Downloads & Forms

Please feel free to download any of the resources below. These are kept up to date at all times, if you want to be advised when new material is added please provide your email address by clicking here.

 

BUDGET / AUTUMN STATEMENT ANNOUNCEMENTS

Find out how the most recent Autumn Statement and Budget announcements affect you and your business with our analysis and planning tips arising from them.​

2017 Autumn Budget

2017 Spring Budget

2016 Autumn Statement

2016 Budget report and analysis

for past budget news, please see the bottom of this page

 

A COMPLIMENTARY WORKBOOK BASED ON THE 8 STEPS OF OUR BUSINESS IMPROVEMENT PROGRAMME

           

 

TAX RETURN

Tax Return Checklist 2017 Considerations of information required for your Self Assessment Return

 

BENCHMARKING & PERFORMANCE REVIEW

Performance review report

Narrative Report

The above two links are to show sample reports and analysis that we offer as part of our advisory services

 

PAYROLL

Employee Data Form for RTI

Use this form to capture the data required to comply with Real Time Information (RTI) filing obligations from April 2013.

Blank self assessment payslip

Use this form to pay your self assessment tax if you do not have a pre-printed payslip

 

VAT

VAT flat rate changes - January 2011

This file contains details of the announced changes to flat rate percentages from 4th January 2011

VAT flat rate reckoner

A free tool to help identify whether you can reduce your VAT bill.  Updated to reflect new rates from 4th January 2011.

 

HOME AND FAMILY

Tax efficient Childcare calculator

A tool to help you pay childcare costs tax efficiently through your business - could you save thousands of pounds every year?

Use of home claim calculator

A free tool to help you calculate an accurate figure for use of home as office claim in accordance with 2006 guidance

 

CONSTRUCTION

CIS subcontractor statement

An example of a statement format to send to your subcontractors paid under deduction of tax

 

HMRC FORMS

CWF1

Form to notify HM Revenue & Customs of self employment. Please make sure you submit this within 3 months of the end of the month in which you begin trading in order to avoid a penalty being charged

64-8

Authorising your agent

VAT1

Application for registration

 

COMPANIES HOUSE FORMS

AA01

AA01 Change of accounting reference date

AD01

AD01 Change of Registered Office address

AP01

AP01 Appointment of director

AP02

AP02 Appointment of corporate director

AP03

AP03 Appointment of secretary

AP04

AP04 Appointment of corporate secretary

TM01

TM01 Terminating appointment as director

TM02

TM02 Termination of appointment of secretary

CH01

CH01 change of directors details

CH02

CH02 change of corporate director details

CH03

CH03 change of secretary details

CH04

CH04 change of corporate secretary details

Written resolution

Written resolution on change of name

DS01

DS01 striking off application by a company

SH01

of allotment of shares

Special resolution on change of name

Special resolution on change of name

NM01

NM01 notice of change of name by resolution

 

PAST BUDGET & AUTUMN STATEMENT SUMMARIES

Our analysis of the past Budgets or Autumn statement and planning tips arising from them.

2015 Autumn Statement

2015 Summer Budget and analysis

2015 Budget report and analysis

2014 Budget report and analysis

Budget 2013 - analysis from CRM Accountants

Autumn Statement 2012 - analysis from CRM Accountants

Budget 2012 - analysis from CRM accountants

Autumn Statement 2011 analysis

Budget 2011 - analysis from CRM accountants