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Step-by-step guides and answers for filing with confidence — Making Tax Digital, Self Assessment, Corporation Tax, VAT and statutory accounts.
Bring a year's figures in from Xero, Sage 50 or any spreadsheet, map them to HMRC and Companies House-ready accounts with AI help, and make it balance.
Corporation TaxEnable the service, link Companies House, add your UTR and create your first accounting period.
Corporation TaxImport from Xero, QuickBooks or a spreadsheet, or key the trial balance by hand - then make sure it balances.
Corporation TaxWork through the calculation sections - disallowables, adjustments, donations and non-trade income - and watch the payable figure update live.
Corporation TaxDisallow depreciation, record your asset additions, and claim the Annual Investment Allowance.
Corporation TaxRecord brought-forward losses, elect to carry back, and let the carried-forward balance calculate itself.
Corporation TaxRead the cross-referenced computation, finish the statutory accounts, and clear the validation checks.
Corporation TaxSign the accounts, clear the pre-flight checks, and file to HMRC and Companies House through the guided wizards.
Statutory AccountsFind your way around the View Accounts screen: the live preview, page links and the editing actions.
Statutory AccountsTwo versions of one set of accounts: what filleting removes, where each version is filed, and how amended filings work.
Statutory AccountsThe Company Information, Dates, Pages and Addresses windows - the descriptive details that appear throughout the document.
Statutory AccountsManage the directors list, sync it from Companies House, and designate who signs the balance sheet.
Statutory AccountsThe four FRS 105 notes explained, including the mandatory average-employees figure and how note templates work.
Statutory AccountsHow the note set grows under FRS 102 Section 1A, which notes fill themselves from the trial balance, and the accounting policies window.
Statutory AccountsClear the validation list, record who signed and when, and keep the signed copy on file - then you are ready to submit.
VATRenew your HMRC connection in two minutes, and sort out the "incorrect Government Gateway account" message.
VATSwitch on the VAT service, enter your VAT registration number and find your way around.
VATTell Tax Optimiser which sheet and cells of your spreadsheet hold the nine VAT-return boxes.
VATPractise the HMRC connection in demo mode, then grant authority for real and let your periods flow in.
VATDrag your spreadsheet onto the open period and check the nine boxes it fills.
VATAccept the declaration, get HMRC's acceptance back and keep the receipt as proof of filing.
VATTrack what HMRC says you owe and have paid, and settle into the quarterly routine.
Company AccountsLearn how to enter your firm's Companies House Presenter ID and Auth in TaxOptimiser, and how to apply for credentials if you don't yet have them.
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