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Name*
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Self Employed
Please describe what type of work do you do as Self-employed?*
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Landlord Tax Return
How many rental properties do you have?*
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Limited Company, Partnership, Sole Trader, Other
What size is your business annual Turnover?*
Do you need us to complete VAT Returns?*
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- Yes
Do you want us to manage your Payroll?*
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- Weekly
- Fortnightly
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Number of Employees*
Would you like us to manage your pension scheme?*
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How many employees are enrolled or need enrolling?*
Do you need Management Accounts Report?*
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- Monthly
- Quarterly
Do you need Cashflow forecasting Service?*
- No
- Yes
Do you need Budgeting Service?*
- No
- Yes
Do you need Virtual Finance Director Service?*
- No
- Yes
Do you need Supplier Payments Service?*
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- Weekly
- Fortnightly
- Monthly
Do you need Credit Control Service?*
- No
- Yes
Do you need CIS Return?*
- No
- Yes
Number of subcontractors*
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Cryptocurrency Individuals
Did you make a profit on the sale of cryptoassets exceeding the annual exemption for Capital Gains Tax during any tax year (£12,300 for 2020/21 tax year)?*
- No
- Yes
Have you previously declared all of your capital gains or profits to HMRC?*
- No
- Yes
- Not Sure
How many exchanges have you traded on in the last financial year?*
Approximately how many trades did you make in the last tax year?*
What was your estimated gain/profit last tax year?
Did you receive any Crypto from Airdrops, Staking, Mining, Chain splits, referral or Forks?**
- No
- Yes
Please provide a brief description of the relevant crypto assets involved and the value received from these activities*
Did you buy, sell, swap or create any NFTs ( Non-fungible tokens)in the last tax year?*
- No
- Yes
Please provide a brief description of the relevant crypto assets involved and the value received from these activities*
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Ecommerce Business
Business Type*
Primary Business Model*
What size is your business annual Turnover?*
Which platforms are relevant to your business?*
How many orders does your business receive per month?**
Do you need us to complete VAT Returns?*
- No
- Yes
Do you want us to manage your Payroll?*
- No
- Weekly
- Fortnightly
- Monthly
Number of Employees*
Would you like us to manage your pension scheme?*
- No
- Yes
How many employees are enrolled or need enrolling?*
Do you need Management Accounts Report?*
- No
- Monthly
- Quarterly
Do you need Cashflow forecasting Service?*
- No
- Yes
Do you need Budgeting Service?*
- No
- Yes
Do you need Virtual Finance Director Service?*
- No
- Yes
Do you need Supplier Payments Service?*
- No
- Weekly
- Fortnightly
- Monthly
Do you need Credit Control Service?*
- No
- Yes
Do you need CIS Return?*
- No
- Yes
Number of subcontractors*
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Cryptocurrency Business
How many exchanges does your business use?*
Approximately how many trades does your Business do each month?*
Does your Business use any Custody Solutions?*
- No
- Yes
Please provide the name of the platforms*
Does your Business use any Lending or Defi platforms?*
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- Yes
Please provide the name of the platforms*
Do you need us to complete VAT Returns?*
- No
- Yes
Do you want us to manage your Payroll?*
- No
- Weekly
- Fortnightly
- Monthly
Number of Employees*
Would you like us to manage your pension scheme?*
- No
- Yes
How many employees are enrolled or need enrolling?*
Do you need Management Accounts Report?*
- No
- Monthly
- Quarterly
Do you need Cashflow forecasting Service?*
- No
- Yes
Do you need Budgeting Service?*
- No
- Yes
Do you need Virtual Finance Director Service?*
- No
- Yes
Do you need Supplier Payments Service?*
- No
- Weekly
- Fortnightly
- Monthly
Do you need Credit Control Service?*
- No
- Yes
Number of subcontractors*
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SEMI COMMON FIELDS
What size is your business annual Turnover?*
Do you want us to complete your Bookkeeping?*
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Number of transactions we will enter per month*

What is a transaction?
A transaction is one bookkeeping entry i.e. a sale, purchase, payment, or receipt.
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Please provide details of your other income.*
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We are Xero Champion Partner, Xero Certified Advisor, Xero Migration and Payroll Experts. We help businesses of all scales and sectors become more confident using Xero.

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Self Employed

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