Self Assessment
Keep your records organised throughout the year and allow time to prepare your return before the relevant filing and payment deadlines.
Client resources
Accountancy resources for Wem and Shropshire businesses.
A practical starting point for sole traders, limited companies and small businesses in Wem and Shropshire. Use these reminders to prepare for the conversations that make your accounts easier to manage.
Plan ahead
Key dates to keep in view
Deadlines can vary depending on your business and tax position, so use this as a prompt to check what applies to you.
VAT returns
Set aside time each quarter to reconcile your records, review your figures and submit your return through the correct process.
Payroll
Make sure employee information, pay details and reporting dates are kept up to date before each pay run.
Before we talk
Bring the right information together
Income records
Invoices, sales summaries and any other evidence of business income.
Business expenses
Receipts, bills, bank statements and notes on costs that relate to your work.
Banking and finance
Business account statements, loan details and finance agreements where relevant.
Previous filings
Recent tax returns, accounts or correspondence that gives useful context.
Practical guidance
Small habits that make a big difference
Keep business and personal spending separate
A dedicated business account can make bookkeeping clearer and reduce time spent untangling transactions.
Update records regularly
A short, regular check-in is usually easier than trying to catch up at the end of the year.
Ask early when something changes
New work, a change in structure or a new employee can affect what you need to do. A quick conversation can help you plan ahead.
Need help making sense of your next steps?
Tell us what is on your mind and we can discuss the practical support that fits your business.