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Articles tagged with: Paperless

getting things done, one offs »

[12 Dec 2014 | No Comment | ]
#VATMOSS #VATMESS

VAT MOSS applies to all businesses whether or not they are currently VAT registered! Do you sell (or are you planning to sell) digital products (eServices) over the web?
From 1 Jan 2015 the rules change and as a result, some non-VAT registered business will need to review their business methods and may be forced to register for VAT. Businesses which are already VAT registered may need to collect more data from their customers and charge a different VAT rate depending on where their customer lives.

The rules were developed to make …

routine »

[1 Jan 2011 | No Comment | ]

Business is business, and your clients know (just the same as you do) that if payments are not made properly, then the business relationship they have with you will ultimately die. Here are 5 key steps to help you ensure that things are kept under control.
1. Terms and Conditions. You need to manage expectations, and a properly drafted set of terms and conditions (T&C) sets the scene immediately. Don’t start work without one. It allows both you and your client to understand the roles and requirements of each party. It …

featured »

[2 Jul 2009 | No Comment | ]

Paper or electronic
We are happy to accept your records in either paper form or as a collection of digital files, but not both. In order to ensure that there is no duplication of income or expenses, we would ask you to choose either one method or the other.

Paper – Please do not send hard back folders or lever arch files. Documents may be sent to our London office where the majority of records are processed. Proactive, Unit 115, 155 Minories, London, EC3N 1AD.

Electronic – We can accept electronic files in …

featured »

[24 Jun 2009 | No Comment | ]

You can link directly to this article using the short URL http://bit.ly/8qVdxm
A Mix of Paper and Digital Files
How do we do it? We have a hybrid system! Yes, all of our own internal procedures are paperless. And yes, there’s still a lot of paper going through the system. Many government departments still need things on paper, and most of our clients prefer to send us paper. So we are a hybrid!
We submit accounts and tax returns electronically, and we still use old fashioned pigeon holes to handle client records. What …

featured »

[24 Jun 2009 | No Comment | ]

File Naming Convention
Proactive operates a paperless system and that means we need a strict file naming convention. Every file name is unique and the various collections of numbers each serve a different purpose. That way we can find any document quickly.

1234567890
622700
20120405
20121031 1700

tax return

Client reference number
Document code
Tax year or
Trading year
Creation date and time

Narrative

A number of our clients have asked for more details and so here’s a basic summary:
Every client has a 10 digit reference number.
Every document type has a 6 digit number code.
All dates are shown as 8 digits, in scientific …

on the bridge »

[8 Jun 2009 | No Comment | ]

Proactive is a modern accountant! We use the web and I.T. to the fullest possible extent. We are paperless! And although we are paperless, we can accommodate paper. We run a hybrid system to help you if you have not yet made a full transition to a paperless environment!
This sort of approach makes the relationship with the accountant:

Quicker
Easier
Cheaper

Is that something you’d be interested in?
Contact us on 020 3051 2462 and ask us how we can help your business.