by Zoë Hopgood | Jan 14, 2026 | HMRC
Why Your Accountant Cannot Download Bank Statements for You This is a common misunderstanding, so let’s clear it up properly. As your accountant, I cannot extract bank statements on your behalf unless I have been explicitly granted read-only access to your bank... by Zoë Hopgood | Jan 14, 2026 | HMRC
How to download CSV bank statements Log in to your bank, follow one of these links Monzo Go to youtube video Santander Go to youtube video Barclays Go to youtube video Revolut Go to youtube video TSB Go to youtube video Halifax & Lloyds Go to youtube video... by Zoë Hopgood | Jan 14, 2026 | HMRC
How to attach documents to email Open your email Select –> new message Select –> paperclip Locate –> find document(s) to attach Select –> attach Emai –> finish composing your emil and send Contact Us Churchtown... by Zoë Hopgood | Jan 14, 2026 | HMRC
Upload and rename files in cloud storage Log in to your cloud storage Drag & Drop –> select required files and drag and drop to your cloud Right Click–> select “Rename File” Rename –> change name as appropriate... by Zoë Hopgood | Jan 14, 2026 | HMRC
Create & apply a sales credit note in xero Log in to xero Select –> Contacts Search –> Customer name Open –> Customer record Find –> Invoice to credit Open Select –> 3 dots … Select –> Create and apply...
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