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Xero/QuickBooks Training:

Xero and QuickBooks are essential tools in modern accounting due to their cloud-based features and user-friendly interfaces. Proficiency in these platforms enhances your technical skills and employability, making them highly sought after by employers.

At Taxcare Accountancy, we offer expert-led training on Xero and QuickBooks, providing practical, real-world simulations with the latest versions. Our course focuses on personalized instruction and real-time support, aligned with current business needs.


Duration: 3 Months

Course Content:

Xero Training Course

  1. Introduction to Xero Accounting Software
    • Overview of cloud accounting and its benefits
    • Introduction to Xero’s UK-specific features
    • Setting up a Xero account
  2. Setting Up a Business in Xero
    • Entering UK-specific company information
    • Customising invoice templates with UK formats (VAT numbers, etc.)
    • Setting up the chart of accounts relevant to UK businesses
  3. UK VAT and Tax Settings
    • UK VAT basics (standard, reduced, zero-rated VAT)
    • Setting up VAT in Xero
    • Submitting VAT returns directly to HMRC (Making Tax Digital - MTD compliance)
  4. Bank Reconciliation
    • Connecting to UK bank accounts
    • Bank reconciliation processes
    • Handling bank feeds
  5. Managing Sales, Purchases, and Invoices
    • Creating UK-compliant sales invoices and credit notes
    • Setting up UK suppliers and processing supplier invoices
    • Managing quotes and purchase orders
  6. Tracking Expenses
    • Using the Xero app for tracking expenses
    • Recording and reimbursing employee expenses
  7. Payroll
    • Setting up UK payroll (HMRC, PAYE, NI contributions)
    • Managing employee leave, pension contributions, and payslips
    • Submitting RTI (Real-Time Information) to HMRC

QuickBooks Training Course

  1. Introduction to QuickBooks
    • Overview of QuickBooks Online and Desktop versions
    • Introduction to UK-specific features of QuickBooks
    • Setting up a new business account
  2. Configuring QuickBooks for the UK
    • Entering company information in line with UK regulations
    • VAT and tax configuration for UK businesses
    • Setting up a chart of accounts for UK-specific needs
  3. Managing Customers and Suppliers
    • Setting up customer profiles
    • Creating and managing invoices
    • Handling customer payments and credit notes
  4. Banking and Reconciliation
    • Linking UK bank accounts
    • Managing bank feeds
    • Bank reconciliation processes
  5. UK VAT and Making Tax Digital (MTD)
    • Setting up VAT tracking and submissions
    • How to submit VAT returns to HMRC through QuickBooks
    • MTD compliance and filing
  6. Handling Expenses and Purchases
    • Recording UK-based supplier invoices
    • Tracking and categorising expenses
    • Managing purchase orders
  7. Payroll and Employee Management (UK)
    • Setting up and running payroll
    • Handling PAYE, National Insurance (NI), and pension contributions
    • Submitting RTI to HMRC
  8. Reporting and Taxation
    • Generating financial reports (Profit & Loss, Balance Sheet)
    • Customising reports for UK standards

Affordable Pay-monthly Packages

We offer a full range of services to limited companies, solo trader, partnership, charity, LLP, CIC as well as individuals. We have arranged our services into easy to choose packages that suit your needs.

Start-up
£ 60  / Month (+VAT)

This price plan is suitable for the start-up companies who are not VAT registered.

  • Year-end accounts preparation and submission
  • Corporation Tax returns
  • Payroll & RTI submission for 1 employee
  • Personal tax return [salary & dividends income only] (Free)*
  • File confirmation statement (annual return) with Companies House
  • Reference letters for Director only (Free)*
  • Assisting with correspondence from HMRC and Companies House
  • Unlimited face to face advice and email support
  • 1 Director
  • 1 Shareholder
  • Annual turnover should be less than 80K
Limited Company
£ 100  / Month (+VAT)

This price plan is suitable for the companies who are VAT registered and turnover is less than 100K with a couple of employees.

  • Year-end accounts preparation and submission
  • Corporation Tax returns
  • Monthly payroll including RTI submission for up to 2 employees
  • Personal tax return [salary & dividends income only] (Free)*
  • File confirmation statement (annual return) with Companies House
  • Reference letters for Director only (Free)*
  • MTD VAT returns submissions – quarterly
  • Unlimited face to face advice and email support
  • 1 Director
  • 1 Shareholder
  • Annual turnover should be less than 100K
Company Pro
£ 150  / Month (+VAT)

This price plan is suitable for the companies who are VAT registered; turnovers are more than 100K and have 2 directors and shareholders.

  • Company formation (if required)
  • Year-end accounts preparation and submission
  • Corporation Tax returns
  • Monthly payroll including RTI submission for up to 5 employees (Free)
  • MTD VAT returns submissions – quarterly
  • Personal tax return [salary & dividends income only] (Free)*
  • File confirmation statement (annual return) with Companies House
  • Reference letters for Director only (Free)*
  • Unlimited face to face advice and email support
  • 2 Directors
  • 2 Shareholders
  • Annual turnover should be less than 200K
Company Premium
Let's talk.  / 

This bespoke price plan is suitable for the companies who are VAT registered, with more directors, shareholders and employees. Also, annual turnover is more than 200k and requires further bespoke services.

  • Company formation
  • Year-end accounts preparation and submission
  • Corporation Tax returns
  • Monthly payroll including RTI submission all employees
  • MTD VAT returns submissions – quarterly
  • Personal tax return [salary & dividends income only] (Free)*
  • File confirmation statement (annual return) with Companies House
  • Reference letters for the all Directors (Free)*
  • Unlimited face to face advice and email support
  • Flexible and can be discussed
  • Annual turnover should be more than 200K

Add on Services

  1. Personal Tax Returns

    This price plan is suitable for self-employed individuals, landlords and those who need to submit Self-Assessment Tax Returns.

    If you need to submit the Self-Assessment Tax Return, we can offer you competitive prices starting from £150 + VAT. Price can vary according to your nature of income. Please contact us for more details.

  2. Tax Investigation
  3. Business Legal Support
  4. Company Formation
  5. Business Mentoring
  6. ARA accounting services for ATOL & ABTA travel companies

    Our commitment to you is that we’ll ensure all the information we’ve submitted to the Civil Aviation Authority is up-to-date and accurate. 

Taxcare Accountancy was formed to provide Small & Medium Businesses with an affordable, proactive and professional accountancy services…