Agenda, Year End Review and Action Plan

Introduction

• This is our approach to all articles.
• The purpose of this Agenda is to discuss, without troubling you, the issues that may be relevant and appropriate to you.
• If you are unclear about any of this, please telephone a member of our team, on their DDI.
• Any update and amendments to the contents of this page will be released on Telegram and will be identified in this colour.

Agenda: Year End Review:

• Introduction & Preamble.
• Issues to 31 March 2023.
• Changes from 1 April 2023.
• Issues to 31 March 2024.
• Any Other Business.

Immediate Actions to be taken before 31 March 2023

• The following is applicable to Limited Companies, ONLY.
• Draw out all funds from the company and hold them in personal bank accounts, ready to transfer back if required.
• Agree new engagement basis, terms and conditions:
  • so that you are ready to get the most cost effective service,
  • at the most competitive price,
  • with a slick Standard System and Procedure
    • Telephone Recording System
    • Use of MS Teams Meetings
    • Use of Telegram
    • Use of Email
    • Use of SMS
• Where payroll service is provided, unless requested otherwise, from 1 April 2023, all clients will be put on an annual basis, as last year:
  • instead of 12 payslips and added workload it causes, there will be only one payslip.
  • if clients still require the monthly service, then this will be subject to revised engagement terms.
• Agree all the issues that you may feel are relevant to you.
• In respect of clients, who have a personalised, special contract, Avar will telephone them individually.

Useful Link(s)

• Making Tax Digital
• New Penalty Regime

Frequently Asked Questions