Free Tips and Advice
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Here we have provided some useful tips to help you to better understand the accounting basics, we also post regular updates from HMRC.
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How to Invite Your Accountant to Xero
For your accounts to be prepared efficiently, your accountant must be invited into your Xero organisation with the correct permissions. What you need to do: Log into your Xero account Go to Settings → Users Click Invite a user Enter your accountant’s email address...
The Myth of “Making the Figures”
Accountants do not “make up figures.” If there are no documents, there is no tax return. Every tax return, VAT return, and set of accounts is backed by a legal declaration stating that the figures are true, complete, and supported by records. Submitting figures...
Why accountants can’t download 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 account by you. Even then, access depends on the bank and the...
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 Natwest Go to youtube video If your...
How to attach document 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 UsChurchtown VillageSouthport, Merseyside,North West UK Email:...
How to add file to 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 Select--> Save or OK Contact UsChurchtown VillageSouthport,...
How to create 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 credit Complete --> enter the required details in the text fields Select...
Upload a bill to xero
Log in to xero Select --> Purchases Select --> Bills Select --> Upload Bills Select --> "Select Files" Locate --> find the bill on your device Select --> upload Go to: Select --> purchases Select --> bills Select --> Draft...
Email supplier bill to xero
Log in to xero Select --> Purchases Select --> Bills Select --> New bill Copy --> Your forwarding address Find bill in your emails Forward bill to your "forwarding address" Go to xero Select --> purchases Select --> bills Select -->...
How to create invoice in Xero
Log in to xero Select the "+" Symbol Select --> Invoice Work top to bottom, left to right Change details in each field as required Select --> approve and email Contact UsChurchtown VillageSouthport, Merseyside,North West UK Email: churchtownaccs@gmail.com Phone:...
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