Flexible bookkeeping and VAT return support for small businesses using Xero, QuickBooks Online or FreeAgent. Do it yourself, hand it all to us, or choose something in between.
Bookkeeping should not become another job you dread. Done properly, it gives you useful numbers, cleaner VAT returns and a smoother year end.
At Taxwise, we help small businesses keep their records accurate, up to date and useful. We can process purchase invoices, reconcile bank transactions, review bookkeeping entries, prepare VAT returns and help make sure the figures in your accounting software actually mean something.
Some clients want us to manage the bookkeeping from start to finish. Others prefer to do the day-to-day work themselves and ask us to check, correct and review things periodically. We are flexible, and we build the service around the level of support you need.
VAT is one of the areas where bookkeeping errors quickly turn into real problems. We review the records behind the return, not just the final number.
Incorrect VAT codes, missing purchase invoices and duplicated transactions can all lead to inaccurate VAT returns. We check for issues before filing.
We can prepare and submit VAT returns through Making Tax Digital compatible software, provided we have the records and HMRC authorisation in place.
Because the bookkeeping, VAT and year-end accounts all connect, keeping the records tidy during the year makes everything else easier.
You do not have to choose between doing everything yourself and handing over complete control. We can shape the bookkeeping support around how involved you want to be.
Some clients send everything to us and we process the records from start to finish. Others do part of the work themselves, with us checking and correcting the records as needed.
Fully managed: you send us the information and we process purchase invoices, reconcile the bank and prepare VAT returns.
Shared bookkeeping: you upload invoices or complete some of the day-to-day work, and we review, correct and complete the return.
Review-only: you maintain the records yourself, and we periodically check the bookkeeping, correct errors and tidy things up before VAT or year end.
For clients with lots of purchase invoices and receipts, we can provide or recommend tools such as Dext, Hubdoc or Xero's own document capture features.
Purchase invoices and receipts can be sent digitally rather than sitting in email inboxes, carrier bags or desk drawers.
Receipt capture can help extract supplier details, dates, amounts and VAT, making bookkeeping quicker and more consistent.
You can upload and approve documents yourself, or simply send them to us and let us handle the processing.
When your bookkeeping is up to date, we can help you understand profit, VAT payments, corporation tax, director drawings and cash flow during the year, rather than only after the year end.
Good bookkeeping also makes tax planning more useful. If the figures are current and reliable, we can give more timely advice on dividends, director pay, expenses and upcoming tax liabilities.
Yes. Many clients simply send us the information and we process purchase invoices, reconcile the bank and prepare VAT returns.
Yes. Some clients prefer to do parts of the bookkeeping themselves, with us reviewing and correcting the records as needed.
Yes. We can provide or recommend Dext, Hubdoc or Xero's own document capture tools depending on what is best for your business.
Yes. We regularly help clients tidy Xero, correct VAT coding errors, clear unreconciled transactions and get the records back into shape.
Yes. We can prepare and submit VAT returns under Making Tax Digital, provided we are authorised and have the records needed.
Yes. We can review the records, identify what is missing and help bring the VAT position up to date.
Whether you want everything handled for you or just want someone to keep your records on track, we can help build a process that works.