Monthly Client Statements
On the day you choose each month, emails every client who owes you a statement of their open invoices, and sends you the totals
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On the day you choose each month, emails every client who owes you a statement of their open invoices, and sends you the totals
Chases every Self Assessment client for their records from October to January, and tells you which returns are still to file
Asks contractor clients for their subcontractor payments when the tax month ends, and warns you before each CIS return is due
Chases unpaid fees on a schedule and, for business clients, works out the statutory interest and compensation you are entitled to
Reminds you before every client payday, reminds clients to pay HMRC by the 22nd, and keeps the P60 and P11D dates in view
Asks clients for the documents you need, chases politely until they arrive, then tells you who is still holding things up
Works out each client's VAT deadline from their stagger, asks for records when the quarter ends, and warns you before each return is due
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