Download TaxCalc’s SimpleStep® guide for practical advice on tax season planning, capacity, client chasing and Self Assessment workflow.
What’s included in the guide?
Topical tax issues to be aware of
A practical overview of key tax areas that could affect your clients, including working from home tax relief, Class 4 NIC and losses, in-year CGT reporting, Time to Pay arrangements, cryptoassets, reasonable excuse rules, jointly held investments, tax residence and the MTD for VAT penalty regime.
Resourcing and capacity planning
Guidance on how firms can prepare for the pressure of tax season, including training junior staff, automating repeatable processes, supporting remote working, using subcontractors and considering outsourcing where appropriate.
Self Assessment survival advice
Practical tips to help firms manage the January workload, chase clients more effectively, gather information from alternative sources, prioritise tricky clients and avoid unnecessary stop-start work.
Support for smoother workflows
The guide also highlights how tools such as SimpleStep®, Check & Finish®, Communications Centre, Practice Manager Plus and CloudConnect can help firms reduce manual effort, improve visibility and keep work moving during busy periods.
