Client Portal Benefits
Every client of R Stride & Co has access to their own Client Portal. This is basically a cloud based filing cabinet that will give you access to a range of information and services 24 hours a day. You will be able to:-
Live situation
- Live status of your affairs, what is outstanding, are your affairs up to date?
Paperwork
- View and Download all documents we produce e.g. Year End Accounts, personal and corporation tax returns
- Storage of your own business important documents e.g. Leases
- Full tax calculations showing how your tax is worked out
Tax Matters
- View your entire personal tax history with amounts and due date for both the past and future
- Quick one button “pay your tax” ability
- Countdown and automatic reminders to next tax liabilities (personal and corporation tax)
- View previous and future corporation tax liabilities
- View your unique reference numbers e.g. NI Number and UTR number
Dividends
- If you have a Limited company vote dividends. Full automatic directors meeting notes and dividend vouchers prepared
- In year list of dividends issued for you and your co-shareholders
- In year tax forecast based upon dividends taken
VAT
- Copies of all submitted vat returns
- Approval system to approve VAT returns we have prepared on your behalf
Payroll
- Copies of all employees contracts
- Employee handbooks (also can be accessed by your employees)
- Live PAYE monthly amounts due
- Full payroll data to include monthly summaries, employees payslips, pension reports etc
- One click “Pay PAYE”
- Automatic reminders to pay PAYE
- Access to employees P60’s
CIS
- Produce CIS vouchers for your sub contractors
- Full history of all CIS vouchers produced
Admin
- Copies of all correspondence we and you receive and send
- Copies of HMRC correspondence we receive
- Fees Ledger
- Live booking of appointments straight into our calendar
