Core covers standard UK income (employment, self-employment, UK rental, dividends, UK interest).

Choose Plus if you have foreign income or CIS.

Choose Pro if you need Capital Gains Tax or EIS/SEIS/VCT.

Choose Elite for Trusts/IHT, cross-border work, or HMRC liaison.

Core includes preparation and filing support for UK employment, self-employment, UK rental income, dividend income, and UK interest income.

Yes, of course. We handle foreign rental income, foreign dividends, and foreign savings income. These are supported on Plus and above, including foreign tax credits where applicable.

Yes of course. We are CIS specialists and CIS is included on Plus / Pro / Elite. We reconcile CIS deductions suffered and include them correctly in your return.

We handle every step of the CIS compliance. From registration to claim to HMRC via SA tax return.

Yes. CGT is handled by our dedicated CGT team and is included in Pro and Elite plans. We support common scenarios like shares/funds, crypto disposals, and other investment gains, and we’ll tell you upfront what documents and reports we need to keep everything clean and compliant.

Yes, this is handled under Elite (Trust/IHT scenarios often need extra fact-finding, so Elite is the right tier).

Many of our clients are international and cross-border, so we’re used to handling complex UK tax returns involving overseas income, multiple jurisdictions, and specialist reporting.

Yes, HMRC liaison is included on Elite. We can help handle queries, letters, and follow-ups once authorised.

We support multi-income and multi-asset cases, but some scenarios may require Pro/Elite or an add-on depending on volume/complexity (we’ll confirm before starting).

Yes, MTD quarterly returns are available as an add-on (e.g., from £59 + VAT per quarter, depending on the case).

Yes, we can support disclosures and non-standard requirements, usually under Elite or via a bespoke add-on depending on the scope.

TaxHub supports international and multi-asset scenarios, including foreign income, foreign tax credits, stock options, crypto transactions, and rental properties. Some advanced features may require higher-tier plans or optional add-ons for reporting compliance.

TaxHub identifies overlapping items and helps ensure everything is applied correctly and efficiently across personal and business filings.

Yes. TaxHub includes scenario planning tools for large capital gains, asset sales, bonuses, or inheritances. You can simulate tax outcomes, explore mitigation strategies, and plan estimated payments to reduce surprises at year-end.

Yes. Additional payroll employees can be added for a monthly fee (price varies by plan level).

The Elite plan includes a monthly video call. Other plans can request calls on an ad-hoc basis.

You can either upgrade your plan or add specific services as add-ons.

For premium or enterprise users, TaxHub offers audit support, including document preparation, scenario simulations, and direct consultation with tax professionals. Even mid-tier plans provide access to detailed filing reports and guidance if you are contacted by tax authorities.

TaxHub uses enterprise-grade encryption, multi-factor authentication, and secure cloud storage. Each user can define access levels for different entities or documents, keeping financial data confidential while allowing organized collaboration.

If you have outstanding bookkeeping, VAT, accounts, or other filings, we will bring everything up to date as part of your onboarding. Your first invoice will include all catch-up work required. After that, you will move onto your agreed monthly plan.

This depends on how up-to-date your records are. For clean bookkeeping, onboarding is quick. If catch-up work is required, we will give you a clear timescale once we review your documents.

It depends on your monthly bookkeeping volume and the level of support you need.

• If your business has low transaction volume or you’re just starting out, Core may be suitable.

• If you want payroll and regular management accounts, Plus or Pro will be more appropriate.

• If you need the highest level of support, including multiple payrolls, frequent transactions, and monthly video calls, Elite will give you the most comprehensive service. We can help you choose the right plan based on your business structure and activity.

Yes, you can upgrade or downgrade your plan at any time. When switching, we prorate your payment based on the remaining months of your current plan. If you’re moving to a plan with higher features, you gain immediate access; if downgrading, features will adjust at the start of the next billing cycle.

• Core: 40 per month

• Plus: 100 per month

• Pro: 170 per month

• Elite: 300 per month If you regularly exceed the limit, we will guide you to the plan that fits your needs best.

TaxHub can manage both personal and business filings. However, except in cases where the Self-Assessment (SA) is included, personal and business services are billed separately, since the individual and the company are legally distinct. We can take care of both filings for you, keeping everything organised and coordinated.

If your business exceeds the transaction allowance for your plan (40, 100, 170, or 300 transactions), we will notify you. You may either:

• upgrade to a higher plan, or

• pay an add-on fee for excess transactions.

This ensures accuracy while keeping costs predictable.

No fixed setup fee applies, but if catch-up work is required, this will be charged in your first invoice.

Plans are billed monthly and include all services listed for that specific tier. If your bookkeeping or accounts are behind when you join, your first invoice will cover all the catch-up work needed to bring everything up to date. After that, your regular monthly payments will begin.

Absolutely. Each bank transaction and invoice is reviewed and categorised under the correct accounting codes (for example: general expenses, suppliers, marketing, professional fees, etc.) in line with UK accounting standards.

Yes. You can provide invoices in PDF, JPEG, or electronic format, either by uploading them directly to the chosen accounting software, sending them to your dedicated email address, o upload them to a shared OneDrive folder.

Yes. Bookkeeping includes preparing all VAT data necessary for your VAT returns.

However, the submission of the VAT return to HMRC is part of our VAT Compliance service, which can be added to your bookkeeping package if required.

Our bookkeeping service covers all the core tasks needed to keep your company’s accounts accurate and up to date. Specifically, it includes:

• Bank upload and reconciliation – we import and reconcile your bank transactions, ensuring every payment and receipt is correctly classified and matched in your accounting records.

• Upload of purchase and sales invoices – we upload all incoming and outgoing invoices into the accounting system, recording them with the correct date, description, and VAT details.

• Invoice reconciliation – we match each invoice to its corresponding payment or receipt, checking for duplicates or discrepancies.

Yes. Our bookkeeping service can handle multiple bank accounts and multi-currency transactions, ensuring complete reconciliation and accuracy across all your financial records.

To get started with our accountancy services, simply contact us to schedule a consultation. During the consultation, we will discuss your specific needs and requirements, and provide you with a customized accountancy solution. We will guide you through the onboarding process and ensure a smooth transition to our services.

Yes, we offer payroll management services as part of our accountancy package. We handle all aspects of payroll processing, including calculating wages, withholding taxes, and ensuring timely payment to employees. We also provide detailed payroll reports and ensure compliance with employment laws and regulations.

Yes, we offer comprehensive tax planning and compliance services. Our team of tax experts will work with you to develop effective tax strategies, ensure timely filing of tax returns, and help you stay compliant with all relevant tax laws and regulations. We aim to minimize your tax liabilities and maximize your savings.