Excluded: Submission of any returns where references and filing authorisation have not been supplied.

VAT (not included in Lite)

Where requested:

  • Registration with HMRC of company VAT scheme, including the Flat Rate Scheme (where applicable).
  • Calculation & advice on VAT payments (where applicable).
  • Submission of VAT Returns with HMRC (where applicable) following your instruction to file.
  • Assistance with any VAT queries from HMRC where our advice has been followed.

Excluded: Submission of returns where the VAT registration number and authorisation code have not been supplied. Preparation of returns when Intelligent Taxation Limited has not been provided with all requested information.

Annual Accounts

  • Preparation of annual accounts, CT600 and calculation of Corporation Tax liability.
  • Submission of annual accounts to HMRC and Companies House following your instruction to file.
  • Submission of CT600 with HMRC.

Excluded:Submission of Accounts or CT600's where written approval has not been received. Submission of returns where the Corporation Tax reference and filing authorisation have not been supplied. We aim to prepare annual accounts within 4 weeks of receiving all information.

Personal Tax Returns

  • The completion of a Self-Assessment Tax Return for one director subject to information being received by 30th September of the following tax year.
  • Additional fees may apply to this service. This includes but is not limited to further fees in respect of additional pages, directors, spouses or shareholders.

Dealing with Third Parties on your behalf

  • Preparation and submission of the Companies House Confirmation Statement following your annual instruction to file (excludes filing fee and not included in Lite).
  • Assistance with any general HMRC and Companies House correspondence and queries.
  • Assistance with address changes for the company and directors with HMRC and Companies House.
  • Assistance with Office of National Statistics questionnaires.
  • Advice relating to HMRC enquires — we can also deal with these at our offices, subject to HMRC's approval. Please note that an additional hourly rate may apply with regards to HMRC investigations.
  • Employment references (confirming dates of employment).

Non-Trading Service

We provide tailored accountancy services to non-trading companies. These are companies that are not currently trading, but whom, for whatever reason, have chosen to keep their companies open.

This service includes the basic statutory requirements to keep the company compliant, and so is not suitable for an active company. Please speak to your accountant to discuss your requirements.

Please note that the Non-Trading Service is only available if your company has not traded in the entire accounting period. If your company was to trade within the accounting period, then this service is not applicable and full Fees would be required for the entire accounting period.

Excluded Services

The following services are not included in the accounting packages described above, but may be available at an additional fee:

  • Dealing with HMRC enquires regarding periods and work when we did not act for you, in instances where you have gone against our advice or following the utilisation of tax avoidance schemes.
  • Providing our Services to multiple directors and/or additional fee earners working through the company.
  • The completion of Self-Assessment Tax Returns for additional directors, or related parties.
  • Mortgage, Tenancy and Visa References.
  • Provision of Registered Office service in Lite and Accountancy.
  • IR35 contract review in Lite and Accountancy.
  • IR35 combined working practice and contract reviews in Lite and Accountancy.
  • Company closure and provision of pre-liquidation accounts.
  • Liquidation accounts and disbursements.
  • Payroll for additional (over 2) employees.
  • Expediency accounts (for any accounts needed to be turned around in a short period).
  • Hourly specialist work.
  • Company restorations.
  • Company valuations.
  • Advice & tax planning in respect of property purchases, investments held in the company, disposals, inheritance, trusts, audit, sale of assets, foreign investments, dual residency and regulated advice such as financial planning which is regulated by the FCA.

Please contact us for a quotation on any of the above services. We may from time to time waive these fees depending on the exact nature of the work. In addition, we reserve the right to change these fees without prior notification.